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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

305 hedge funds and large institutions have $3.52B invested in Fidelity High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 160 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+43
Holders Change %
+16.41%
% of All Funds
4.06%
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
160
Reduced
43
Closed
17
Calls
$684K
Puts
$85K
Net Calls
+$599K
Net Calls Change
+$239K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.8M
2
IAA
2
Independent Advisor Alliance
North Carolina
$44.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$98.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$156M
5
EH
5
Equitable Holdings
New York
$16M

Top Sellers

1
GMFG
1
Greater Midwest Financial Group
Minnesota
$431K
2
Prudential Financial
2
Prudential Financial
New Jersey
$0
3
BG
3
Bollard Group
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$56.4M
5
PCS
5
Personal CFO Solutions
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ISFAN
176
Investor's Fiduciary Advisor Network
Washington
$502K +$502K +10,069 New
BRWA
177
B. Riley Wealth Advisors
Florida
$501K -$182K -3,636 -27%
ACM
178
Absolute Capital Management
Pennsylvania
$499K – – –
FA
179
FSA Advisors
Michigan
$475K – – –
TCM
180
Tandem Capital Management
New Jersey
$473K +$15K +300 +3%
BCA
181
Bay Colony Advisors
Massachusetts
$460K +$13K +261 +3%
BMWM
182
Brown Miller Wealth Management
Virginia
$454K -$15K -300 -3%
AAP
183
Arax Advisory Partners
Colorado
$440K +$234K +4,686 +114%
Betterment LLC
184
Betterment LLC
New York
$435K +$105K +2,091 +32%
WMA
185
Wealth Management Associates
New Jersey
$435K +$100 +2 +0%
GMFG
186
Greater Midwest Financial Group
Minnesota
$431K -$13.4M -267,586 -97%
NFSG
187
Newbridge Financial Services Group
Florida
$428K +$428K +8,565 New
MA
188
MONECO Advisors
Connecticut
$426K +$118K +2,366 +38%
1WA
189
180 Wealth Advisors
Washington
$417K -$250 -5 -0.1%
CFB
190
Cullen/Frost Bankers
Texas
$412K +$371K +7,425 +908%
VCA
191
Verdence Capital Advisors
Maryland
$402K -$4.69K -94 -1%
PWM
192
PBMares Wealth Management
Virginia
$400K +$400K +8,000 New
GFG
193
Goldstone Financial Group
Illinois
$383K +$383K +7,668 New
AO
194
Advisor OS
Illinois
$375K – – –
CGA
195
Crescent Grove Advisors
Illinois
$368K – – –
DFA
196
DHK Financial Advisors
New Hampshire
$353K +$3.35K +67 +1%
MC
197
Moors & Cabot
Massachusetts
$351K +$351K +7,022 New
DC
198
Davenport & Co
Virginia
$349K +$38.9K +778 +13%
KP
199
Keel Point
Alabama
$346K +$124K +2,486 +56%
TP
200
Tranquility Partners
Tennessee
$329K – – –
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8
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