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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

262 hedge funds and large institutions have $1.18B invested in Fidelity High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
3.79%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
41
Increased
132
Reduced
52
Closed
17
Calls
$360K
Puts
–
Net Calls
+$360K
Net Calls Change
+$37K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$47.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$140M
3
SL
3
Systelligence LLC
Minnesota
$14.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$79.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$63.4M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$14.8M
2
Jane Street
2
Jane Street
New York
$8M
3
Bank of America
3
Bank of America
North Carolina
$53M
4
KWM
4
Kingsview Wealth Management
Oregon
$1.38M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
151
Great Valley Advisor Group
Delaware
$562K +$562K +11,100 New
YIH
152
Y-Intercept (HK)
Hong Kong
$558K +$558K +11,025 New
FCH
153
Freestone Capital Holdings
Washington
$557K +$3.24K +64 +0.6%
WFS
154
Widmann Financial Services
Maryland
$520K +$9.68K +191 +2%
WIP
155
WealthCare Investment Partners
Rhode Island
$514K +$40.5K +807 +9%
ACM
156
Absolute Capital Management
Pennsylvania
$507K – – –
CAGAS
157
Capital Advisory Group Advisory Services
Minnesota
$500K +$245K +4,841 +96%
RJT
158
Raymond James Trust
Florida
$496K – – –
PWP
159
Precedent Wealth Partners
Texas
$494K +$233K +4,597 +89%
BLC
160
Brown, Lisle/Cummings
Rhode Island
$489K – – –
MAM
161
MWA Asset Management
Massachusetts
$478K -$130K -2,565 -21%
BMWM
162
Brown Miller Wealth Management
Virginia
$476K +$476K +9,400 New
FA
163
FSA Advisors
Michigan
$475K – – –
TCM
164
Tandem Capital Management
New Jersey
$464K – – –
HCM
165
Hilton Capital Management
New York
$459K +$203K +4,001 +79%
BCA
166
Bay Colony Advisors
Massachusetts
$453K +$2.74K +54 +0.6%
WMA
167
Wealth Management Associates
New Jersey
$441K +$51 +1 +0%
1WA
168
180 Wealth Advisors
Washington
$423K -$26.8K -530 -6%
GS
169
GTS Securities
New York
$422K +$422K +8,334 New
VCA
170
Verdence Capital Advisors
Maryland
$413K +$4.76K +94 +1%
FHA
171
Flagship Harbor Advisors
Massachusetts
$396K +$396K +7,812 New
MWM
172
Mission Wealth Management
California
$395K +$1.42K +28 +0.4%
NS
173
NBC Securities
Alabama
$391K -$22.7K -449 -5%
ZF
174
Zega Financial
Florida
$380K +$157K +3,100 +70%
AO
175
Advisor OS
Illinois
$380K – – –
5 6
7
8 9