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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

342 hedge funds and large institutions have $1.84B invested in Fidelity High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+37
Holders Change %
+12.13%
% of All Funds
4.65%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.31%
New
58
Increased
172
Reduced
66
Closed
17
Calls
$605K
Puts
$84K
Net Calls
+$521K
Net Calls Change
-$78K

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
$90.6M
2
DWM
Dynasty Wealth Management
Florida
$29.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47.8M
4
SWP
Sagespring Wealth Partners
Tennessee
$26.7M
5
Osaic Holdings
Osaic Holdings
Arizona
$57.6M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
$0
2
MWM
Mascoma Wealth Management
New Hampshire
$2.51M
3
Jane Street
Jane Street
New York
$6.48M
4
EH
Equitable Holdings
New York
$4.36M
5
MFS
Madrona Financial Services
Washington
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
HNWAG
176
High Net Worth Advisory Group
Florida
$750K – – –
IC
177
IEQ Capital
California
$735K +$735K +14,811 New
LSIA
178
LaSalle St. Investment Advisors
Illinois
$731K +$15.4K +310 +2%
EW
179
Element Wealth
Mississippi
$704K +$31.5K +636 +5%
HSWM
180
Hubbell Strickland Wealth Management
Louisiana
$694K +$446K +8,931 +180%
GWS
181
Glassman Wealth Services
Virginia
$687K – – –
PI
182
PFG Investments
New York
$659K +$45.2K +911 +7%
AWM
183
Accurate Wealth Management
Florida
$628K +$4.53K +98 +0.7%
NAS
184
Nicolet Advisory Services
Wisconsin
$618K -$201K -4,439 -25%
CWP
185
Cyndeo Wealth Partners
Florida
$614K +$614K +12,372 New
MFG
186
Merit Financial Group
Georgia
$599K +$599K +12,085 New
IA
187
IFG Advisory
Georgia
$592K +$3.27K +66 +0.6%
FWA
188
FSC Wealth Advisors
New York
$550K -$63.3K -1,276 -10%
BCA
189
Bay Colony Advisors
Massachusetts
$549K +$96.6K +1,966 +21%
ISFAN
190
Investor's Fiduciary Advisor Network
Washington
$543K +$44.5K +898 +9%
FLPIM
191
F.L. Putnam Investment Management
Massachusetts
$529K -$7.44K -150 -1%
WFS
192
Widmann Financial Services
Maryland
$514K -$10.9K -219 -2%
RIA
193
Regal Investment Advisors
Michigan
$511K +$200K +4,041 +65%
SF
194
SageOak Financial
Oklahoma
$501K -$484K -9,753 -49%
BLC
195
Brown, Lisle/Cummings
Rhode Island
$497K -$6.2K -125 -1%
Qube Research & Technologies (QRT)
196
Qube Research & Technologies (QRT)
United Kingdom
$476K -$971K -19,578 -67%
TCM
197
Tandem Capital Management
New Jersey
$475K +$5.21K +105 +1%
SSB
198
Sandy Spring Bank
Maryland
$472K +$457K +9,213 +3,021%
WIP
199
WealthCare Investment Partners
Rhode Island
$464K -$3.15K -69 -0.7%
Creative Planning
200
Creative Planning
Kansas
$455K +$455K +9,164 New
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