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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

305 hedge funds and large institutions have $3.52B invested in Fidelity High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 160 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+43
Holders Change %
+16.41%
% of All Funds
4.06%
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
160
Reduced
43
Closed
17
Calls
$684K
Puts
$85K
Net Calls
+$599K
Net Calls Change
+$239K

Top Buyers

1
LPL Financial
LPL Financial
California
$91.8M
2
IAA
Independent Advisor Alliance
North Carolina
$44.2M
3
Morgan Stanley
Morgan Stanley
New York
$98.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$156M
5
EH
Equitable Holdings
New York
$16M

Top Sellers

1
GMFG
Greater Midwest Financial Group
Minnesota
$431K
2
Prudential Financial
Prudential Financial
New Jersey
$0
3
BG
Bollard Group
Massachusetts
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$56.4M
5
PCS
Personal CFO Solutions
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
126
Private Wealth Partners
California
$1.14M – – –
CA
127
CoreCap Advisors
Michigan
$1.14M +$557K +11,153 +96%
HighTower Advisors
128
HighTower Advisors
Illinois
$1.13M +$310K +6,200 +38%
PWM
129
Perigon Wealth Management
California
$1.13M -$13.8K -274 -1%
CW
130
Code Waechter
Florida
$1.1M – – –
SIA
131
Soltis Investment Advisors
Utah
$1.05M +$2.55K +51 +0.2%
PJSIMP
132
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.01M +$30.6K +612 +3%
SF
133
SageOak Financial
Oklahoma
$992K +$992K +19,860 New
CMI
134
Clare Market Investments
Texas
$979K +$79.9K +1,600 +9%
IAN
135
Integrated Advisors Network
Texas
$957K +$61.6K +1,234 +7%
PA
136
PFG Advisors
Arizona
$940K +$309K +6,193 +49%
WIM
137
Westside Investment Management
California
$927K +$215K +4,301 +30%
NAS
138
Nicolet Advisory Services
Wisconsin
$892K +$151K +3,067 +20%
MWM
139
Melfa Wealth Management
Massachusetts
$872K +$12.9K +258 +1%
SAI
140
Savvy Advisors Inc
New York
$870K +$221K +4,426 +34%
WA
141
Waverly Advisors
Alabama
$868K +$597K +11,952 +220%
LI
142
LVZ Inc
Michigan
$844K +$2.25K +45 +0.3%
SS
143
Sunbelt Securities
Texas
$844K -$897 -18 -0.1%
PAG
144
Powers Advisory Group
Illinois
$839K +$51.4K +1,030 +7%
MAG
145
Mayfair Advisory Group
Alabama
$836K – – –
OFA
146
Onyx Financial Advisors
Idaho
$824K – – –
CWA
147
Core Wealth Advisors
Florida
$808K +$76.3K +1,527 +10%
BW
148
BXM Wealth
Colorado
$799K +$799K +16,000 New
P
149
&Partners
Tennessee
$791K +$791K +15,667 New
KWM
150
KFG Wealth Management
Indiana
$786K +$166K +3,323 +27%
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