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Fidelity High Dividend ETF
FDVV

306 hedge funds and large institutions have $3.53B invested in Fidelity High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 161 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

705% more call options, than puts

Call options by funds: $684K | Put options by funds: $85K

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

274% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 43

200% more capital invested

Capital invested by funds: $1.18B → $3.53B (+$2.35B)

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

16% more funds holding

Funds holding: 263 → 306 (+43)

2.21% more ownership

Funds ownership: 32.23% → 34.45% (+2.2%)

Holders
306
Holders Change
+43
Holders Change %
+16.35%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
66
Increased
161
Reduced
43
Closed
17
Calls
$684K
Puts
$85K
Net Calls
+$599K
Net Calls Change
+$239K

Top Buyers

1
LPL Financial
LPL Financial
California
+$46.3M
2
IAA
Independent Advisor Alliance
North Carolina
+$45.3M
3
Morgan Stanley
Morgan Stanley
New York
+$20.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$17.7M
5
EH
Equitable Holdings
New York
+$14.9M

Top Sellers

1
GMFG
Greater Midwest Financial Group
Minnesota
-$13.7M
2
Prudential Financial
Prudential Financial
New Jersey
-$7.95M
3
BG
Bollard Group
Massachusetts
-$7.04M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.29M
5
PCS
Personal CFO Solutions
New Jersey
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
176
Brown, Lisle/Cummings
Rhode Island
$507K +$25.6K +500 +5%
ISFAN
177
Investor's Fiduciary Advisor Network
Washington
$502K +$516K +10,069 New
BRWA
178
B. Riley Wealth Advisors
Florida
$501K -$186K -3,636 -27%
ACM
179
Absolute Capital Management
Pennsylvania
$499K – – –
FA
180
FSA Advisors
Michigan
$475K – – –
TCM
181
Tandem Capital Management
New Jersey
$473K +$15.4K +300 +3%
BCA
182
Bay Colony Advisors
Massachusetts
$460K +$13.4K +261 +3%
BMWM
183
Brown Miller Wealth Management
Virginia
$454K -$15.4K -300 -3%
AAP
184
Arax Advisory Partners
Colorado
$440K +$240K +4,686 +114%
Betterment LLC
185
Betterment LLC
New York
$435K +$107K +2,091 +32%
WMA
186
Wealth Management Associates
New Jersey
$435K +$102 +2 +0%
GMFG
187
Greater Midwest Financial Group
Minnesota
$431K -$13.7M -267,586 -97%
NFSG
188
Newbridge Financial Services Group
Florida
$428K +$439K +8,565 New
MA
189
MONECO Advisors
Connecticut
$426K +$121K +2,366 +38%
1WA
190
180 Wealth Advisors
Washington
$417K -$256 -5 -0.1%
CFB
191
Cullen/Frost Bankers
Texas
$412K +$380K +7,425 +908%
VCA
192
Verdence Capital Advisors
Maryland
$402K -$4.82K -94 -1%
PWM
193
PBMares Wealth Management
Virginia
$400K +$410K +8,000 New
GFG
194
Goldstone Financial Group
Illinois
$383K +$393K +7,668 New
AO
195
Advisor OS
Illinois
$375K – – –
CGA
196
Crescent Grove Advisors
Illinois
$368K – – –
DFA
197
DHK Financial Advisors
New Hampshire
$353K +$3.43K +67 +1%
MC
198
Moors & Cabot
Massachusetts
$351K +$360K +7,022 New
DC
199
Davenport & Co
Virginia
$349K +$39.9K +778 +13%
KP
200
Keel Point
Alabama
$346K +$127K +2,486 +56%
6 7
8
9 10

FDVV Hedge Fund Activity: Q4 2024 in Review

306 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q4 2024, worth a combined $3.53B — up 200% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new FDVV positions and 17 closed out — a net gain of 49 holders — while 161 added to existing stakes and 43 trimmed.

The largest buyer was LPL Financial, adding an estimated $46.3M. The largest seller was Greater Midwest Financial Group, cutting an estimated $13.7M.

  • 306 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q4 2024, up from 263 in Q3 2024.
  • Funds reported $3.53B of Fidelity High Dividend ETF stock for Q4 2024, up 200% quarter-over-quarter.
  • 66 funds opened new Fidelity High Dividend ETF positions in Q4 2024 and 17 closed out, a net change of +49 holders.
  • The largest Fidelity High Dividend ETF buyer in Q4 2024 was LPL Financial, an estimated $46.3M added.
  • The largest Fidelity High Dividend ETF seller in Q4 2024 was Greater Midwest Financial Group, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.