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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

342 hedge funds and large institutions have $1.84B invested in Fidelity High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+37
Holders Change %
+12.13%
% of All Funds
4.65%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.31%
New
58
Increased
172
Reduced
66
Closed
17
Calls
$605K
Puts
$84K
Net Calls
+$521K
Net Calls Change
-$78K

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$77.6M
2
DWM
Dynasty Wealth Management
Florida
+$29.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$28.3M
4
SWP
Sagespring Wealth Partners
Tennessee
+$26.7M
5
Osaic Holdings
Osaic Holdings
Arizona
+$21.1M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$44.2M
2
MWM
Mascoma Wealth Management
New Hampshire
-$12.9M
3
Jane Street
Jane Street
New York
-$12M
4
EH
Equitable Holdings
New York
-$11.5M
5
MFS
Madrona Financial Services
Washington
-$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$1.5M -$93.4K -1,884 -6%
SPC
127
Sigma Planning Corp
Michigan
$1.36M +$213K +4,289 +19%
BA
128
Ballew Advisors
Mississippi
$1.34M +$51.3K +1,109 +4%
PWP
129
Precedent Wealth Partners
Texas
$1.3M +$772K +15,557 +146%
CP
130
Castleview Partners
Texas
$1.29M -$966K -19,476 -43%
Citadel Advisors
131
Citadel Advisors
Florida
$1.28M +$977K +19,702 +318%
CFB
132
Cullen/Frost Bankers
Texas
$1.24M +$831K +16,756 +203%
OWA
133
Octavia Wealth Advisors
Ohio
$1.23M +$15.4K +311 +1%
CAGAS
134
Capital Advisory Group Advisory Services
Minnesota
$1.23M -$19.9K -401 -2%
CA
135
CoreCap Advisors
Michigan
$1.21M +$82.5K +1,664 +7%
GVAG
136
Great Valley Advisor Group
Delaware
$1.21M +$477K +9,616 +65%
PWM
137
Perigon Wealth Management
California
$1.19M +$83.6K +1,685 +8%
PAG
138
Powers Advisory Group
Illinois
$1.15M +$321K +6,464 +38%
CMI
139
Clare Market Investments
Texas
$1.15M +$177K +3,575 +18%
CPC
140
Consolidated Planning Corp
Georgia
$1.15M +$14.7K +296 +1%
GIA
141
Gladstone Institutional Advisory
Florida
$1.14M -$270K -5,451 -19%
PJSIMP
142
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.13M +$134K +2,698 +13%
PWP
143
Private Wealth Partners
California
$1.13M – – –
KWM
144
KFG Wealth Management
Indiana
$1.13M +$348K +7,022 +45%
AP
145
Advisors Preferred
Maryland
$1.13M +$442K +8,906 +64%
Lido Advisors
146
Lido Advisors
California
$1.13M -$129K -2,591 -10%
WIM
147
Westside Investment Management
California
$1.11M +$193K +3,901 +21%
RFW
148
Rainier Family Wealth
Washington
$1.11M +$1.11M +22,331 New
CW
149
Code Waechter
Florida
$1.09M – – –
SIA
150
Soltis Investment Advisors
Utah
$1.05M +$2.23K +45 +0.2%
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6
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