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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

218 hedge funds and large institutions have $840M invested in Fidelity High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+29
Holders Change %
+15.34%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
94
Reduced
54
Closed
10
Calls
$367K
Puts
–
Net Calls
+$367K
Net Calls Change
+$25K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$102M
2
AT
Arden Trust
Delaware
$10.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$17.4M
4
Bank of America
Bank of America
North Carolina
$49.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.43M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$51.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.55M
3
OWA
Octavia Wealth Advisors
Ohio
$912K
4
Jane Street
Jane Street
New York
$10.2M
5
AWM
AE Wealth Management
Kansas
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
CoreCap Advisors
Michigan
$340K +$340K +7,499 New
MWM
152
Mission Wealth Management
California
$329K +$20.6K +455 +7%
KWM
153
KFG Wealth Management
Indiana
$329K +$329K +7,252 New
SWM
154
Spire Wealth Management
Virginia
$325K -$18.6K -411 -5%
PJSIMP
155
P.J. Schmidt Investment Management (PJS)
Wisconsin
$314K +$65.3K +1,441 +26%
TP
156
Tranquility Partners
Tennessee
$312K – – –
HI
157
Harbour Investments
Wisconsin
$308K +$48.1K +1,061 +19%
D.E. Shaw & Co
158
D.E. Shaw & Co
New York
$301K +$301K +6,641 New
SS
159
Sunbelt Securities
Texas
$299K -$21.9K -484 -7%
CWM
160
Centurion Wealth Management
Virginia
$295K -$18.6K -411 -6%
Pathstone Holdings
161
Pathstone Holdings
New Jersey
$293K – – –
GRP
162
Global Retirement Partners
California
$292K +$241K +5,317 +472%
ST
163
Smithfield Trust
Pennsylvania
$280K – – –
DJYG
164
David J. Yvars Group
Florida
$267K – – –
TA
165
TruWealth Advisors
Louisiana
$265K +$265K +5,857 New
NEPWA
166
New England Private Wealth Advisors
Massachusetts
$265K +$12.1K +269 +5%
AP
167
Aspect Partners
Virginia
$265K – – –
DC
168
Davenport & Co
Virginia
$263K +$263K +5,799 New
AB
169
Atlas Brown
Kentucky
$261K +$544 +12 +0.2%
NFSG
170
Newbridge Financial Services Group
Florida
$259K +$4.76K +105 +2%
SVWG
171
Shared Vision Wealth Group
United States
$258K – – –
CWM
172
Cornerstone Wealth Management
Missouri
$252K +$31.7K +700 +14%
GAA
173
Global Assets Advisory
Florida
$245K +$245K +11,057 New
BCI
174
Brinker Capital Investments
Pennsylvania
$241K – – –
OPS
175
Orion Portfolio Solutions
Nebraska
$241K – – –
5 6
7
8 9