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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

218 hedge funds and large institutions have $840M invested in Fidelity High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+29
Holders Change %
+15.34%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
94
Reduced
54
Closed
10
Calls
$367K
Puts
–
Net Calls
+$367K
Net Calls Change
+$25K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$102M
2
AT
Arden Trust
Delaware
$10.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$17.4M
4
Bank of America
Bank of America
North Carolina
$49.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.43M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$51.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.55M
3
OWA
Octavia Wealth Advisors
Ohio
$912K
4
Jane Street
Jane Street
New York
$10.2M
5
AWM
AE Wealth Management
Kansas
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
101
Octavia Wealth Advisors
Ohio
$912K -$5.24M -115,584 -85%
Mariner
102
Mariner
Kansas
$837K -$107K -2,363 -11%
IAN
103
Integrated Advisors Network
Texas
$805K -$45 -1 -0%
PCIA
104
Prime Capital Investment Advisors
Kansas
$805K – – –
HNWAG
105
High Net Worth Advisory Group
Florida
$776K – – –
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$766K +$159K +3,507 +26%
SFA
107
Sequoia Financial Advisors
Ohio
$766K +$1.22K +27 +0.2%
GWS
108
Glassman Wealth Services
Virginia
$739K +$739K +16,310 New
KWM
109
Kingsview Wealth Management
Oregon
$706K +$157K +3,467 +29%
MWM
110
Melfa Wealth Management
Massachusetts
$702K +$702K +15,486 New
AWM
111
Accurate Wealth Management
Florida
$652K -$356K -8,168 -35%
CTI
112
Community Trust & Investment
Kentucky
$649K -$32.4K -715 -5%
BRWA
113
B. Riley Wealth Advisors
Florida
$647K -$263K -6,803 -29%
CAC
114
Certified Advisory Corp
Florida
$640K +$453 +10 +0.1%
CMI
115
Clare Market Investments
Texas
$623K +$27.2K +600 +5%
NAS
116
Nicolet Advisory Services
Wisconsin
$599K +$599K +13,273 New
SFS
117
Sowell Financial Services
Arkansas
$584K -$11.5K -255 -2%
WIM
118
Westside Investment Management
California
$565K +$175K +3,865 +45%
EH
119
Equitable Holdings
New York
$557K +$557K +12,297 New
LWM
120
LongView Wealth Management
Georgia
$548K +$60.7K +1,340 +12%
CIA
121
Capital Investment Advisors
Georgia
$535K +$181 +4 +0%
EW
122
Element Wealth
Mississippi
$532K +$98.2K +2,167 +23%
AWS
123
Atria Wealth Solutions
New York
$529K +$529K +11,685 New
MAM
124
MWA Asset Management
Massachusetts
$526K +$29.7K +655 +6%
FTS
125
Fifth Third Securities
Ohio
$514K +$514K +11,337 New
3 4
5
6 7