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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

241 hedge funds and large institutions have $941M invested in Fidelity High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 120 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+23
Holders Change %
+10.55%
% of All Funds
3.51%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
120
Reduced
47
Closed
12
Calls
$323K
Puts
–
Net Calls
+$323K
Net Calls Change
-$44K

Top Buyers

1
AF
1
Allworth Financial
California
$21.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$116M
4
Morgan Stanley
4
Morgan Stanley
New York
$62.2M
5
MIA
5
Milestone Investment Advisors
Wisconsin
$10.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$29.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$14.3M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.39M
5
MAV
5
Mason & Associates (Virginia)
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
151
Wealth Management Associates
New Jersey
$407K – – –
NS
152
NBC Securities
Alabama
$382K -$97.3K -2,083 -20%
VCA
153
Verdence Capital Advisors
Maryland
$377K – – –
GRP
154
Global Retirement Partners
California
$374K +$72.3K +1,546 +24%
PCM
155
Permanent Capital Management
Illinois
$369K +$369K +7,097 New
MWM
156
Mission Wealth Management
California
$363K +$23.4K +501 +7%
MAG
157
Mayfair Advisory Group
Alabama
$357K +$357K +7,398 New
AO
158
Advisor OS
Illinois
$351K – – –
HI
159
Harbour Investments
Wisconsin
$349K +$32K +684 +10%
DFA
160
DHK Financial Advisors
New Hampshire
$327K +$327K +7,000 New
TP
161
Tranquility Partners
Tennessee
$322K – – –
RCAG
162
Rehmann Capital Advisory Group
Michigan
$322K +$322K +6,875 New
Betterment LLC
163
Betterment LLC
New York
$318K +$318K +6,806 New
SS
164
Sunbelt Securities
Texas
$309K +$655 +14 +0.2%
ST
165
Smithfield Trust
Pennsylvania
$296K +$4.7K +100 +2%
CFG
166
Citizens Financial Group
Rhode Island
$290K -$155K -3,311 -35%
DJYG
167
David J. Yvars Group
Florida
$277K – – –
NEPWA
168
New England Private Wealth Advisors
Massachusetts
$276K +$1.45K +31 +0.5%
AP
169
Aspect Partners
Virginia
$273K – – –
AB
170
Atlas Brown
Kentucky
$270K +$421 +9 +0.2%
SFCL
171
Strengthening Families & Communities LLC
Massachusetts
$269K +$269K +5,752 New
SVWG
172
Shared Vision Wealth Group
United States
$267K – – –
DC
173
Davenport & Co
Virginia
$264K -$7.72K -165 -3%
NFSG
174
Newbridge Financial Services Group
Florida
$260K -$7.53K -161 -3%
GC
175
Grimes & Company
Massachusetts
$254K +$254K +5,421 New
5 6
7
8 9