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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

218 hedge funds and large institutions have $840M invested in Fidelity High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+29
Holders Change %
+15.34%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
94
Reduced
54
Closed
10
Calls
$367K
Puts
–
Net Calls
+$367K
Net Calls Change
+$25K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$102M
2
AT
Arden Trust
Delaware
$10.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$17.4M
4
Bank of America
Bank of America
North Carolina
$49.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.43M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$51.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.55M
3
OWA
Octavia Wealth Advisors
Ohio
$912K
4
Jane Street
Jane Street
New York
$10.2M
5
AWM
AE Wealth Management
Kansas
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$102M +$16.5M +364,298 +19%
Osaic Holdings
2
Osaic Holdings
Arizona
$52.7M +$7.75M +170,970 +17%
Morgan Stanley
3
Morgan Stanley
New York
$51.5M -$46.2M -1,018,990 -47%
Bank of America
4
Bank of America
North Carolina
$49.5M +$9.35M +206,425 +23%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.1M +$5.06M +111,571 +17%
KAS
6
Kestra Advisory Services
Texas
$28M +$8.02M +176,990 +40%
LPL Financial
7
LPL Financial
California
$25.9M +$649K +14,322 +3%
Wells Fargo
8
Wells Fargo
California
$25.8M +$4.26M +94,110 +20%
CCA
9
Childress Capital Advisors
Texas
$24.8M -$1.24M -27,400 -5%
IWC
10
Integrated Wealth Concepts
Massachusetts
$23.7M +$1.5M +33,128 +7%
ME
11
McIlrath & Eck
Washington
$20.1M +$2.08M +45,914 +12%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$17.4M +$9.88M +218,023 +131%
MWM
13
Mascoma Wealth Management
New Hampshire
$13.1M +$3.19M +70,432 +32%
GMFG
14
Greater Midwest Financial Group
Minnesota
$11.9M +$672K +14,832 +6%
LWM
15
Lakeridge Wealth Management
Ohio
$11.6M -$30.2K -667 -0.3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$11.6M +$2.8M +61,873 +32%
MML Investors Services
17
MML Investors Services
Massachusetts
$10.4M +$5.34M +117,759 +105%
AT
18
Arden Trust
Delaware
$10.2M +$10.2M +225,499 New
Jane Street
19
Jane Street
New York
$10.2M -$3.53M -78,008 -26%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$10M +$957K +21,122 +11%
LNC
21
Lincoln National Corp
Pennsylvania
$9.87M +$179K +3,944 +2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$9.31M +$1.98M +43,690 +27%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$8.95M +$276K +6,087 +3%
Stifel Financial
24
Stifel Financial
Missouri
$8.67M +$210K +4,627 +2%
RPGK
25
Retirement Planning Group (Kansas)
Kansas
$8.65M +$776K +17,136 +10%
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