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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

189 hedge funds and large institutions have $711M invested in Fidelity High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
44
Increased
90
Reduced
40
Closed
13
Calls
$342K
Puts
–
Net Calls
+$342K
Net Calls Change
+$338K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
Bank of America
2
Bank of America
North Carolina
$37.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$13.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$42M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$79.3M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$157K
2
CCA
2
Childress Capital Advisors
Texas
$24.3M
3
Jane Street
3
Jane Street
New York
$12.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SIS
5
Strategic Investment Solutions
Illinois
$8.46K
Name Market Value Shares Shares
Change 		Shares
Change %
SSB
176
Sandy Spring Bank
Maryland
$12.4K 292 +292 New
VWM
177
Venturi Wealth Management
Texas
$12K 283 +3 +1%
POIA
178
Pin Oak Investment Advisors
Texas
$11K 249 +2 +0.8%
MBFW
179
Morton Brown Family Wealth
Pennsylvania
$9.98K 236 +236 New
SIS
180
Strategic Investment Solutions
Illinois
$8.46K 200 -35,684 -99%
KFS
181
Kelly Financial Services
Massachusetts
$7.31K 173 +2 +1%
KFI
182
Key Financial Inc
Pennsylvania
$5.71K 135 – –
SWC
183
Spectrum Wealth Counsel
Indiana
$5.71K 135 +135 New
LOIP
184
Live Oak Investment Partners
Texas
– – – –
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$4.69K 111 – –
TIM
186
Tortoise Investment Management
New York
$4.23K 100 – –
LFG
187
Larson Financial Group
Missouri
$2.62K 62 – –
LC
188
Lindbrook Capital
California
$2.11K 50 – –
SIS
189
Sound Income Strategies
Florida
$1.95K 46 – –
LPP
190
Life Planning Partners
Florida
$1.27K 30 +30 New
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
– – -68,690 Closed
SXL
192
Summit X LLC
Missouri
– – -17,525 Closed
Citadel Advisors
193
Citadel Advisors
Florida
– – -11,583 Closed
KP
194
Keel Point
Alabama
– – -11,468 Closed
PCA
195
Prosperity Capital Advisors
Ohio
– – -8,958 Closed
CAL
196
Capital Analysts LLC
Pennsylvania
– – -8,873 Closed
IAIM
197
International Assets Investment Management
Florida
– – -8,532 Closed
Baird Financial Group
198
Baird Financial Group
Wisconsin
– – -6,941 Closed
SFCL
199
Strengthening Families & Communities LLC
Massachusetts
– – -5,774 Closed
BAAM
200
Baker Avenue Asset Management
California
– – -3,943 Closed
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