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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

162 hedge funds and large institutions have $486M invested in Fidelity High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
84
Reduced
29
Closed
16
Calls
$31K
Puts
$27K
Net Calls
+$4K
Net Calls Change
-$409K

Top Buyers

1
Jane Street
Jane Street
New York
$15.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$64M
3
ME
McIlrath & Eck
Washington
$13.8M
4
IWC
Integrated Wealth Concepts
Massachusetts
$20.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.27M

Top Sellers

1
LI
LVZ Inc
Michigan
$1.61M
2
CCA
Childress Capital Advisors
Texas
$26.6M
3
Citadel Advisors
Citadel Advisors
Florida
$447K
4
CA
Calton & Associates
Florida
$344K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
101
Tranquility Partners
Tennessee
$417K +$141K +3,658 +51%
DCS
102
Destiny Capital Securities
Colorado
$395K +$395K +10,237 New
CFGS
103
Concourse Financial Group Securities
Alabama
$385K +$300K +7,777 +353%
IAIM
104
International Assets Investment Management
Florida
$357K +$357K +8,532 New
Mariner
105
Mariner
Kansas
$353K +$136K +3,522 +63%
RG
106
Retirement Group
California
$352K +$270K +7,000 +329%
1WA
107
180 Wealth Advisors
Washington
$347K -$15.8K -410 -4%
PCA
108
Prosperity Capital Advisors
Ohio
$346K +$346K +8,958 New
CA
109
Calton & Associates
Florida
$344K -$707K -18,311 -67%
CAL
110
Capital Analysts LLC
Pennsylvania
$342K +$2.62K +68 +0.8%
TCM
111
Tandem Capital Management
New Jersey
$339K +$27.2K +705 +9%
WIM
112
Westside Investment Management
California
$338K +$99.4K +2,575 +42%
EW
113
Element Wealth
Mississippi
$331K -$18.5K -479 -5%
BCA
114
Bay Colony Advisors
Massachusetts
$323K +$2.32K +60 +0.7%
AF
115
Allworth Financial
California
$318K +$41.2K +1,067 +15%
BLC
116
Brown, Lisle/Cummings
Rhode Island
$311K – – –
FHA
117
Flagship Harbor Advisors
Massachusetts
$308K +$308K +7,978 New
PWM
118
Perigon Wealth Management
California
$303K – – –
HighTower Advisors
119
HighTower Advisors
Illinois
$286K +$1.27K +33 +0.4%
SS
120
Sunbelt Securities
Texas
$280K +$116 +3 +0%
NFSG
121
Newbridge Financial Services Group
Florida
$279K +$13.5K +350 +5%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$268K -$116K -3,011 -30%
PFO
123
Pathstone Family Office
New Jersey
$243K +$243K +6,297 New
FAM
124
Family Asset Management
South Carolina
$239K -$557K -14,442 -70%
OC
125
Oppenheimer & Co
New York
$225K +$225K +5,822 New
3 4
5
6 7