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

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$29.4M
2
IWC
Integrated Wealth Concepts
Massachusetts
$14.3M
3
LNC
Lincoln National Corp
Pennsylvania
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.39M
5
MAV
Mason & Associates (Virginia)
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
201
Valley National Advisers
Pennsylvania
$136K -$5.59K -120 -4%
AAG
202
Armstrong Advisory Group
Massachusetts
$110K +$374 +8 +0.3%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$107K – – –
UBS Group
204
UBS Group
Switzerland
$98.2K +$98.2K +2,100 New
BONH
205
Bank of New Hampshire
New Hampshire
$78.7K – – –
HFS
206
Hantz Financial Services
Michigan
$51K +$51K +1,086 New
QCG
207
Quadrant Capital Group
Ohio
$46.8K +$46.8K +1,000 New
RWMG
208
Redwood Wealth Management Group
New Jersey
$39.8K +$39.8K +850 New
CA
209
Clearstead Advisors
Ohio
$38.7K -$4.68K -100 -11%
Citigroup
210
Citigroup
New York
$37.4K – – –
SWM
211
Spire Wealth Management
Virginia
$30.9K -$305K -6,514 -91%
GWM
212
Geneos Wealth Management
Colorado
$29.8K -$2.67K -57 -8%
S
213
SignatureFD
Georgia
$28.8K +$47 +1 +0.2%
S
214
Syntrinsic
Colorado
$26.2K – – –
HWA
215
HHM Wealth Advisors
Tennessee
$23.9K +$23.9K +511 New
JFA
216
JNBA Financial Advisors
Minnesota
$19.9K +$19.9K +425 New
CCM
217
Chilton Capital Management
Texas
$19.1K – – –
BHWM
218
Beaird Harris Wealth Management
Texas
$15.8K +$94 +2 +0.6%
PCA
219
Providence Capital Advisors
North Carolina
$13.9K – – –
SSB
220
Sandy Spring Bank
Maryland
$13.9K +$93 +2 +0.7%
VWM
221
Venturi Wealth Management
Texas
$13.4K +$94 +2 +0.7%
POIA
222
Pin Oak Investment Advisors
Texas
$12K – – –
CFB
223
Cullen/Frost Bankers
Texas
$11.3K +$11.3K +242 New
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$10K -$7.35K -161 -42%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$9.87K -$2.34K -50 -19%
7 8
9
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