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Fidelity High Dividend ETF
FDVV

306 hedge funds and large institutions have $3.53B invested in Fidelity High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 161 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

705% more call options, than puts

Call options by funds: $684K | Put options by funds: $85K

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

274% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 43

200% more capital invested

Capital invested by funds: $1.18B → $3.53B (+$2.35B)

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

16% more funds holding

Funds holding: 263 → 306 (+43)

2.21% more ownership

Funds ownership: 32.23% → 34.45% (+2.2%)

Holders
306
Holders Change
+43
Holders Change %
+16.35%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
66
Increased
161
Reduced
43
Closed
17
Calls
$684K
Puts
$85K
Net Calls
+$599K
Net Calls Change
+$239K

Top Buyers

1
LPL Financial
LPL Financial
California
+$46.3M
2
IAA
Independent Advisor Alliance
North Carolina
+$45.3M
3
Morgan Stanley
Morgan Stanley
New York
+$20.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$17.7M
5
EH
Equitable Holdings
New York
+$14.9M

Top Sellers

1
GMFG
Greater Midwest Financial Group
Minnesota
-$13.7M
2
Prudential Financial
Prudential Financial
New Jersey
-$7.95M
3
BG
Bollard Group
Massachusetts
-$7.04M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.29M
5
PCS
Personal CFO Solutions
New Jersey
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
76
Valmark Advisers
Ohio
$3.38M -$332K -6,474 -9%
EFS
77
Essex Financial Services
Connecticut
$3.23M +$365K +7,117 +12%
AWP
78
Axis Wealth Partners
Rhode Island
$3.04M +$3.11M +60,778 New
SOS
79
Silver Oak Securities
Tennessee
$2.7M +$2.78M +54,279 New
HAS
80
HBW Advisory Services
California
$2.52M +$169K +3,296 +7%
MCM
81
MAI Capital Management
Ohio
$2.47M +$35.6K +694 +1%
PS
82
Principal Securities
Iowa
$2.46M +$39.1K +763 +2%
Mariner
83
Mariner
Kansas
$2.42M +$621K +12,117 +33%
PFA
84
Pathway Financial Advisers
Indiana
$2.41M -$46.5K -907 -2%
AWS
85
Atria Wealth Solutions
New York
$2.39M +$897K +17,514 +58%
WWP
86
Wise Wealth Partners
Arizona
$2.33M +$2.4M +46,751 New
FF
87
Fortitude Financial
Washington
$2.31M +$2.37M +46,319 New
CP
88
Castleview Partners
Texas
$2.28M +$2.34M +45,581 New
IWM
89
IHT Wealth Management
Illinois
$2.26M -$8.61K -168 -0.4%
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$2.12M +$916K +17,875 +73%
CFGS
91
Concourse Financial Group Securities
Alabama
$2.1M +$323K +6,314 +18%
CIA
92
Concurrent Investment Advisors
Florida
$2.06M -$20.1K -392 -0.9%
IA
93
Integrity Alliance
Iowa
$2.03M +$2.08M +40,585 New
BIA
94
Barry Investment Advisors
Massachusetts
$2.01M +$41.7K +813 +2%
SPIA
95
Steward Partners Investment Advisory
New York
$2.01M +$180K +3,515 +10%
EWA
96
EP Wealth Advisors
California
$1.99M -$93.4K -1,823 -4%
HI
97
Harbour Investments
Wisconsin
$1.97M +$79.1K +1,544 +4%
PWA
98
Primoris Wealth Advisors
Florida
$1.97M +$11.1K +217 +0.6%
FWA
99
Flagship Wealth Advisors
Massachusetts
$1.96M +$2.01M +39,307 New
LFAS
100
Level Four Advisory Services
Texas
$1.96M +$169K +3,303 +9%
2 3
4
5 6

FDVV Hedge Fund Activity: Q4 2024 in Review

306 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q4 2024, worth a combined $3.53B — up 200% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new FDVV positions and 17 closed out — a net gain of 49 holders — while 161 added to existing stakes and 43 trimmed.

The largest buyer was LPL Financial, adding an estimated $46.3M. The largest seller was Greater Midwest Financial Group, cutting an estimated $13.7M.

  • 306 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q4 2024, up from 263 in Q3 2024.
  • Funds reported $3.53B of Fidelity High Dividend ETF stock for Q4 2024, up 200% quarter-over-quarter.
  • 66 funds opened new Fidelity High Dividend ETF positions in Q4 2024 and 17 closed out, a net change of +49 holders.
  • The largest Fidelity High Dividend ETF buyer in Q4 2024 was LPL Financial, an estimated $46.3M added.
  • The largest Fidelity High Dividend ETF seller in Q4 2024 was Greater Midwest Financial Group, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.