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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

262 hedge funds and large institutions have $1.18B invested in Fidelity High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 52 reducing their positions, and 17 closing their positions.

Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
3.79%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
41
Increased
132
Reduced
52
Closed
17
Calls
$360K
Puts
–
Net Calls
+$360K
Net Calls Change
+$37K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$47.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$140M
3
SL
3
Systelligence LLC
Minnesota
$14.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$79.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$63.4M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$14.8M
2
Jane Street
2
Jane Street
New York
$8M
3
Bank of America
3
Bank of America
North Carolina
$53M
4
KWM
4
Kingsview Wealth Management
Oregon
$1.38M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$140M 2,768,581 +287,984 +12%
Morgan Stanley
2
Morgan Stanley
New York
$79.6M 1,571,664 +242,906 +18%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$63.4M 1,251,613 +231,108 +23%
Bank of America
4
Bank of America
North Carolina
$53M 1,046,151 -83,638 -7%
LPL Financial
5
LPL Financial
California
$47.4M 935,552 +292,757 +46%
CCA
6
Childress Capital Advisors
Texas
$38.5M 759,709 +211,267 +39%
Wells Fargo
7
Wells Fargo
California
$35.5M 701,329 +98,874 +16%
Osaic Holdings
8
Osaic Holdings
Arizona
$34.4M 678,731 +50,248 +8%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$31.3M 617,725 +74,527 +14%
ME
10
McIlrath & Eck
Washington
$29.3M 578,875 +74,731 +15%
AF
11
Allworth Financial
California
$23.7M 468,637 +23,565 +5%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$22.8M 450,593 +203,395 +82%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$19.2M 378,429 +87,907 +30%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$17.1M 337,303 +114,906 +52%
IWC
15
Integrated Wealth Concepts
Massachusetts
$16.5M 325,621 +20,832 +7%
MML Investors Services
16
MML Investors Services
Massachusetts
$15.5M 306,620 +72,724 +31%
MWM
17
Mascoma Wealth Management
New Hampshire
$15.3M 302,338 +325 +0.1%
KAS
18
Kestra Advisory Services
Texas
$14.8M 291,755 -391,032 -57%
SL
19
Systelligence LLC
Minnesota
$14.4M 283,418 +283,418 New
LWM
20
Lakeridge Wealth Management
Ohio
$14.1M 277,493 +9,746 +4%
GMFG
21
Greater Midwest Financial Group
Minnesota
$14M 276,222 +4,103 +2%
KIM
22
Kestra Investment Management
Texas
$13.8M 272,247 -4,313 -2%
MIA
23
Milestone Investment Advisors
Wisconsin
$12.9M 255,002 +29,244 +13%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$12.7M 250,100 +177,662 +245%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$12.5M 246,157 +52,434 +27%
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