FDVV icon

Fidelity High Dividend ETF
FDVV

Overview Fund Activity

262 hedge funds and large institutions have $1.18B invested in Fidelity High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
3.79%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
41
Increased
132
Reduced
52
Closed
17
Calls
$360K
Puts
–
Net Calls
+$360K
Net Calls Change
+$37K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$47.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$140M
3
SL
3
Systelligence LLC
Minnesota
$14.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$79.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$63.4M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$14.8M
2
Jane Street
2
Jane Street
New York
$8M
3
Bank of America
3
Bank of America
North Carolina
$53M
4
KWM
4
Kingsview Wealth Management
Oregon
$1.38M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
126
Prime Capital Investment Advisors
Kansas
$787K -$151K -2,991 -16%
CF
127
Centaurus Financial
California
$778K +$778K +15,355 New
HNWAG
128
High Net Worth Advisory Group
Florida
$766K – – –
SFS
129
Sowell Financial Services
Arkansas
$766K +$132K +2,606 +21%
SWP
130
Stratos Wealth Partners
Ohio
$757K +$757K +14,939 New
NAS
131
Nicolet Advisory Services
Wisconsin
$755K +$60.2K +1,195 +9%
SFA
132
Sequoia Financial Advisors
Ohio
$745K -$111K -2,191 -13%
CWA
133
Core Wealth Advisors
Florida
$742K +$100K +1,978 +16%
GRP
134
Global Retirement Partners
California
$725K +$320K +6,326 +79%
WIM
135
Westside Investment Management
California
$722K +$17.5K +346 +2%
CTI
136
Community Trust & Investment
Kentucky
$720K +$9.52K +188 +1%
AWM
137
Avaii Wealth Management
Wisconsin
$710K -$297K -5,855 -29%
BRWA
138
B. Riley Wealth Advisors
Florida
$689K -$705K -13,973 -51%
AWM
139
Accurate Wealth Management
Florida
$684K -$25.1K -492 -4%
LWM
140
LongView Wealth Management
Georgia
$667K +$52.2K +1,031 +8%
SAI
141
Savvy Advisors Inc
New York
$658K +$178K +3,508 +37%
PA
142
PFG Advisors
Arizona
$640K +$173K +3,420 +37%
KWM
143
KFG Wealth Management
Indiana
$629K +$55.1K +1,087 +10%
TA
144
TruWealth Advisors
Louisiana
$615K +$137K +2,706 +29%
LSIA
145
LaSalle St. Investment Advisors
Illinois
$611K +$611K +12,075 New
FWA
146
FSC Wealth Advisors
New York
$605K +$24.1K +476 +4%
IA
147
IFG Advisory
Georgia
$603K +$3.09K +61 +0.5%
EW
148
Element Wealth
Mississippi
$593K -$36.6K -722 -6%
CA
149
CoreCap Advisors
Michigan
$588K +$588K +11,604 New
MA
150
Mutual Advisors
Nebraska
$575K +$575K +11,223 New
4 5
6
7 8