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Fidelity High Dividend ETF
FDVV

306 hedge funds and large institutions have $3.53B invested in Fidelity High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 161 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

705% more call options, than puts

Call options by funds: $684K | Put options by funds: $85K

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

274% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 43

200% more capital invested

Capital invested by funds: $1.18B → $3.53B (+$2.35B)

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

16% more funds holding

Funds holding: 263 → 306 (+43)

2.21% more ownership

Funds ownership: 32.23% → 34.45% (+2.2%)

Holders
306
Holders Change
+43
Holders Change %
+16.35%
% of All Funds
4.03%
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
161
Reduced
43
Closed
17
Calls
$684K
Puts
$85K
Net Calls
+$599K
Net Calls Change
+$239K

Top Buyers

1
LPL Financial
LPL Financial
California
+$46.3M
2
IAA
Independent Advisor Alliance
North Carolina
+$45.3M
3
Morgan Stanley
Morgan Stanley
New York
+$20.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$17.7M
5
EH
Equitable Holdings
New York
+$14.9M

Top Sellers

1
GMFG
Greater Midwest Financial Group
Minnesota
-$13.7M
2
Prudential Financial
Prudential Financial
New Jersey
-$7.95M
3
BG
Bollard Group
Massachusetts
-$7.04M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.29M
5
PCS
Personal CFO Solutions
New Jersey
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
TP
201
Tranquility Partners
Tennessee
$329K – – –
FPGK
202
Financial Partners Group (Kansas)
Kansas
$326K -$49.2K -960 -13%
MWM
203
Mission Wealth Management
California
$325K -$66.4K -1,296 -17%
KWA
204
Kingswood Wealth Advisors
California
$320K +$41.1K +803 +14%
ST
205
Smithfield Trust
Pennsylvania
$315K – – –
NEPWA
206
New England Private Wealth Advisors
Massachusetts
$314K +$18.9K +369 +6%
RIA
207
Regal Investment Advisors
Michigan
$313K – – –
Focus Partners Wealth
208
Focus Partners Wealth
Massachusetts
$311K +$319K +6,230 New
CFG
209
Citizens Financial Group
Rhode Island
$309K – – –
Citadel Advisors
210
Citadel Advisors
Florida
$309K +$317K +6,189 New
JIP
211
Jaffetilchin Investment Partners
Florida
$304K -$18.4K -359 -6%
BIG
212
Brooklyn Investment Group
New York
$303K +$311K +6,064 New
MAM
213
MWA Asset Management
Massachusetts
$296K -$180K -3,510 -37%
SMC
214
Smith, Moore & Co
Missouri
$295K +$303K +5,910 New
LFG
215
Larson Financial Group
Missouri
$295K +$17.8K +348 +6%
AB
216
Atlas Brown
Kentucky
$295K +$5.79K +113 +2%
CWM
217
Centurion Wealth Management
Virginia
$294K +$1.9K +37 +0.6%
NFG
218
Nations Financial Group
Iowa
$293K +$25.7K +502 +9%
AP
219
Aspect Partners
Virginia
$292K – – –
SVWG
220
Shared Vision Wealth Group
United States
$285K – – –
RCAG
221
Rehmann Capital Advisory Group
Michigan
$284K -$50.5K -985 -15%
BTWM
222
Brass Tax Wealth Management
Ohio
$282K +$289K +5,650 New
LCG
223
Lakeshore Capital Group
Illinois
$278K +$285K +5,558 New
VNA
224
Valley National Advisers
Pennsylvania
$271K +$42.9K +837 +18%
GC
225
Grimes & Company
Massachusetts
$271K – – –
7 8
9
10 11

FDVV Hedge Fund Activity: Q4 2024 in Review

306 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q4 2024, worth a combined $3.53B — up 200% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new FDVV positions and 17 closed out — a net gain of 49 holders — while 161 added to existing stakes and 43 trimmed.

The largest buyer was LPL Financial, adding an estimated $46.3M. The largest seller was Greater Midwest Financial Group, cutting an estimated $13.7M.

  • 306 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q4 2024, up from 263 in Q3 2024.
  • Funds reported $3.53B of Fidelity High Dividend ETF stock for Q4 2024, up 200% quarter-over-quarter.
  • 66 funds opened new Fidelity High Dividend ETF positions in Q4 2024 and 17 closed out, a net change of +49 holders.
  • The largest Fidelity High Dividend ETF buyer in Q4 2024 was LPL Financial, an estimated $46.3M added.
  • The largest Fidelity High Dividend ETF seller in Q4 2024 was Greater Midwest Financial Group, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.