FDVV icon

Fidelity High Dividend ETF
FDVV

Overview Fund Activity

189 hedge funds and large institutions have $711M invested in Fidelity High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
44
Increased
90
Reduced
40
Closed
13
Calls
$342K
Puts
–
Net Calls
+$342K
Net Calls Change
+$338K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
Bank of America
2
Bank of America
North Carolina
$37.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$13.8M
4
LWM
4
Lakeridge Wealth Management
Ohio
$10.8M
5
GMFG
5
Greater Midwest Financial Group
Minnesota
$10.4M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$157K
2
CCA
2
Childress Capital Advisors
Texas
$24.3M
3
Jane Street
3
Jane Street
New York
$12.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SIS
5
Strategic Investment Solutions
Illinois
$8.46K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$91.2M 2,156,338 +1,599,187 +287%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$79.3M 1,876,634 +218,258 +13%
Osaic Holdings
3
Osaic Holdings
Arizona
$42M 992,994 +220,047 +28%
Bank of America
4
Bank of America
North Carolina
$37.5M 886,191 +502,230 +131%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.1M 640,642 +69,091 +12%
CCA
6
Childress Capital Advisors
Texas
$24.3M 574,907 -114,825 -17%
LPL Financial
7
LPL Financial
California
$23.5M 556,843 +58,520 +12%
IWC
8
Integrated Wealth Concepts
Massachusetts
$20.7M 489,823 -30,399 -6%
Wells Fargo
9
Wells Fargo
California
$20.1M 474,633 +102,369 +27%
KAS
10
Kestra Advisory Services
Texas
$18.7M 441,273 +44,419 +11%
ME
11
McIlrath & Eck
Washington
$16.8M 397,057 +39,931 +11%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$13.8M 325,228 +277,469 +581%
Jane Street
13
Jane Street
New York
$12.8M 303,413 -95,319 -24%
LWM
14
Lakeridge Wealth Management
Ohio
$10.8M 255,741 +255,741 New
GMFG
15
Greater Midwest Financial Group
Minnesota
$10.4M 247,046 +247,046 New
MWM
16
Mascoma Wealth Management
New Hampshire
$9.26M 218,958 +4,352 +2%
LNC
17
Lincoln National Corp
Pennsylvania
$9.04M 213,802 +17,572 +9%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$8.48M 200,513 +79,636 +66%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$8.16M 193,067 +21,423 +12%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$8.09M 191,385 +28,171 +17%
Stifel Financial
21
Stifel Financial
Missouri
$7.9M 186,775 +1,158 +0.6%
RPGK
22
Retirement Planning Group (Kansas)
Kansas
$7.35M 173,785 +16,760 +11%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$7.05M 166,710 +82,595 +98%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$6.84M 161,789 +121,530 +302%
CAN
25
Cetera Advisor Networks
California
$6.78M 160,367 +11,610 +8%
1
2 3 4 5