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Fidelity High Dividend ETF
FDVV

242 hedge funds and large institutions have $941M invested in Fidelity High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 121 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

157% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 47

12% more capital invested

Capital invested by funds: $840M → $941M (+$101M)

11% more funds holding

Funds holding: 218 → 242 (+24)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1.24% less ownership

Funds ownership: 33.54% → 32.3% (-1.2%)

Holders
242
Holders Change
+24
Holders Change %
+11.01%
% of All Funds
3.5%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
121
Reduced
47
Closed
12
Calls
$323K
Puts
–
Net Calls
+$323K
Net Calls Change
-$44K

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$19.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.3M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11M
4
Morgan Stanley
Morgan Stanley
New York
+$8.75M
5
MIA
Milestone Investment Advisors
Wisconsin
+$7.41M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$24.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$9.98M
3
LNC
Lincoln National Corp
Pennsylvania
-$9.87M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.2M
5
MAV
Mason & Associates (Virginia)
Virginia
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
126
Core Wealth Advisors (Florida)
Florida
$593K +$64.7K +1,415 +13%
SFS
127
Sowell Financial Services
Arkansas
$586K -$17.1K -373 -3%
PAG
128
Powers Advisory Group
Illinois
$582K +$116K +2,537 +26%
EW
129
Element Wealth
Mississippi
$581K +$31.9K +698 +6%
LWM
130
LongView Wealth Management
Georgia
$568K +$2.33K +51 +0.4%
MAM
131
MWA Asset Management
Massachusetts
$561K +$18.2K +398 +3%
IA
132
IFG Advisory
Georgia
$554K +$542K +11,853 New
FWA
133
FSC Wealth Advisors
New York
$536K +$13.4K +293 +3%
KWM
134
KFG Wealth Management
Indiana
$530K +$187K +4,082 +56%
FLPIM
135
F.L. Putnam Investment Management
Massachusetts
$514K +$502K +10,978 New
FCH
136
Freestone Capital Holdings
Washington
$511K +$500K +10,924 New
WFS
137
Widmann Financial Services
Maryland
$472K +$62.4K +1,364 +16%
SOS
138
Silver Oak Securities
Tennessee
$470K +$459K +10,039 New
ACM
139
Absolute Capital Management
Pennsylvania
$468K +$457K +10,000 New
RJT
140
Raymond James Trust
Florida
$458K – – –
BLC
141
Brown, Lisle/Cummings
Rhode Island
$451K – – –
SAI
142
Savvy Advisors Inc
New York
$444K +$18.2K +399 +4%
TA
143
TruWealth Advisors
Louisiana
$442K +$164K +3,588 +61%
WIP
144
WealthCare Investment Partners
Rhode Island
$441K +$2.88K +63 +0.7%
FA
145
FSA Advisors
Michigan
$439K – – –
TCM
146
Tandem Capital Management
New Jersey
$434K +$2.52K +55 +0.6%
PA
147
PFG Advisors
Arizona
$431K -$3.43K -75 -0.8%
1WA
148
180 Wealth Advisors
Washington
$426K – – –
BCA
149
Bay Colony Advisors
Massachusetts
$416K +$2.7K +59 +0.7%
CGA
150
Crescent Grove Advisors
Illinois
$411K -$25.7K -561 -6%
4 5
6
7 8

FDVV Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2024, worth a combined $941M — up 12% from $840M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FDVV positions and 12 closed out — a net gain of 29 holders — while 121 added to existing stakes and 47 trimmed.

The largest buyer was Allworth Financial, adding an estimated $19.9M. The largest seller was Osaic Holdings, cutting an estimated $24.5M.

  • 242 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2024, up from 218 in Q1 2024.
  • Funds reported $941M of Fidelity High Dividend ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 41 funds opened new Fidelity High Dividend ETF positions in Q2 2024 and 12 closed out, a net change of +29 holders.
  • The largest Fidelity High Dividend ETF buyer in Q2 2024 was Allworth Financial, an estimated $19.9M added.
  • The largest Fidelity High Dividend ETF seller in Q2 2024 was Osaic Holdings, an estimated $24.5M sold.

Based on aggregated 13F filings for Q2 2024.