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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

70 hedge funds and large institutions have $108M invested in Fidelity High Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
27
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$14.9M
2
EWA
2
EP Wealth Advisors
California
$4.93M
3
IWM
3
IHT Wealth Management
Illinois
$2.57M
4
KAS
4
Kestra Advisory Services
Texas
$2.39M
5
JWCA
5
J.W. Cole Advisors
Florida
$1.3M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$1.69M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$530K
3
Citadel Advisors
3
Citadel Advisors
Florida
$695K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.41M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$14.9M 538,904 +538,104 +67,263%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.15M 330,365 +22,851 +7%
Bank of America
3
Bank of America
North Carolina
$5.27M 190,102 +6,198 +3%
EWA
4
EP Wealth Advisors
California
$4.93M 178,045 +178,045 New
Osaic Holdings
5
Osaic Holdings
Arizona
$4.36M 157,511 +14,420 +10%
BRWA
6
B. Riley Wealth Advisors
Florida
$4.33M 156,068 +395 +0.3%
LWA
7
Lineweaver Wealth Advisors
Ohio
$4.28M 154,429 -2,171 -1%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$4.06M 146,625 +26,714 +22%
LPL Financial
9
LPL Financial
California
$3.99M 144,064 -18,913 -12%
Morgan Stanley
10
Morgan Stanley
New York
$3.75M 135,169 -39,095 -22%
BG
11
Bollard Group
Massachusetts
$3.4M 122,628 – –
Stifel Financial
12
Stifel Financial
Missouri
$2.77M 99,871 +1,389 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.75M 99,232 +36,459 +58%
IWM
14
IHT Wealth Management
Illinois
$2.57M 92,552 +92,552 New
KAS
15
Kestra Advisory Services
Texas
$2.39M 86,081 +86,081 New
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$2.23M 80,500 – –
VC
17
Vicus Capital
Pennsylvania
$2.02M 72,873 -8,357 -10%
GIA
18
Gladstone Institutional Advisory
Florida
$1.83M 66,202 +1,202 +2%
Wells Fargo
19
Wells Fargo
California
$1.75M 63,005 +7,673 +14%
PAG
20
Private Advisor Group
New Jersey
$1.69M 60,880 -101,853 -63%
EWF
21
Epstein & White Financial
California
$1.67M 60,379 -15,291 -20%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.41M 51,035 -50,186 -50%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.35M 48,602 +7,462 +18%
AIP
24
Ahrens Investment Partners
Louisiana
$1.33M 48,056 +6,058 +14%
JWCA
25
J.W. Cole Advisors
Florida
$1.3M 46,831 +46,831 New
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