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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

305 hedge funds and large institutions have $3.52B invested in Fidelity High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 160 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+43
Holders Change %
+16.41%
% of All Funds
4.06%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
66
Increased
160
Reduced
43
Closed
17
Calls
$684K
Puts
$85K
Net Calls
+$599K
Net Calls Change
+$239K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.8M
2
IAA
2
Independent Advisor Alliance
North Carolina
$44.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$98.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$156M
5
EH
5
Equitable Holdings
New York
$16M

Top Sellers

1
GMFG
1
Greater Midwest Financial Group
Minnesota
$431K
2
Prudential Financial
2
Prudential Financial
New Jersey
$0
3
BG
3
Bollard Group
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$56.4M
5
PCS
5
Personal CFO Solutions
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
151
Centaurus Financial
California
$767K +$499 +10 +0.1%
AWM
152
Avaii Wealth Management
Wisconsin
$757K +$56.4K +1,129 +8%
FHA
153
Flagship Harbor Advisors
Massachusetts
$757K +$367K +7,339 +94%
HNWAG
154
High Net Worth Advisory Group
Florida
$756K – – –
SFS
155
Sowell Financial Services
Arkansas
$748K -$7.24K -145 -1%
SFA
156
Sequoia Financial Advisors
Ohio
$744K +$9.29K +186 +1%
GVAG
157
Great Valley Advisor Group
Delaware
$736K +$182K +3,648 +33%
CTI
158
Community Trust & Investment
Kentucky
$727K +$17.1K +342 +2%
LSIA
159
LaSalle St. Investment Advisors
Illinois
$720K +$118K +2,360 +20%
TA
160
TruWealth Advisors
Louisiana
$704K +$97.3K +1,948 +16%
AP
161
Advisors Preferred
Maryland
$692K +$692K +13,846 New
GWS
162
Glassman Wealth Services
Virginia
$692K -$123K -2,460 -15%
SF
163
Synovus Financial
Georgia
$685K +$358K +7,173 +110%
EW
164
Element Wealth
Mississippi
$677K +$92.2K +1,847 +16%
PCIA
165
Prime Capital Investment Advisors
Kansas
$672K -$104K -2,079 -13%
AWM
166
Accurate Wealth Management
Florida
$665K +$4.74K +96 +0.7%
LWM
167
LongView Wealth Management
Georgia
$661K +$2.7K +54 +0.4%
PI
168
PFG Investments
New York
$618K +$618K +12,374 New
FWA
169
FSC Wealth Advisors
New York
$617K +$20.8K +416 +3%
IA
170
IFG Advisory
Georgia
$593K -$1.85K -37 -0.3%
FLPIM
171
F.L. Putnam Investment Management
Massachusetts
$540K +$314K +6,296 +140%
PWP
172
Precedent Wealth Partners
Texas
$533K +$45K +901 +9%
WFS
173
Widmann Financial Services
Maryland
$528K +$15.3K +307 +3%
WIP
174
WealthCare Investment Partners
Rhode Island
$512K +$550 +11 +0.1%
BLC
175
Brown, Lisle/Cummings
Rhode Island
$507K +$25K +500 +5%
5 6
7
8 9