FDVV icon

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 %
NFG
201
Nations Financial Group
Iowa
$272K +$13.2K +260 +5%
ACA
202
Aptus Capital Advisors
Alabama
$265K +$3.65K +72 +1%
SCA
203
Southern Capital Advisors
Tennessee
$253K – – –
CWM
204
Cornerstone Wealth Management
Missouri
$247K -$20.3K -400 -8%
Thrivent Financial for Lutherans
205
Thrivent Financial for Lutherans
Minnesota
$245K +$245K +4,832 New
Pathstone Holdings
206
Pathstone Holdings
New Jersey
$243K -$5.06K -100 -2%
FPWM
207
FSB Premier Wealth Management
Iowa
$238K -$4.51K -89 -2%
GWM
208
Greenwich Wealth Management
Connecticut
$238K – – –
SEP
209
Southland Equity Partners
Missouri
$235K +$235K +4,648 New
VNA
210
Valley National Advisers
Pennsylvania
$233K +$86K +1,711 +59%
CW
211
CreativeOne Wealth
Kansas
$229K -$3.14K -62 -1%
FLPIM
212
F.L. Putnam Investment Management
Massachusetts
$228K -$328K -6,467 -59%
FFA
213
First Foundation Advisors
California
$228K – – –
CIA
214
Compass Ion Advisors
Pennsylvania
$225K +$225K +4,440 New
KP
215
Keel Point
Alabama
$225K +$225K +4,439 New
MA
216
MJP Associates
Connecticut
$223K – – –
LA
217
Lifeworks Advisors
Michigan
$215K +$215K +4,236 New
SFWC
218
Strategic Family Wealth Counselors
New Jersey
$210K +$210K +4,149 New
EIP
219
Ellis Investment Partners
Pennsylvania
$209K +$209K +4,130 New
AAP
220
Arax Advisory Partners
Colorado
$209K +$11.3K +224 +6%
BAAM
221
Baker Avenue Asset Management
California
$205K +$205K +4,043 New
AIM
222
Anchor Investment Management
South Carolina
$193K -$4.76K -94 -2%
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$186K -$17.6K -349 -9%
US Bancorp
224
US Bancorp
Minnesota
$177K -$4.2K -83 -2%
HGERS
225
Householder Group Estate & Retirement Specialist
Arizona
$171K – – –
7 8
9
10 11