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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

189 hedge funds and large institutions have $711M invested in Fidelity High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
44
Increased
90
Reduced
40
Closed
13
Calls
$342K
Puts
–
Net Calls
+$342K
Net Calls Change
+$338K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
Bank of America
2
Bank of America
North Carolina
$37.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$13.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$42M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$79.3M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$157K
2
CCA
2
Childress Capital Advisors
Texas
$24.3M
3
Jane Street
3
Jane Street
New York
$12.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SIS
5
Strategic Investment Solutions
Illinois
$8.46K
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
126
Flagship Harbor Advisors
Massachusetts
$339K 8,015 +37 +0.5%
SWM
127
Spire Wealth Management
Virginia
$323K 7,586 +4,466 +143%
AO
128
Advisor OS
Illinois
$317K 7,504 +7,504 New
AAS
129
Ameritas Advisory Services
Nebraska
$313K 7,250 -7,170 -50%
WFS
130
Widmann Financial Services
Maryland
$300K 7,104 +7,104 New
SS
131
Sunbelt Securities
Texas
$299K 7,078 -178 -2%
CWM
132
Centurion Wealth Management
Virginia
$293K 6,926 +6,926 New
TP
133
Tranquility Partners
Tennessee
$291K 6,893 -3,909 -36%
FWA
134
FSC Wealth Advisors
New York
$290K 6,860 +2,524 +58%
MWM
135
Mission Wealth Management
California
$288K 6,811 +6,811 New
Pathstone Holdings
136
Pathstone Holdings
New Jersey
$273K 6,465 +6,465 New
Millennium Management
137
Millennium Management
New York
$263K 6,225 +6,225 New
ST
138
Smithfield Trust
Pennsylvania
$262K 6,200 +6,200 New
FAM
139
Family Asset Management
South Carolina
$260K 6,155 -50 -0.8%
DJYG
140
David J. Yvars Group
Florida
$251K 5,915 +5,915 New
KWA
141
Kingswood Wealth Advisors
California
$247K 5,850 +5,850 New
AP
142
Aspect Partners
Virginia
$247K 5,840 +5,840 New
AB
143
Atlas Brown
Kentucky
$243K 5,756 +13 +0.2%
HI
144
Harbour Investments
Wisconsin
$242K 5,726 +1,686 +42%
SVWG
145
Shared Vision Wealth Group
United States
$241K 5,700 +5,700 New
NFSG
146
Newbridge Financial Services Group
Florida
$237K 5,611 -1,625 -22%
NEPWA
147
New England Private Wealth Advisors
Massachusetts
$237K 5,595 +5,595 New
PJSIMP
148
P.J. Schmidt Investment Management (PJS)
Wisconsin
$236K 5,490 +5,490 New
BCI
149
Brinker Capital Investments
Pennsylvania
$226K 5,314 -284 -5%
OPS
150
Orion Portfolio Solutions
Nebraska
$226K 5,314 -284 -5%
4 5
6
7 8