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Fidelity High Dividend ETF
FDVV

306 hedge funds and large institutions have $3.53B invested in Fidelity High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 161 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

705% more call options, than puts

Call options by funds: $684K | Put options by funds: $85K

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

274% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 43

200% more capital invested

Capital invested by funds: $1.18B → $3.53B (+$2.35B)

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

16% more funds holding

Funds holding: 263 → 306 (+43)

2.21% more ownership

Funds ownership: 32.23% → 34.45% (+2.2%)

Holders
306
Holders Change
+43
Holders Change %
+16.35%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
66
Increased
161
Reduced
43
Closed
17
Calls
$684K
Puts
$85K
Net Calls
+$599K
Net Calls Change
+$239K

Top Buyers

1
LPL Financial
LPL Financial
California
+$46.3M
2
IAA
Independent Advisor Alliance
North Carolina
+$45.3M
3
Morgan Stanley
Morgan Stanley
New York
+$20.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$17.7M
5
EH
Equitable Holdings
New York
+$14.9M

Top Sellers

1
GMFG
Greater Midwest Financial Group
Minnesota
-$13.7M
2
Prudential Financial
Prudential Financial
New Jersey
-$7.95M
3
BG
Bollard Group
Massachusetts
-$7.04M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.29M
5
PCS
Personal CFO Solutions
New Jersey
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
126
Private Wealth Partners
California
$1.14M – – –
CA
127
CoreCap Advisors
Michigan
$1.14M +$571K +11,153 +96%
HighTower Advisors
128
HighTower Advisors
Illinois
$1.13M +$318K +6,200 +38%
PWM
129
Perigon Wealth Management
California
$1.13M -$14K -274 -1%
CW
130
Code Waechter
Florida
$1.1M – – –
SIA
131
Soltis Investment Advisors
Utah
$1.05M +$2.61K +51 +0.2%
PJSIMP
132
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.01M +$31.4K +612 +3%
SF
133
SageOak Financial
Oklahoma
$992K +$1.02M +19,860 New
CMI
134
Clare Market Investments
Texas
$979K +$82K +1,600 +9%
IAN
135
Integrated Advisors Network
Texas
$957K +$63.2K +1,234 +7%
PA
136
PFG Advisors
Arizona
$940K +$317K +6,193 +49%
WIM
137
Westside Investment Management
California
$927K +$220K +4,301 +30%
NAS
138
Nicolet Advisory Services
Wisconsin
$892K +$157K +3,067 +20%
MWM
139
Melfa Wealth Management
Massachusetts
$872K +$13.2K +258 +1%
SAI
140
Savvy Advisors Inc
New York
$870K +$227K +4,426 +34%
WA
141
Waverly Advisors
Alabama
$868K +$612K +11,952 +220%
LI
142
LVZ Inc
Michigan
$844K +$2.31K +45 +0.3%
SS
143
Sunbelt Securities
Texas
$844K -$922 -18 -0.1%
PAG
144
Powers Advisory Group
Illinois
$839K +$52.8K +1,030 +7%
MAG
145
Mayfair Advisory Group
Alabama
$836K – – –
OFA
146
Onyx Financial Advisors
Idaho
$824K – – –
CWAF
147
Core Wealth Advisors (Florida)
Florida
$808K +$78.2K +1,527 +10%
BW
148
BXM Wealth
Colorado
$799K +$820K +16,000 New
P
149
&Partners
Tennessee
$791K +$803K +15,667 New
KWM
150
KFG Wealth Management
Indiana
$786K +$170K +3,323 +27%
4 5
6
7 8

FDVV Hedge Fund Activity: Q4 2024 in Review

306 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q4 2024, worth a combined $3.53B — up 200% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new FDVV positions and 17 closed out — a net gain of 49 holders — while 161 added to existing stakes and 43 trimmed.

The largest buyer was LPL Financial, adding an estimated $46.3M. The largest seller was Greater Midwest Financial Group, cutting an estimated $13.7M.

  • 306 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q4 2024, up from 263 in Q3 2024.
  • Funds reported $3.53B of Fidelity High Dividend ETF stock for Q4 2024, up 200% quarter-over-quarter.
  • 66 funds opened new Fidelity High Dividend ETF positions in Q4 2024 and 17 closed out, a net change of +49 holders.
  • The largest Fidelity High Dividend ETF buyer in Q4 2024 was LPL Financial, an estimated $46.3M added.
  • The largest Fidelity High Dividend ETF seller in Q4 2024 was Greater Midwest Financial Group, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.