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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

363 hedge funds and large institutions have $2.17B invested in Fidelity High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+21
Holders Change %
+6.14%
% of All Funds
4.87%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.34%
New
56
Increased
179
Reduced
75
Closed
25
Calls
$442K
Puts
$213K
Net Calls
+$229K
Net Calls Change
-$292K

Top Buyers

1
LPL Financial
LPL Financial
California
$143M
2
Jane Street
Jane Street
New York
$27.3M
3
AWA
Arkadios Wealth Advisors
Georgia
$26M
4
RW
Regimen Wealth
Georgia
$19.2M
5
KIM
Kestra Investment Management
Texas
$31M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$24.6M
2
KA
Kovack Advisors
Florida
$3.84M
3
PCIA
Prime Capital Investment Advisors
Kansas
$15.6M
4
AI
Atria Investments
North Carolina
$1.99M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Silverlake Wealth Management
Vermont
$1.3M +$1.3M +25,076 New
TA
152
TruWealth Advisors
Louisiana
$1.29M +$451K +8,664 +54%
CAGAS
153
Capital Advisory Group Advisory Services
Minnesota
$1.27M -$15.1K -290 -1%
FIA
154
Foundations Investment Advisors
Arizona
$1.24M +$317K +6,102 +34%
PWM
155
Perigon Wealth Management
California
$1.22M -$24.9K -478 -2%
OWA
156
Octavia Wealth Advisors
Ohio
$1.22M -$74.5K -1,433 -6%
CMI
157
Clare Market Investments
Texas
$1.21M – – –
PWP
158
Private Wealth Partners
California
$1.19M – – –
CPC
159
Consolidated Planning Corp
Georgia
$1.19M -$16.4K -316 -1%
PPWM
160
Paragon Private Wealth Management
Kentucky
$1.18M +$309K +5,945 +36%
CW
161
Code Waechter
Florida
$1.14M – – –
OFS
162
OneAscent Financial Services
Alabama
$1.14M -$612K -11,769 -35%
EFL
163
ERn Financial LLC
Wisconsin
$1.13M +$1.13M +21,760 New
JWCA
164
J.W. Cole Advisors
Florida
$1.13M +$96.2K +1,850 +9%
GIA
165
Gladstone Institutional Advisory
Florida
$1.12M -$75.5K -1,451 -6%
SIA
166
Soltis Investment Advisors
Utah
$1.12M +$18.7K +359 +2%
CWA
167
Core Wealth Advisors
Florida
$1.11M +$96.3K +1,852 +10%
SXL
168
Summit X LLC
Missouri
$1.08M +$1.08M +20,853 New
NIWA
169
New Insight Wealth Advisors
California
$1.07M +$1.07M +20,598 New
SC
170
Sapient Capital
Indiana
$1.05M +$1.05M +20,126 New
SFS
171
Sowell Financial Services
Arkansas
$1.04M +$219K +4,214 +27%
WA
172
Waverly Advisors
Alabama
$990K +$54.9K +1,055 +6%
MWM
173
Melfa Wealth Management
Massachusetts
$985K +$18.5K +356 +2%
LI
174
LVZ Inc
Michigan
$979K +$93.3K +1,793 +11%
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$976K +$477K +9,169 +96%
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