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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

262 hedge funds and large institutions have $1.18B invested in Fidelity High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
3.79%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
41
Increased
132
Reduced
52
Closed
17
Calls
$360K
Puts
–
Net Calls
+$360K
Net Calls Change
+$37K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$47.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$140M
3
SL
3
Systelligence LLC
Minnesota
$14.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$79.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$63.4M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$14.8M
2
Jane Street
2
Jane Street
New York
$8M
3
Bank of America
3
Bank of America
North Carolina
$53M
4
KWM
4
Kingsview Wealth Management
Oregon
$1.38M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$1.38M -$2.63M -51,862 -66%
Lido Advisors
102
Lido Advisors
California
$1.33M +$92.4K +1,824 +7%
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$1.24M +$147K +2,910 +13%
CPC
104
Consolidated Planning Corp
Georgia
$1.22M -$141K -2,785 -10%
OWA
105
Octavia Wealth Advisors
Ohio
$1.21M +$11.2K +222 +0.9%
SPC
106
Sigma Planning Corp
Michigan
$1.19M -$233K -4,606 -16%
PWP
107
Private Wealth Partners
California
$1.15M – – –
PWM
108
Perigon Wealth Management
California
$1.14M +$93.8K +1,851 +9%
CW
109
Code Waechter
Florida
$1.11M +$1.11M +21,958 New
SIA
110
Soltis Investment Advisors
Utah
$1.07M +$1.62K +32 +0.2%
Two Sigma Investments
111
Two Sigma Investments
New York
$1.02M +$1.02M +20,100 New
PJSIMP
112
P.J. Schmidt Investment Management (PJS)
Wisconsin
$989K +$329K +6,488 +50%
SM
113
Sweeney & Michel
California
$930K -$139K -2,684 -13%
BAM
114
Belpointe Asset Management
Nevada
$925K +$925K +18,263 New
CMI
115
Clare Market Investments
Texas
$912K +$12.7K +250 +1%
IAN
116
Integrated Advisors Network
Texas
$908K +$8.1K +160 +0.9%
MWM
117
Melfa Wealth Management
Massachusetts
$871K +$253 +5 +0%
SS
118
Sunbelt Securities
Texas
$859K +$524K +10,343 +157%
LI
119
LVZ Inc
Michigan
$854K -$182K -3,586 -18%
MAG
120
Mayfair Advisory Group
Alabama
$846K +$472K +9,343 +126%
HighTower Advisors
121
HighTower Advisors
Illinois
$837K +$193K +3,801 +30%
OFA
122
Onyx Financial Advisors
Idaho
$836K +$836K +16,496 New
GWS
123
Glassman Wealth Services
Virginia
$826K – – –
AAS
124
Ameritas Advisory Services
Nebraska
$803K -$301K -5,950 -27%
PAG
125
Powers Advisory Group
Illinois
$799K +$169K +3,332 +27%
3 4
5
6 7