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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

83 hedge funds and large institutions have $180M invested in Fidelity High Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
35
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$47M
2
Jane Street
2
Jane Street
New York
$4.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.22M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.4M
5
GAM
5
Geier Asset Management
Maryland
$984K

Top Sellers

1
LWA
1
Lineweaver Wealth Advisors
Ohio
$4.73M
2
IWM
2
IHT Wealth Management
Illinois
$2.79M
3
KAS
3
Kestra Advisory Services
Texas
$3.05M
4
GIA
4
Gladstone Institutional Advisory
Florida
$1.48M
5
FAM
5
Flaharty Asset Management
Florida
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$47M 1,322,320 +85,686 +7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.4M 403,934 +29,178 +8%
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$7.76M 218,456 +4,331 +2%
Bank of America
4
Bank of America
North Carolina
$7M 197,064 -578 -0.3%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.45M 181,520 +4,395 +2%
Morgan Stanley
6
Morgan Stanley
New York
$6.26M 175,978 +25,670 +17%
PAG
7
Private Advisor Group
New Jersey
$5.59M 157,323 +2,994 +2%
LWA
8
Lineweaver Wealth Advisors
Ohio
$4.73M 132,959 -17,566 -12%
Jane Street
9
Jane Street
New York
$4.5M 126,541 +51,288 +68%
BG
10
Bollard Group
Massachusetts
$4.39M 123,598 +970 +0.8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.07M 114,469 +1,811 +2%
Stifel Financial
12
Stifel Financial
Missouri
$3.65M 102,811 -743 -0.7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.4M 95,782 +18,303 +24%
KAS
14
Kestra Advisory Services
Texas
$3.05M 85,927 -14,345 -14%
Wells Fargo
15
Wells Fargo
California
$2.95M 83,010 +22,193 +36%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$2.86M 80,500 – –
IWM
17
IHT Wealth Management
Illinois
$2.79M 78,384 -16,897 -18%
OWA
18
Octavia Wealth Advisors
Ohio
$2.73M 76,782 +11,039 +17%
LPL Financial
19
LPL Financial
California
$2.71M 76,253 +1,462 +2%
PCS
20
Personal CFO Solutions
New Jersey
$2.46M 69,303 +925 +1%
EWA
21
EP Wealth Advisors
California
$2.35M 66,152 -11,311 -15%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.08M 58,617 +3,561 +6%
VC
23
Vicus Capital
Pennsylvania
$2.04M 57,300 -2,446 -4%
LI
24
LVZ Inc
Michigan
$1.99M 55,892 +2,120 +4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.89M 53,296 +2,469 +5%
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