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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

241 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, 120 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+23
Holders Change %
+10.55%
% of All Funds
3.51%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
120
Reduced
47
Closed
12
Calls
$323K
Puts
–
Net Calls
+$323K
Net Calls Change
-$44K

Top Buyers

1
AF
1
Allworth Financial
California
$21.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$116M
4
Morgan Stanley
4
Morgan Stanley
New York
$62.2M
5
MIA
5
Milestone Investment Advisors
Wisconsin
$10.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$29.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$14.3M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.39M
5
MAV
5
Mason & Associates (Virginia)
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
126
Core Wealth Advisors
Florida
$593K +$66.2K +1,415 +13%
SFS
127
Sowell Financial Services
Arkansas
$586K -$17.4K -373 -3%
PAG
128
Powers Advisory Group
Illinois
$582K +$119K +2,537 +26%
EW
129
Element Wealth
Mississippi
$581K +$32.7K +698 +6%
LWM
130
LongView Wealth Management
Georgia
$568K +$2.39K +51 +0.4%
MAM
131
MWA Asset Management
Massachusetts
$561K +$18.6K +398 +3%
IA
132
IFG Advisory
Georgia
$554K +$554K +11,853 New
FWA
133
FSC Wealth Advisors
New York
$536K +$13.7K +293 +3%
KWM
134
KFG Wealth Management
Indiana
$530K +$191K +4,082 +56%
FLPIM
135
F.L. Putnam Investment Management
Massachusetts
$514K +$514K +10,978 New
FCH
136
Freestone Capital Holdings
Washington
$511K +$511K +10,924 New
WFS
137
Widmann Financial Services
Maryland
$472K +$63.8K +1,364 +16%
SOS
138
Silver Oak Securities
Tennessee
$470K +$470K +10,039 New
ACM
139
Absolute Capital Management
Pennsylvania
$468K +$468K +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 +$18.7K +399 +4%
TA
143
TruWealth Advisors
Louisiana
$442K +$168K +3,588 +61%
WIP
144
WealthCare Investment Partners
Rhode Island
$441K +$2.95K +63 +0.7%
FA
145
FSA Advisors
Michigan
$439K – – –
TCM
146
Tandem Capital Management
New Jersey
$434K +$2.6K +55 +0.6%
PA
147
PFG Advisors
Arizona
$431K -$3.51K -75 -0.8%
1WA
148
180 Wealth Advisors
Washington
$426K – – –
BCA
149
Bay Colony Advisors
Massachusetts
$416K +$2.76K +59 +0.7%
CGA
150
Crescent Grove Advisors
Illinois
$411K -$26.2K -561 -6%
4 5
6
7 8