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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

218 hedge funds and large institutions have $840M invested in Fidelity High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+29
Holders Change %
+15.34%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
94
Reduced
54
Closed
10
Calls
$367K
Puts
–
Net Calls
+$367K
Net Calls Change
+$25K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$102M
2
AT
Arden Trust
Delaware
$10.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$17.4M
4
Bank of America
Bank of America
North Carolina
$49.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.43M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$51.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.55M
3
OWA
Octavia Wealth Advisors
Ohio
$912K
4
Jane Street
Jane Street
New York
$10.2M
5
AWM
AE Wealth Management
Kansas
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
176
Southern Capital Advisors
Tennessee
$227K – – –
KWA
177
Kingswood Wealth Advisors
California
$225K -$39.7K -876 -15%
NFG
178
Nations Financial Group
Iowa
$218K +$218K +4,810 New
FPWM
179
FSB Premier Wealth Management
Iowa
$216K -$1.72K -38 -0.8%
GWM
180
Greenwich Wealth Management
Connecticut
$213K +$213K +4,694 New
ACM
181
Advisors Capital Management
New Jersey
$210K +$210K +4,631 New
FFA
182
First Foundation Advisors
California
$204K +$204K +4,500 New
ACA
183
Aptus Capital Advisors
Alabama
$198K +$198K +4,380 New
AAP
184
Arax Advisory Partners
Colorado
$177K – – –
AIM
185
Anchor Investment Management
South Carolina
$172K -$18.2K -401 -10%
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$168K – – –
HGERS
187
Householder Group Estate & Retirement Specialist
Arizona
$153K -$17.6K -388 -10%
US Bancorp
188
US Bancorp
Minnesota
$149K +$149K +3,297 New
Comerica Bank
189
Comerica Bank
Texas
$143K -$498 -11 -0.3%
VNA
190
Valley National Advisers
Pennsylvania
$137K +$21.9K +487 +19%
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$102K +$102K +2,259 New
AAG
192
Armstrong Advisory Group
Massachusetts
$98.7K – – –
BONH
193
Bank of New Hampshire
New Hampshire
$76.3K – – –
IGWM
194
ICA Group Wealth Management
Colorado
$66.8K -$25.2K -556 -27%
CA
195
Clearstead Advisors
Ohio
$42.6K -$78.1K -1,700 -65%
LF
196
LifeSteps Financial
California
$39.4K +$39.4K +870 New
Citigroup
197
Citigroup
New York
$36.2K – – –
EWA
198
EverSource Wealth Advisors
Alabama
$35.3K +$35.3K +800 New
GWM
199
Geneos Wealth Management
Colorado
$31.4K – – –
S
200
SignatureFD
Georgia
$27.8K +$45 +1 +0.2%
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