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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

342 hedge funds and large institutions have $1.84B invested in Fidelity High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+37
Holders Change %
+12.13%
% of All Funds
4.65%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.31%
New
58
Increased
172
Reduced
66
Closed
17
Calls
$605K
Puts
$84K
Net Calls
+$521K
Net Calls Change
-$78K

Top Buyers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$90.6M
2
DWM
2
Dynasty Wealth Management
Florida
$29.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$47.8M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$26.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$57.6M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
MWM
2
Mascoma Wealth Management
New Hampshire
$2.51M
3
Jane Street
3
Jane Street
New York
$6.48M
4
EH
4
Equitable Holdings
New York
$4.36M
5
MFS
5
Madrona Financial Services
Washington
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$4.03M +$144K +2,896 +4%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$4.03M +$2.32M +46,720 +135%
OC
78
Oppenheimer & Co
New York
$4M +$414K +8,339 +12%
GWSG
79
GPS Wealth Strategies Group
Colorado
$3.9M +$3.9M +78,644 New
EFS
80
Essex Financial Services
Connecticut
$3.77M +$568K +11,450 +18%
NA
81
NewEdge Advisors
Louisiana
$3.74M -$614K -12,387 -14%
FSA
82
Financial Services Advisory
Maryland
$3.62M -$49.2K -992 -1%
OPS
83
Orion Portfolio Solutions
Nebraska
$3.58M +$3.58M +72,138 New
BCI
84
Brinker Capital Investments
Pennsylvania
$3.58M +$3.58M +72,138 New
FCMA
85
Foresight Capital Management Advisors
Michigan
$3.49M +$39.1K +789 +1%
VA
86
Valmark Advisers
Ohio
$3.37M +$12.8K +258 +0.4%
DIA
87
Dana Investment Advisors
Wisconsin
$3.26M -$163K -3,282 -5%
AWP
88
Axis Wealth Partners
Rhode Island
$3.08M +$61.1K +1,232 +2%
IAN
89
Integrated Advisors Network
Texas
$2.85M +$1.9M +38,385 +200%
AWS
90
Atria Wealth Solutions
New York
$2.74M +$367K +7,407 +16%
SOS
91
Silver Oak Securities
Tennessee
$2.55M -$121K -2,461 -5%
PS
92
Principal Securities
Iowa
$2.53M +$65.3K +1,308 +3%
BIS
93
BG Investment Services
Guam
$2.52M +$1.08M +21,734 +75%
MWM
94
Mascoma Wealth Management
New Hampshire
$2.51M -$12.9M -259,969 -84%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$2.47M +$367K +7,400 +17%
MCM
96
MAI Capital Management
Ohio
$2.44M -$5.56K -112 -0.2%
PFA
97
Pathway Financial Advisers
Indiana
$2.42M +$29.7K +599 +1%
HH
98
Hilltop Holdings
Texas
$2.41M +$2.41M +48,645 New
GS
99
GTS Securities
New York
$2.32M +$2.05M +41,376 +770%
FF
100
Fortitude Financial
Washington
$2.3M – – –
2 3
4
5 6