FDVV icon

Fidelity High Dividend ETF
FDVV

Overview Fund Activity

342 hedge funds and large institutions have $1.84B invested in Fidelity High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+37
Holders Change %
+12.13%
% of All Funds
4.65%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.31%
New
58
Increased
172
Reduced
66
Closed
17
Calls
$605K
Puts
$84K
Net Calls
+$521K
Net Calls Change
-$78K

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
$90.6M
2
DWM
Dynasty Wealth Management
Florida
$29.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47.8M
4
SWP
Sagespring Wealth Partners
Tennessee
$26.7M
5
Osaic Holdings
Osaic Holdings
Arizona
$57.6M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
$0
2
MWM
Mascoma Wealth Management
New Hampshire
$2.51M
3
Jane Street
Jane Street
New York
$6.48M
4
EH
Equitable Holdings
New York
$4.36M
5
MFS
Madrona Financial Services
Washington
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
151
J.W. Cole Advisors
Florida
$987K +$987K +19,894 New
CWA
152
Core Wealth Advisors
Florida
$967K +$164K +3,311 +20%
MAG
153
Mayfair Advisory Group
Alabama
$949K +$119K +2,400 +14%
MWM
154
Melfa Wealth Management
Massachusetts
$921K +$55.2K +1,113 +6%
SAI
155
Savvy Advisors Inc
New York
$914K +$49.5K +997 +6%
WA
156
Waverly Advisors
Alabama
$892K +$29.6K +596 +3%
FIA
157
Foundations Investment Advisors
Arizona
$884K +$647K +13,048 +274%
SS
158
Sunbelt Securities
Texas
$881K +$41.1K +828 +5%
LWM
159
LongView Wealth Management
Georgia
$868K +$212K +4,279 +32%
FHA
160
Flagship Harbor Advisors
Massachusetts
$849K +$97.3K +1,961 +13%
LI
161
LVZ Inc
Michigan
$845K +$6.6K +133 +0.8%
AAS
162
Ameritas Advisory Services
Nebraska
$842K -$317K -6,348 -27%
PPWM
163
Paragon Private Wealth Management
Kentucky
$828K +$828K +16,698 New
OFA
164
Onyx Financial Advisors
Idaho
$820K +$1.39K +28 +0.2%
P
165
&Partners
Tennessee
$805K +$35K +713 +5%
SF
166
Synovus Financial
Georgia
$802K +$121K +2,448 +18%
TA
167
TruWealth Advisors
Louisiana
$798K +$98.5K +1,986 +14%
BW
168
BXM Wealth
Colorado
$794K – – –
DWP
169
Daymark Wealth Partners
Ohio
$787K +$582K +11,742 +284%
MFS
170
Madrona Financial Services
Washington
$782K -$5.02M -101,243 -87%
SFA
171
Sequoia Financial Advisors
Ohio
$781K +$42.5K +857 +6%
CTI
172
Community Trust & Investment
Kentucky
$780K +$58.3K +1,175 +8%
SFS
173
Sowell Financial Services
Arkansas
$778K +$34.8K +701 +5%
CF
174
Centaurus Financial
California
$777K +$14.5K +293 +2%
SM
175
Sweeney & Michel
California
$756K +$756K +17,346 New
5 6
7
8 9