FDVV icon

Fidelity High Dividend ETF
FDVV

Overview Fund Activity

218 hedge funds and large institutions have $840M invested in Fidelity High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+29
Holders Change %
+15.34%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
94
Reduced
54
Closed
10
Calls
$367K
Puts
–
Net Calls
+$367K
Net Calls Change
+$25K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$102M
2
AT
Arden Trust
Delaware
$10.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$17.4M
4
Bank of America
Bank of America
North Carolina
$49.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.43M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$51.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.55M
3
OWA
Octavia Wealth Advisors
Ohio
$912K
4
Jane Street
Jane Street
New York
$10.2M
5
AWM
AE Wealth Management
Kansas
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
126
Core Wealth Advisors
Florida
$510K -$7.43K -164 -1%
FWA
127
FSC Wealth Advisors
New York
$506K +$195K +4,314 +63%
HighTower Advisors
128
HighTower Advisors
Illinois
$488K -$31K -682 -6%
NS
129
NBC Securities
Alabama
$464K -$3.89K -86 -0.8%
PAG
130
Powers Advisory Group
Illinois
$449K +$449K +9,908 New
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$448K +$448K +9,895 New
RJT
132
Raymond James Trust
Florida
$444K +$18.9K +418 +4%
BLC
133
Brown, Lisle/Cummings
Rhode Island
$437K +$13.6K +300 +3%
CFG
134
Citizens Financial Group
Rhode Island
$430K – – –
AF
135
Allworth Financial
California
$430K +$11.7K +258 +3%
FA
136
FSA Advisors
Michigan
$425K -$8.34K -184 -2%
WIP
137
WealthCare Investment Partners
Rhode Island
$424K +$424K +9,359 New
CGA
138
Crescent Grove Advisors
Illinois
$424K +$22.3K +492 +6%
PA
139
PFG Advisors
Arizona
$421K -$90.2K -1,990 -18%
TCM
140
Tandem Capital Management
New Jersey
$413K +$6.8K +150 +2%
SAI
141
Savvy Advisors Inc
New York
$412K +$412K +9,088 New
WMA
142
Wealth Management Associates
New Jersey
$407K +$187 +4 +0%
1WA
143
180 Wealth Advisors
Washington
$403K -$4.98K -110 -1%
PWM
144
Perigon Wealth Management
California
$402K +$11.1K +245 +3%
BCA
145
Bay Colony Advisors
Massachusetts
$400K +$7.2K +159 +2%
HIC
146
Hartline Investment Corp
Illinois
$400K +$400K +8,839 New
WFS
147
Widmann Financial Services
Maryland
$395K +$73.1K +1,614 +23%
VCA
148
Verdence Capital Advisors
Maryland
$365K +$365K +8,053 New
FHA
149
Flagship Harbor Advisors
Massachusetts
$348K -$14.8K -327 -4%
AO
150
Advisor OS
Illinois
$340K – – –
4 5
6
7 8