FDVV icon

Fidelity High Dividend ETF

151 hedge funds and large institutions have $308M invested in Fidelity High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+15
Holders Change %
+11.03%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
68
Reduced
37
Closed
7
Calls
$248K
Puts
Net Calls
+$248K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
101
Mariner
Kansas
$261K -$174K -4,566 -40%
JWCA
102
J.W. Cole Advisors
Florida
$249K
Prudential Financial
103
Prudential Financial
New Jersey
$242K +$242K +6,356 New
AB
104
Atlas Brown
Kentucky
$232K +$685 +18 +0.3%
NL
105
NWAM LLC
Washington
$232K +$228 +6 +0.1%
ZIM
106
Zacks Investment Management
Illinois
$217K
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$214K -$14.5K -381 -6%
OPS
108
Orion Portfolio Solutions
Nebraska
$213K +$213K +5,598 New
BCI
109
Brinker Capital Investments
Pennsylvania
$213K +$213K +5,598 New
WIM
110
Westside Investment Management
California
$188K +$8.38K +220 +5%
NFSG
111
Newbridge Financial Services Group
Florida
$177K
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$159K +$82.7K +2,172 +108%
FWA
113
FSC Wealth Advisors
New York
$136K +$73.4K +1,927 +117%
SS
114
Sunbelt Securities
Texas
$133K +$133K +3,520 New
AAP
115
Arax Advisory Partners
Colorado
$115K
AAG
116
Armstrong Advisory Group
Massachusetts
$109K -$6.47K -170 -6%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$99.8K
CFGS
118
Concourse Financial Group Securities
Alabama
$85.3K
PB
119
Pinnacle Bancorp
Nebraska
$70.4K
BONH
120
Bank of New Hampshire
New Hampshire
$64.1K -$6.66K -175 -9%
RG
121
Retirement Group
California
$57K
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$45.1K +$2.07K +54,401 +5%
VNA
123
Valley National Advisers
Pennsylvania
$37K
BAM
124
Belpointe Asset Management
Nevada
$36.7K +$25.5K +669 +226%
UBS Group
125
UBS Group
Switzerland
$32.4K +$32.4K +850 New