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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

241 hedge funds and large institutions have $941M invested in Fidelity High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 120 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+23
Holders Change %
+10.55%
% of All Funds
3.51%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
120
Reduced
47
Closed
12
Calls
$323K
Puts
–
Net Calls
+$323K
Net Calls Change
-$44K

Top Buyers

1
AF
1
Allworth Financial
California
$21.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$116M
4
Morgan Stanley
4
Morgan Stanley
New York
$62.2M
5
MIA
5
Milestone Investment Advisors
Wisconsin
$10.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$29.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$14.3M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.39M
5
MAV
5
Mason & Associates (Virginia)
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Ameritas Advisory Services
Nebraska
$1.02M +$51.6K +1,102 +5%
Envestnet Portfolio Solutions
102
Envestnet Portfolio Solutions
Illinois
$1.01M +$220K +4,706 +28%
SIA
103
Soltis Investment Advisors
Utah
$983K +$1.64K +35 +0.2%
SM
104
Sweeney & Michel
California
$979K +$6.54K +138 +0.7%
PWM
105
Perigon Wealth Management
California
$970K +$555K +11,867 +134%
CP
106
Castleview Partners
Texas
$970K +$8.94K +191 +0.9%
LI
107
LVZ Inc
Michigan
$956K -$74.7K -1,597 -7%
EH
108
Equitable Holdings
New York
$954K +$378K +8,088 +66%
AWM
109
Avaii Wealth Management
Wisconsin
$930K -$206K -4,401 -18%
PCIA
110
Prime Capital Investment Advisors
Kansas
$866K +$35.6K +762 +4%
IAN
111
Integrated Advisors Network
Texas
$832K – – –
CMI
112
Clare Market Investments
Texas
$830K +$187K +4,000 +29%
CIA
113
Concurrent Investment Advisors
Florida
$827K -$220K -4,705 -21%
BA
114
Ballew Advisors
Mississippi
$808K +$808K +16,732 New
MWM
115
Melfa Wealth Management
Massachusetts
$804K +$80K +1,711 +11%
SFA
116
Sequoia Financial Advisors
Ohio
$790K -$889 -19 -0.1%
GWS
117
Glassman Wealth Services
Virginia
$763K – – –
Millennium Management
118
Millennium Management
New York
$757K +$757K +16,192 New
HNWAG
119
High Net Worth Advisory Group
Florida
$708K -$93.6K -2,000 -12%
AWM
120
Accurate Wealth Management
Florida
$670K -$53.4K -1,105 -7%
NAS
121
Nicolet Advisory Services
Wisconsin
$661K +$25.6K +535 +4%
CTI
122
Community Trust & Investment
Kentucky
$656K -$14.2K -304 -2%
WIM
123
Westside Investment Management
California
$651K +$67.9K +1,451 +12%
PJSIMP
124
P.J. Schmidt Investment Management (PJS)
Wisconsin
$610K +$286K +6,103 +88%
HighTower Advisors
125
HighTower Advisors
Illinois
$595K +$91.4K +1,950 +18%
3 4
5
6 7