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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

135 hedge funds and large institutions have $251M invested in Fidelity High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
135
Holders Change
+15
Holders Change %
+12.5%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
60
Reduced
33
Closed
6
Calls
$271K
Puts
–
Net Calls
+$271K
Net Calls Change
+$271K

Top Buyers

1
CCA
1
Childress Capital Advisors
Texas
$24.7M
2
Jane Street
2
Jane Street
New York
$5.28M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$32.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.9M

Top Sellers

1
HW
1
Hedeker Wealth
Illinois
$0
2
PAG
2
Private Advisor Group
New Jersey
$1.25M
3
CAN
3
Cetera Advisor Networks
California
$4.01M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$8.36M
5
PCS
5
Personal CFO Solutions
New Jersey
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$32.7M 990,208 +129,794 +15%
CCA
2
Childress Capital Advisors
Texas
$24.7M 746,509 +222,409 +42%
Morgan Stanley
3
Morgan Stanley
New York
$15.9M 482,180 +78,202 +19%
Osaic Holdings
4
Osaic Holdings
Arizona
$14.2M 429,595 +117,719 +38%
KAS
5
Kestra Advisory Services
Texas
$13.3M 403,077 +26,245 +7%
Bank of America
6
Bank of America
North Carolina
$11.3M 341,796 +66,517 +24%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$8.36M 253,084 -12,042 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.01M 242,437 +41,802 +21%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$6.74M 203,987 +10,414 +5%
Wells Fargo
10
Wells Fargo
California
$6.18M 187,215 -1,917 -1%
Jane Street
11
Jane Street
New York
$5.28M 159,962 +159,962 New
LPL Financial
12
LPL Financial
California
$5.11M 154,743 +8,266 +6%
LWA
13
Lineweaver Wealth Advisors
Ohio
$4.93M 149,099 +10,774 +8%
Stifel Financial
14
Stifel Financial
Missouri
$4.37M 132,231 -955 -0.7%
BG
15
Bollard Group
Massachusetts
$4.29M 130,029 +1,369 +1%
CAN
16
Cetera Advisor Networks
California
$4.01M 121,400 -18,013 -13%
Truist Financial
17
Truist Financial
North Carolina
$3.71M 112,450 +39,127 +53%
OWA
18
Octavia Wealth Advisors
Ohio
$3.7M 112,039 +16,061 +17%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.22M 97,564 +51,193 +110%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.82M 85,310 +727 +0.9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.5M 75,718 +64,041 +548%
RPGK
22
Retirement Planning Group (Kansas)
Kansas
$2.32M 70,139 +28,860 +70%
AF
23
Advisornet Financial
Minnesota
$2.31M 70,033 +12,456 +22%
IWC
24
Integrated Wealth Concepts
Massachusetts
$2.29M 69,438 +3,764 +6%
IAG
25
Investmark Advisory Group
Connecticut
$2.13M 64,466 +43,369 +206%
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