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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

241 hedge funds and large institutions have $941M invested in Fidelity High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 120 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+23
Holders Change %
+10.55%
% of All Funds
3.51%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
120
Reduced
47
Closed
12
Calls
$323K
Puts
–
Net Calls
+$323K
Net Calls Change
-$44K

Top Buyers

1
AF
1
Allworth Financial
California
$21.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$116M
4
Morgan Stanley
4
Morgan Stanley
New York
$62.2M
5
MIA
5
Milestone Investment Advisors
Wisconsin
$10.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$29.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$14.3M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.39M
5
MAV
5
Mason & Associates (Virginia)
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
176
Orion Portfolio Solutions
Nebraska
$249K – – –
BCI
177
Brinker Capital Investments
Pennsylvania
$249K – – –
CWM
178
Cornerstone Wealth Management
Missouri
$247K -$13.1K -281 -5%
PWP
179
Precedent Wealth Partners
Texas
$242K +$242K +5,165 New
ACA
180
Aptus Capital Advisors
Alabama
$241K +$36.3K +776 +18%
NFG
181
Nations Financial Group
Iowa
$239K +$14K +300 +6%
HCM
182
Hilton Capital Management
New York
$237K +$237K +5,064 New
CAGAS
183
Capital Advisory Group Advisory Services
Minnesota
$235K +$235K +5,033 New
SCA
184
Southern Capital Advisors
Tennessee
$234K – – –
KWA
185
Kingswood Wealth Advisors
California
$233K +$47 +1 +0%
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$229K -$73.6K -1,573 -24%
FPWM
187
FSB Premier Wealth Management
Iowa
$224K +$1.59K +34 +0.7%
GWM
188
Greenwich Wealth Management
Connecticut
$220K – – –
CW
189
CreativeOne Wealth
Kansas
$214K +$214K +4,579 New
FFA
190
First Foundation Advisors
California
$211K – – –
ZF
191
Zega Financial
Florida
$206K +$206K +4,407 New
MA
192
MJP Associates
Connecticut
$206K +$206K +4,407 New
LFG
193
Larson Financial Group
Missouri
$199K +$197K +4,202 +6,777%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$192K +$16.6K +349 +9%
AIM
195
Anchor Investment Management
South Carolina
$183K +$5.52K +118 +3%
AAP
196
Arax Advisory Partners
Colorado
$182K – – –
US Bancorp
197
US Bancorp
Minnesota
$167K +$13.2K +283 +9%
HGERS
198
Householder Group Estate & Retirement Specialist
Arizona
$158K – – –
Comerica Bank
199
Comerica Bank
Texas
$149K +$1.22K +26 +0.8%
IGWM
200
ICA Group Wealth Management
Colorado
$142K +$72.7K +1,555 +105%
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