FDVV icon

Fidelity High Dividend ETF
FDVV

Overview Fund Activity

79 hedge funds and large institutions have $154M invested in Fidelity High Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
$39.7M
2
PAG
Private Advisor Group
New Jersey
$4.95M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$6.87M
4
FAM
Flaharty Asset Management
Florida
$1.8M
5
PWP
Principle Wealth Partners
Connecticut
$1.48M

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
$0
2
EWA
EP Wealth Advisors
California
$2.49M
3
LPL Financial
LPL Financial
California
$2.4M
4
JWCA
J.W. Cole Advisors
Florida
$254K
5
AAS
Avantax Advisory Services
Texas
$756K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$39.7M +$22.4M +697,730 +129%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12M +$1.42M +44,391 +13%
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$6.87M +$2.17M +67,500 +46%
Bank of America
4
Bank of America
North Carolina
$6.35M +$242K +7,540 +4%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.69M +$630K +19,614 +12%
PAG
6
Private Advisor Group
New Jersey
$4.95M +$3M +93,449 +153%
LWA
7
Lineweaver Wealth Advisors
Ohio
$4.83M -$125K -3,904 -3%
Morgan Stanley
8
Morgan Stanley
New York
$4.83M +$486K +15,139 +11%
BG
9
Bollard Group
Massachusetts
$3.94M – – –
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.62M +$431K +13,426 +14%
Stifel Financial
11
Stifel Financial
Missouri
$3.32M +$118K +3,683 +4%
KAS
12
Kestra Advisory Services
Texas
$3.21M +$454K +14,191 +16%
IWM
13
IHT Wealth Management
Illinois
$3.06M +$87.6K +2,729 +3%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.58M – – –
EWA
15
EP Wealth Advisors
California
$2.49M -$3.23M -100,582 -56%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.49M +$849K +26,444 +52%
Jane Street
17
Jane Street
New York
$2.42M +$1.19M +37,076 +97%
LPL Financial
18
LPL Financial
California
$2.4M -$2.22M -69,273 -48%
PCS
19
Personal CFO Solutions
New Jersey
$2.2M +$19.2K +598 +0.9%
OWA
20
Octavia Wealth Advisors
Ohio
$2.11M +$2.11M +65,743 New
Wells Fargo
21
Wells Fargo
California
$1.95M -$70.2K -2,188 -3%
VC
22
Vicus Capital
Pennsylvania
$1.92M -$421K -13,127 -18%
FAM
23
Flaharty Asset Management
Florida
$1.8M +$1.8M +56,152 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.77M +$1.15M +35,929 +188%
GIA
25
Gladstone Institutional Advisory
Florida
$1.74M -$384K -11,951 -18%
1
2 3 4