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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

50 hedge funds and large institutions have $64.4M invested in Fidelity High Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
19
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.7M
2
Jane Street
Jane Street
New York
$2.49M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.43M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$4.58M
5
KA
Kovack Advisors
Florida
$1.05M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$0
2
Citadel Advisors
Citadel Advisors
Florida
$966K
3
SS
Simplicity Solutions
Minnesota
$0
4
AIM
Axiom Investment Management
New York
$0
5
EWA
ERTS Wealth Advisors
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.7M +$2.52M +83,326 +27%
EWF
2
Epstein & White Financial
California
$7.13M +$861K +28,544 +14%
AIP
3
Ahrens Investment Partners
Louisiana
$5.05M -$516K -17,074 -9%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$4.58M +$1.4M +46,197 +44%
BG
5
Bollard Group
Massachusetts
$3.68M +$39.9K +1,321 +1%
Wells Fargo
6
Wells Fargo
California
$3.16M -$203K -6,713 -6%
Jane Street
7
Jane Street
New York
$2.49M +$2.49M +82,314 New
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$2.43M +$2.43M +80,500 New
ASN
9
Advisory Services Network
Georgia
$2.19M – – –
Bank of America
10
Bank of America
North Carolina
$2.05M -$861K -28,498 -30%
GIA
11
Gladstone Institutional Advisory
Florida
$2.03M +$780K +25,835 +63%
LPL Financial
12
LPL Financial
California
$1.8M +$141K +4,662 +8%
PAG
13
Private Advisor Group
New Jersey
$1.63M +$144K +4,757 +10%
PCS
14
Personal CFO Solutions
New Jersey
$1.31M +$1.31M +42,600 New
LI
15
LVZ Inc
Michigan
$1.2M +$449K +14,881 +60%
HAS
16
HBW Advisory Services
California
$1.17M +$1.17M +39,882 New
Morgan Stanley
17
Morgan Stanley
New York
$1.08M +$57.6K +1,907 +6%
KA
18
Kovack Advisors
Florida
$1.05M +$1.05M +34,624 New
Citadel Advisors
19
Citadel Advisors
Florida
$966K -$3.45M -114,202 -78%
Lido Advisors
20
Lido Advisors
California
$851K +$851K +28,177 New
AG
21
Advisor Group
Arizona
$681K +$82.1K +2,715 +14%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$656K +$7.79K +258 +1%
BIA
23
Biondo Investment Advisors
Pennsylvania
$645K +$13.6K +450 +2%
Stifel Financial
24
Stifel Financial
Missouri
$465K – – –
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$417K +$189K +6,261 +83%
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