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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

162 hedge funds and large institutions have $486M invested in Fidelity High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
84
Reduced
29
Closed
16
Calls
$31K
Puts
$27K
Net Calls
+$4K
Net Calls Change
-$409K

Top Buyers

1
Jane Street
Jane Street
New York
$15.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$64M
3
ME
McIlrath & Eck
Washington
$13.8M
4
IWC
Integrated Wealth Concepts
Massachusetts
$20.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.27M

Top Sellers

1
LI
LVZ Inc
Michigan
$1.61M
2
CCA
Childress Capital Advisors
Texas
$26.6M
3
Citadel Advisors
Citadel Advisors
Florida
$447K
4
CA
Calton & Associates
Florida
$344K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFCL
126
Strengthening Families & Communities LLC
Massachusetts
$223K -$14.3K -370 -6%
AB
127
Atlas Brown
Kentucky
$222K +$386 +10 +0.2%
BCI
128
Brinker Capital Investments
Pennsylvania
$216K – – –
OPS
129
Orion Portfolio Solutions
Nebraska
$216K – – –
FWA
130
FSC Wealth Advisors
New York
$167K +$10.9K +283 +7%
HI
131
Harbour Investments
Wisconsin
$156K +$51.9K +1,345 +50%
BAAM
132
Baker Avenue Asset Management
California
$152K +$463 +12 +0.3%
HGERS
133
Householder Group Estate & Retirement Specialist
Arizona
$131K +$131K +3,385 New
SWM
134
Spire Wealth Management
Virginia
$120K +$26.3K +682 +28%
AAP
135
Arax Advisory Partners
Colorado
$117K – – –
AIM
136
Anchor Investment Management
South Carolina
$117K +$99.1K +2,567 +567%
AAG
137
Armstrong Advisory Group
Massachusetts
$111K +$347 +9 +0.3%
VNA
138
Valley National Advisers
Pennsylvania
$94K – – –
BONH
139
Bank of New Hampshire
New Hampshire
$64.9K – – –
CA
140
Clearstead Advisors
Ohio
$63.8K +$31.9K +827 +100%
GRP
141
Global Retirement Partners
California
$57.4K +$31.3K +827 +120%
FAM
142
Flaharty Asset Management
Florida
$45.2K +$45.2K +1,171 New
Citigroup
143
Citigroup
New York
$30.9K – – –
Comerica Bank
144
Comerica Bank
Texas
$30.2K +$30.2K +783 New
GWM
145
Geneos Wealth Management
Colorado
$26.8K – – –
S
146
Syntrinsic
Colorado
$21.6K +$21.6K +560 New
S
147
SignatureFD
Georgia
$18.8K – – –
CCM
148
Chilton Capital Management
Texas
$15.8K – – –
BHWM
149
Beaird Harris Wealth Management
Texas
$12.7K +$77 +2 +0.6%
EWA
150
EverSource Wealth Advisors
Alabama
$12.2K +$12.2K +317 New
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6
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