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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

136 hedge funds and large institutions have $341M invested in Fidelity High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
60
Reduced
34
Closed
18
Calls
$392K
Puts
$15K
Net Calls
+$377K
Net Calls Change
+$106K

Top Buyers

1
Jane Street
1
Jane Street
New York
$18.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$23.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.2M
5
LPL Financial
5
LPL Financial
California
$10.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$5.45M
3
AWM
3
Accurate Wealth Management
Florida
$1.15M
4
LNC
4
Lincoln National Corp
Pennsylvania
$997K
5
BFA
5
BMS Financial Advisors
South Dakota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
126
Belpointe Asset Management
Nevada
$11K +$11K +296 New
TRCT
127
Tower Research Capital (TRC)
New York
$11K +$11K +289 New
LOIP
128
Live Oak Investment Partners
Texas
$4.63K – – –
TIM
129
Tortoise Investment Management
New York
$3.73K – – –
HI
130
Harbour Investments
Wisconsin
$3.73K +$3.73K +100 New
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
LC
132
Lindbrook Capital
California
$1.87K – – –
SIS
133
Sound Income Strategies
Florida
$1.65K – – –
LFG
134
Larson Financial Group
Missouri
$1.12K – – –
EE
135
EWG Elevate
California
$933 +$933 +25 New
SPIA
136
Steward Partners Investment Advisory
New York
$187 +$187 +5 New
WIM
137
Westside Investment Management
California
$175 – – –
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
– -$2.5M -75,718 Closed
BFA
139
BMS Financial Advisors
South Dakota
– -$872K -26,398 Closed
UCFA
140
United Capital Financial Advisors
Texas
– -$404K -12,226 Closed
FAM
141
Flaharty Asset Management
Florida
– -$361K -10,944 Closed
GM
142
GeoWealth Management
Illinois
– -$282K -8,536 Closed
Renaissance Technologies
143
Renaissance Technologies
New York
– -$277K -8,400 Closed
HWM
144
HB Wealth Management
Georgia
– -$248K -7,523 Closed
VC
145
Vicus Capital
Pennsylvania
– -$208K -6,300 Closed
AIP
146
Almanack Investment Partners
Pennsylvania
– -$193K -5,840 Closed
EIP
147
Ellis Investment Partners
Pennsylvania
– -$143K -4,331 Closed
WT
148
Whittier Trust
California
– -$92K -2,800 Closed
ACM
149
Absolute Capital Management
Pennsylvania
– -$66.4K -2,012 Closed
LWP
150
Laurel Wealth Planning
Minnesota
– -$24K -714 Closed
3 4 5
6
7