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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

241 hedge funds and large institutions have $941M invested in Fidelity High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 120 increasing their positions, 47 reducing their positions, and 12 closing their positions.

Holders
241
Holders Change
+23
Holders Change %
+10.55%
% of All Funds
3.51%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
120
Reduced
47
Closed
12
Calls
$323K
Puts
–
Net Calls
+$323K
Net Calls Change
-$44K

Top Buyers

1
AF
1
Allworth Financial
California
$21.4M
2
KIM
2
Kestra Investment Management
Texas
$12.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$47.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$116M
5
Morgan Stanley
5
Morgan Stanley
New York
$62.2M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$29.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$14.3M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.39M
5
MAV
5
Mason & Associates (Virginia)
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$116M 2,480,597 +239,665 +11%
Morgan Stanley
2
Morgan Stanley
New York
$62.2M 1,328,758 +191,410 +17%
Bank of America
3
Bank of America
North Carolina
$52.9M 1,129,789 +37,173 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47.7M 1,020,505 +268,292 +36%
KAS
5
Kestra Advisory Services
Texas
$31.2M 682,787 +64,524 +10%
LPL Financial
6
LPL Financial
California
$30.1M 642,795 +71,630 +13%
Osaic Holdings
7
Osaic Holdings
Arizona
$29.4M 628,483 -535,481 -46%
Wells Fargo
8
Wells Fargo
California
$28.2M 602,455 +33,712 +6%
CCA
9
Childress Capital Advisors
Texas
$25.7M 548,442 +935 +0.2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$25.4M 543,198 +158,465 +41%
ME
11
McIlrath & Eck
Washington
$23.6M 504,144 +61,173 +14%
AF
12
Allworth Financial
California
$21.4M 445,072 +435,589 +4,593%
IWC
13
Integrated Wealth Concepts
Massachusetts
$14.3M 304,789 -218,162 -42%
MWM
14
Mascoma Wealth Management
New Hampshire
$14.1M 302,013 +12,623 +4%
Jane Street
15
Jane Street
New York
$14M 298,751 +73,346 +33%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$13.6M 290,522 +35,582 +14%
GMFG
17
Greater Midwest Financial Group
Minnesota
$13.2M 272,119 +10,241 +4%
KIM
18
Kestra Investment Management
Texas
$12.9M 276,560 +276,560 New
LWM
19
Lakeridge Wealth Management
Ohio
$12.5M 267,747 +12,673 +5%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$11.6M 247,198 +41,719 +20%
MML Investors Services
21
MML Investors Services
Massachusetts
$10.9M 233,896 +4,193 +2%
MIA
22
Milestone Investment Advisors
Wisconsin
$10.6M 225,758 +162,101 +255%
AT
23
Arden Trust
Delaware
$10.5M 224,373 -1,126 -0.5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$10.4M 222,397 +762 +0.3%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$9.68M 207,009 +9,537 +5%
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