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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 %
BMWM
201
Brown Miller Wealth Management
Virginia
$451K – – –
WMA
202
Wealth Management Associates
New Jersey
$443K +$11.4K +230 +3%
Betterment LLC
203
Betterment LLC
New York
$438K +$5.86K +118 +1%
FA
204
FSA Advisors
Michigan
$435K -$30K -604 -6%
AAP
205
Arax Advisory Partners
Colorado
$432K -$4.96K -100 -1%
BTWM
206
Brass Tax Wealth Management
Ohio
$429K +$149K +3,008 +53%
D.E. Shaw & Co
207
D.E. Shaw & Co
New York
$428K +$428K +8,636 New
1WA
208
180 Wealth Advisors
Washington
$414K -$298 -6 -0.1%
MC
209
Moors & Cabot
Massachusetts
$407K +$58.3K +1,175 +17%
MA
210
MONECO Advisors
Connecticut
$404K -$18.9K -382 -4%
VCA
211
Verdence Capital Advisors
Maryland
$399K – – –
BMM
212
Buffington Mohr McNeal
Idaho
$383K +$383K +7,726 New
AO
213
Advisor OS
Illinois
$372K – – –
KP
214
Keel Point
Alabama
$369K +$25.2K +508 +7%
LFG
215
Larson Financial Group
Missouri
$367K +$74K +1,492 +25%
CGA
216
Crescent Grove Advisors
Illinois
$365K – – –
FPW
217
Fairvoy Private Wealth
Alabama
$365K +$365K +7,362 New
SB
218
Strategic Blueprint
Georgia
$357K +$357K +7,197 New
VNA
219
Valley National Advisers
Pennsylvania
$355K +$84.7K +1,713 +31%
DFA
220
DHK Financial Advisors
New Hampshire
$353K +$2.93K +59 +0.8%
PCM
221
Permanent Capital Management
Illinois
$352K +$352K +7,097 New
IWN
222
Independent Wealth Network
Iowa
$350K +$350K +7,062 New
DC
223
Davenport & Co
Virginia
$346K -$992 -20 -0.3%
SWM
224
Sculati Wealth Management
Michigan
$341K +$341K +6,876 New
FA
225
Flagstar Advisors
New York
$338K +$338K +6,805 New
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