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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

189 hedge funds and large institutions have $711M invested in Fidelity High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
44
Increased
90
Reduced
40
Closed
13
Calls
$342K
Puts
–
Net Calls
+$342K
Net Calls Change
+$338K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
Bank of America
2
Bank of America
North Carolina
$37.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$13.8M
4
LWM
4
Lakeridge Wealth Management
Ohio
$10.8M
5
GMFG
5
Greater Midwest Financial Group
Minnesota
$10.4M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$157K
2
CCA
2
Childress Capital Advisors
Texas
$24.3M
3
Jane Street
3
Jane Street
New York
$12.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SIS
5
Strategic Investment Solutions
Illinois
$8.46K
Name Market Value Shares Shares
Change 		Shares
Change %
CMI
101
Clare Market Investments
Texas
$556K 13,150 – –
CFGS
102
Concourse Financial Group Securities
Alabama
$545K 12,899 +2,921 +29%
KWM
103
Kingsview Wealth Management
Oregon
$512K 12,108 +12,108 New
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$504K 11,921 +11,921 New
CIA
105
Capital Investment Advisors
Georgia
$499K 11,797 +49 +0.4%
CWA
106
Core Wealth Advisors
Florida
$483K 11,425 +272 +2%
HighTower Advisors
107
HighTower Advisors
Illinois
$482K 11,429 +4,019 +54%
PA
108
PFG Advisors
Arizona
$477K 11,280 -2,211 -16%
MAM
109
MWA Asset Management
Massachusetts
$463K 10,945 -499 -4%
LWM
110
LongView Wealth Management
Georgia
$454K 10,754 +10,754 New
NS
111
NBC Securities
Alabama
$437K 10,346 -905 -8%
FA
112
FSA Advisors
Michigan
$405K 9,568 +9,568 New
EW
113
Element Wealth
Mississippi
$404K 9,565 +1,000 +12%
CFG
114
Citizens Financial Group
Rhode Island
$402K 9,500 +9,500 New
RJT
115
Raymond James Trust
Florida
$397K 9,379 +9,379 New
BLC
116
Brown, Lisle/Cummings
Rhode Island
$395K 9,350 +1,300 +16%
AF
117
Allworth Financial
California
$390K 9,225 +988 +12%
1WA
118
180 Wealth Advisors
Washington
$381K 9,000 +15 +0.2%
TCM
119
Tandem Capital Management
New Jersey
$379K 8,965 +170 +2%
CGA
120
Crescent Grove Advisors
Illinois
$374K 8,857 +8,857 New
WMA
121
Wealth Management Associates
New Jersey
$368K 8,700 -11,098 -56%
BCA
122
Bay Colony Advisors
Massachusetts
$367K 8,680 +310 +4%
PWM
123
Perigon Wealth Management
California
$365K 8,634 +790 +10%
WIM
124
Westside Investment Management
California
$364K 8,600 -150 -2%
CCM
125
Crabel Capital Management
California
$359K 8,484 +8,484 New
3 4
5
6 7