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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

95 hedge funds and large institutions have $266M invested in Fidelity High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
42
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$106M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.95M
3
Jane Street
3
Jane Street
New York
$12.1M
4
IC
4
Inscription Capital
Texas
$1.92M
5
GAM
5
Geier Asset Management
Maryland
$2.03M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$605K
3
WI
3
WBI Investments
New Jersey
$0
4
FAM
4
Flaharty Asset Management
Florida
$1.07M
5
GIA
5
Gladstone Institutional Advisory
Florida
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$106M 2,823,316 +1,500,996 +114%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$15.6M 414,386 +10,452 +3%
Jane Street
3
Jane Street
New York
$12.1M 321,501 +194,960 +154%
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$9.13M 242,311 +23,855 +11%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$8.95M 237,176 +237,176 New
Bank of America
6
Bank of America
North Carolina
$7.85M 208,239 +11,175 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.07M 187,586 +6,066 +3%
Morgan Stanley
8
Morgan Stanley
New York
$6.81M 180,739 +4,761 +3%
PAG
9
Private Advisor Group
New Jersey
$6.04M 160,344 +3,021 +2%
LWA
10
Lineweaver Wealth Advisors
Ohio
$4.98M 132,144 -815 -0.6%
BG
11
Bollard Group
Massachusetts
$4.69M 124,481 +883 +0.7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.42M 117,372 +2,903 +3%
Stifel Financial
13
Stifel Financial
Missouri
$3.88M 102,898 +87 +0.1%
OWA
14
Octavia Wealth Advisors
Ohio
$3.55M 94,182 +17,400 +23%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.48M 92,289 -3,493 -4%
KAS
16
Kestra Advisory Services
Texas
$3.47M 92,177 +6,250 +7%
Wells Fargo
17
Wells Fargo
California
$3.26M 86,438 +3,428 +4%
LPL Financial
18
LPL Financial
California
$3.01M 79,832 +3,579 +5%
IWM
19
IHT Wealth Management
Illinois
$2.62M 69,498 -8,886 -11%
EWA
20
EP Wealth Advisors
California
$2.44M 64,799 -1,353 -2%
PCS
21
Personal CFO Solutions
New Jersey
$2.43M 64,368 -4,935 -7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.18M 57,923 +4,627 +9%
VC
23
Vicus Capital
Pennsylvania
$2.13M 56,431 -869 -2%
LI
24
LVZ Inc
Michigan
$2.09M 55,568 -324 -0.6%
GAM
25
Geier Asset Management
Maryland
$2.03M 53,746 +27,313 +103%
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