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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 %
FPGK
201
Financial Partners Group (Kansas)
Kansas
$326K -$47.9K -960 -13%
MWM
202
Mission Wealth Management
California
$325K -$64.7K -1,296 -17%
KWA
203
Kingswood Wealth Advisors
California
$320K +$40.1K +803 +14%
ST
204
Smithfield Trust
Pennsylvania
$315K – – –
NEPWA
205
New England Private Wealth Advisors
Massachusetts
$314K +$18.4K +369 +6%
RIA
206
Regal Investment Advisors
Michigan
$313K – – –
Focus Partners Wealth
207
Focus Partners Wealth
Massachusetts
$311K +$311K +6,230 New
CFG
208
Citizens Financial Group
Rhode Island
$309K – – –
Citadel Advisors
209
Citadel Advisors
Florida
$309K +$309K +6,189 New
JIP
210
Jaffetilchin Investment Partners
Florida
$304K -$17.9K -359 -6%
BIG
211
Brooklyn Investment Group
New York
$303K +$303K +6,064 New
MAM
212
MWA Asset Management
Massachusetts
$296K -$175K -3,510 -37%
SMC
213
Smith, Moore & Co
Missouri
$295K +$295K +5,910 New
LFG
214
Larson Financial Group
Missouri
$295K +$17.4K +348 +6%
AB
215
Atlas Brown
Kentucky
$295K +$5.64K +113 +2%
CWM
216
Centurion Wealth Management
Virginia
$294K +$1.85K +37 +0.6%
NFG
217
Nations Financial Group
Iowa
$293K +$25.1K +502 +9%
AP
218
Aspect Partners
Virginia
$292K – – –
SVWG
219
Shared Vision Wealth Group
United States
$285K – – –
RCAG
220
Rehmann Capital Advisory Group
Michigan
$284K -$49.2K -985 -15%
BTWM
221
Brass Tax Wealth Management
Ohio
$282K +$282K +5,650 New
LCG
222
Lakeshore Capital Group
Illinois
$278K +$278K +5,558 New
VNA
223
Valley National Advisers
Pennsylvania
$271K +$41.5K +837 +18%
GC
224
Grimes & Company
Massachusetts
$271K – – –
GS
225
GTS Securities
New York
$268K -$148K -2,958 -35%
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