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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

342 hedge funds and large institutions have $1.84B invested in Fidelity High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+37
Holders Change %
+12.13%
% of All Funds
4.65%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.31%
New
58
Increased
172
Reduced
66
Closed
17
Calls
$605K
Puts
$84K
Net Calls
+$521K
Net Calls Change
-$78K

Top Buyers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$90.6M
2
DWM
2
Dynasty Wealth Management
Florida
$29.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$47.8M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$26.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$57.6M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
MWM
2
Mascoma Wealth Management
New Hampshire
$2.51M
3
Jane Street
3
Jane Street
New York
$6.48M
4
EH
4
Equitable Holdings
New York
$4.36M
5
MFS
5
Madrona Financial Services
Washington
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
101
Sheets Smith Wealth Management
North Carolina
$2.24M +$2.24M +45,170 New
IWM
102
IHT Wealth Management
Illinois
$2.22M -$23.9K -481 -1%
IA
103
Integrity Alliance
Iowa
$2.2M +$183K +3,698 +9%
KWM
104
Kingsview Wealth Management
Oregon
$2.17M +$538K +10,851 +33%
PA
105
PFG Advisors
Arizona
$2.17M +$1.24M +24,950 +133%
WWP
106
Wise Wealth Partners
Arizona
$2.13M -$194K -3,904 -8%
CIA
107
Concurrent Investment Advisors
Florida
$2.12M +$74.6K +1,505 +4%
SPIA
108
Steward Partners Investment Advisory
New York
$2.07M +$75K +1,513 +4%
BIA
109
Barry Investment Advisors
Massachusetts
$2.05M +$50.6K +1,021 +3%
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$2.04M +$3.27K +66 +0.2%
HAS
111
HBW Advisory Services
California
$2.03M -$476K -9,587 -19%
HighTower Advisors
112
HighTower Advisors
Illinois
$2.03M +$903K +18,196 +80%
UW
113
Unique Wealth
Florida
$2M +$2M +40,411 New
SA
114
Sovran Advisors
California
$2M -$1.69M -36,236 -46%
LFAS
115
Level Four Advisory Services
Texas
$1.99M +$47.5K +957 +2%
HI
116
Harbour Investments
Wisconsin
$1.96M +$2.53K +51 +0.1%
PWA
117
Primoris Wealth Advisors
Florida
$1.95M +$546 +11 +0%
EWA
118
EP Wealth Advisors
California
$1.92M -$55.6K -1,121 -3%
BIA
119
Biondo Investment Advisors
Pennsylvania
$1.78M -$56.8K -1,145 -3%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$1.71M +$46.2K +931 +3%
CAC
121
Certified Advisory Corp
Florida
$1.69M +$83.9K +1,692 +5%
OFS
122
OneAscent Financial Services
Alabama
$1.67M -$65.4K -1,319 -4%
GWCM
123
Godshalk Welsh Capital Management
Pennsylvania
$1.59M +$69.4K +1,400 +5%
IAIM
124
International Assets Investment Management
Florida
$1.54M +$328K +6,616 +27%
BWA
125
Beam Wealth Advisors
Louisiana
$1.52M +$140K +2,825 +10%
3 4
5
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