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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

162 hedge funds and large institutions have $486M invested in Fidelity High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
84
Reduced
29
Closed
16
Calls
$31K
Puts
$27K
Net Calls
+$4K
Net Calls Change
-$409K

Top Buyers

1
Jane Street
1
Jane Street
New York
$15.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$64M
3
ME
3
McIlrath & Eck
Washington
$13.8M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$20.1M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$7.27M

Top Sellers

1
LI
1
LVZ Inc
Michigan
$1.61M
2
CCA
2
Childress Capital Advisors
Texas
$26.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$447K
4
CA
4
Calton & Associates
Florida
$344K
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$64M +$14.9M +387,179 +30%
Osaic Holdings
2
Osaic Holdings
Arizona
$29.8M +$5.07M +131,327 +20%
CCA
3
Childress Capital Advisors
Texas
$26.6M -$1.1M -28,427 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.1M +$1.6M +41,353 +8%
Morgan Stanley
5
Morgan Stanley
New York
$21.5M -$54.3K -1,407 -0.3%
IWC
6
Integrated Wealth Concepts
Massachusetts
$20.1M +$11.4M +294,344 +130%
LPL Financial
7
LPL Financial
California
$19.2M +$1.37M +35,437 +8%
Jane Street
8
Jane Street
New York
$15.4M +$15.4M +398,732 New
KAS
9
Kestra Advisory Services
Texas
$15.3M +$357K +9,248 +2%
Bank of America
10
Bank of America
North Carolina
$14.8M +$390K +10,100 +3%
Wells Fargo
11
Wells Fargo
California
$14.4M +$700K +18,144 +5%
ME
12
McIlrath & Eck
Washington
$13.8M +$13.8M +357,126 New
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$10.9M +$405K +10,496 +4%
MWM
14
Mascoma Wealth Management
New Hampshire
$8.28M +$525K +13,592 +7%
LNC
15
Lincoln National Corp
Pennsylvania
$7.57M +$434K +11,253 +6%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$7.27M +$7.11M +174,018 +4,703%
Stifel Financial
17
Stifel Financial
Missouri
$7.16M +$151K +3,903 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.62M +$2.01M +52,096 +44%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$6.3M +$305K +7,892 +5%
RPGK
20
Retirement Planning Group (Kansas)
Kansas
$6.06M +$1.35M +34,938 +29%
LWA
21
Lineweaver Wealth Advisors
Ohio
$5.99M -$66.7K -1,729 -1%
CAN
22
Cetera Advisor Networks
California
$5.74M +$27.7K +718 +0.5%
BG
23
Bollard Group
Massachusetts
$5.2M +$39.6K +1,026 +0.8%
OWA
24
Octavia Wealth Advisors
Ohio
$4.93M +$226K +5,854 +5%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$4.66M +$212K +5,492 +5%
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