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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

136 hedge funds and large institutions have $341M invested in Fidelity High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 18 closing their positions.

Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
60
Reduced
34
Closed
18
Calls
$392K
Puts
$15K
Net Calls
+$377K
Net Calls Change
+$106K

Top Buyers

1
Jane Street
1
Jane Street
New York
$18.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$23.1M
4
MFG
4
Marmo Financial Group
Tennessee
$5.38M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$42.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$5.45M
3
AWM
3
Accurate Wealth Management
Florida
$1.15M
4
LNC
4
Lincoln National Corp
Pennsylvania
$997K
5
BFA
5
BMS Financial Advisors
South Dakota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$42.2M 1,130,349 +140,141 +14%
CCA
2
Childress Capital Advisors
Texas
$32.2M 862,056 +115,547 +15%
Osaic Holdings
3
Osaic Holdings
Arizona
$23.1M 619,045 +189,450 +44%
Jane Street
4
Jane Street
New York
$18.4M 493,786 +333,824 +209%
Morgan Stanley
5
Morgan Stanley
New York
$18M 482,356 +176 +0%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.1M 458,597 +216,160 +89%
KAS
7
Kestra Advisory Services
Texas
$15.4M 413,741 +10,664 +3%
Bank of America
8
Bank of America
North Carolina
$13.1M 350,917 +9,121 +3%
LPL Financial
9
LPL Financial
California
$10.1M 270,968 +116,225 +75%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$9.77M 261,904 +8,820 +3%
Wells Fargo
11
Wells Fargo
California
$6.64M 178,043 -9,172 -5%
LWA
12
Lineweaver Wealth Advisors
Ohio
$5.64M 151,115 +2,016 +1%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$5.45M 146,024 -57,963 -28%
MFG
14
Marmo Financial Group
Tennessee
$5.38M 144,188 +144,188 New
CAN
15
Cetera Advisor Networks
California
$5.21M 139,659 +18,259 +15%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$5.08M 136,097 +87,854 +182%
Stifel Financial
17
Stifel Financial
Missouri
$4.88M 130,894 -1,337 -1%
BG
18
Bollard Group
Massachusetts
$4.87M 130,679 +650 +0.5%
OWA
19
Octavia Wealth Advisors
Ohio
$4.23M 113,473 +1,434 +1%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.88M 103,908 +42,316 +69%
Truist Financial
21
Truist Financial
North Carolina
$3.53M 94,691 -17,759 -16%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.52M 94,449 +45,824 +94%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.42M 91,771 +6,461 +8%
RPGK
24
Retirement Planning Group (Kansas)
Kansas
$3.37M 90,357 +20,218 +29%
MSWM
25
McGlone Suttner Wealth Management
Wisconsin
$3.18M 85,222 +85,222 New
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