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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

262 hedge funds and large institutions have $1.18B invested in Fidelity High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
3.79%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
41
Increased
132
Reduced
52
Closed
17
Calls
$360K
Puts
–
Net Calls
+$360K
Net Calls Change
+$37K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$47.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$140M
3
SL
3
Systelligence LLC
Minnesota
$14.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$79.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$63.4M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$14.8M
2
Jane Street
2
Jane Street
New York
$8M
3
Bank of America
3
Bank of America
North Carolina
$53M
4
KWM
4
Kingsview Wealth Management
Oregon
$1.38M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPGK
176
Financial Partners Group (Kansas)
Kansas
$380K +$380K +7,495 New
CGA
177
Crescent Grove Advisors
Illinois
$373K -$72K -1,421 -16%
DFA
178
DHK Financial Advisors
New Hampshire
$355K – – –
RCAG
179
Rehmann Capital Advisory Group
Michigan
$338K -$10K -198 -3%
Betterment LLC
180
Betterment LLC
New York
$335K -$9.83K -194 -3%
TP
181
Tranquility Partners
Tennessee
$334K -$15.3K -303 -4%
SF
182
Synovus Financial
Georgia
$332K +$332K +6,546 New
JIP
183
Jaffetilchin Investment Partners
Florida
$326K +$326K +6,445 New
ST
184
Smithfield Trust
Pennsylvania
$319K – – –
RIA
185
Regal Investment Advisors
Michigan
$317K +$317K +6,263 New
DC
186
Davenport & Co
Virginia
$315K +$29.4K +580 +10%
CFG
187
Citizens Financial Group
Rhode Island
$313K – – –
MA
188
MONECO Advisors
Connecticut
$313K +$313K +6,170 New
Comerica Bank
189
Comerica Bank
Texas
$305K +$144K +2,839 +89%
NEPWA
190
New England Private Wealth Advisors
Massachusetts
$300K +$1.37K +27 +0.5%
DJYG
191
David J. Yvars Group
Florida
$298K – – –
CWM
192
Centurion Wealth Management
Virginia
$296K +$296K +5,843 New
AP
193
Aspect Partners
Virginia
$296K – – –
AB
194
Atlas Brown
Kentucky
$293K +$405 +8 +0.1%
SFCL
195
Strengthening Families & Communities LLC
Massachusetts
$292K +$1.06K +21 +0.4%
SVWG
196
Shared Vision Wealth Group
United States
$289K – – –
KWA
197
Kingswood Wealth Advisors
California
$283K +$31.5K +622 +13%
LFG
198
Larson Financial Group
Missouri
$282K +$65.6K +1,296 +30%
WA
199
Waverly Advisors
Alabama
$275K +$275K +5,426 New
GC
200
Grimes & Company
Massachusetts
$275K – – –
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8
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