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Fidelity High Dividend ETF
FDVV

306 hedge funds and large institutions have $3.53B invested in Fidelity High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 161 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

705% more call options, than puts

Call options by funds: $684K | Put options by funds: $85K

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

274% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 43

200% more capital invested

Capital invested by funds: $1.18B → $3.53B (+$2.35B)

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

16% more funds holding

Funds holding: 263 → 306 (+43)

2.21% more ownership

Funds ownership: 32.23% → 34.45% (+2.2%)

Holders
306
Holders Change
+43
Holders Change %
+16.35%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
66
Increased
161
Reduced
43
Closed
17
Calls
$684K
Puts
$85K
Net Calls
+$599K
Net Calls Change
+$239K

Top Buyers

1
LPL Financial
LPL Financial
California
+$46.3M
2
IAA
Independent Advisor Alliance
North Carolina
+$45.3M
3
Morgan Stanley
Morgan Stanley
New York
+$20.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$17.7M
5
EH
Equitable Holdings
New York
+$14.9M

Top Sellers

1
GMFG
Greater Midwest Financial Group
Minnesota
-$13.7M
2
Prudential Financial
Prudential Financial
New Jersey
-$7.95M
3
BG
Bollard Group
Massachusetts
-$7.04M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.29M
5
PCS
Personal CFO Solutions
New Jersey
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.05B +$14K +273 +0.7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$156M +$17.7M +345,433 +12%
Morgan Stanley
3
Morgan Stanley
New York
$98.7M +$20.7M +404,170 +26%
LPL Financial
4
LPL Financial
California
$91.8M +$46.3M +902,912 +97%
Bank of America
5
Bank of America
North Carolina
$62M +$9.98M +194,782 +19%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$56.4M -$6.29M -122,687 -10%
Wells Fargo
7
Wells Fargo
California
$45M +$10.2M +199,194 +28%
IAA
8
Independent Advisor Alliance
North Carolina
$44.2M +$45.3M +884,143 New
CCA
9
Childress Capital Advisors
Texas
$38.1M +$153K +2,977 +0.4%
Osaic Holdings
10
Osaic Holdings
Arizona
$36.7M +$2.83M +55,299 +8%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$31.4M +$600K +11,710 +2%
ME
12
McIlrath & Eck
Washington
$30.7M +$1.88M +36,753 +6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$29.7M +$11.1M +216,610 +57%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$29.6M +$7.3M +142,535 +32%
Raymond James Financial
15
Raymond James Financial
Florida
$27.8M +$28.5M +556,318 New
AF
16
Allworth Financial
California
$26.1M +$2.12M +41,384 +9%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$23.2M +$10.9M +213,504 +85%
JP Morgan Chase
18
JP Morgan Chase
New York
$19.6M +$7.49M +146,280 +59%
MML Investors Services
19
MML Investors Services
Massachusetts
$18.9M +$3.73M +72,717 +24%
Jane Street
20
Jane Street
New York
$18.6M +$11M +215,415 +136%
AIA
21
AssuredPartners Investment Advisors
Florida
$17.9M +$18.4M +358,991 New
IWC
22
Integrated Wealth Concepts
Massachusetts
$17.8M +$1.62M +31,559 +10%
KAS
23
Kestra Advisory Services
Texas
$17.7M +$3.26M +63,637 +22%
LPFG
24
Landing Point Financial Group
Ohio
$17.6M +$17.5M +341,793 New
EH
25
Equitable Holdings
New York
$16M +$14.9M +290,030 +978%
1
2 3 4 5

FDVV Hedge Fund Activity: Q4 2024 in Review

306 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q4 2024, worth a combined $3.53B — up 200% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new FDVV positions and 17 closed out — a net gain of 49 holders — while 161 added to existing stakes and 43 trimmed.

The largest buyer was LPL Financial, adding an estimated $46.3M. The largest seller was Greater Midwest Financial Group, cutting an estimated $13.7M.

  • 306 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q4 2024, up from 263 in Q3 2024.
  • Funds reported $3.53B of Fidelity High Dividend ETF stock for Q4 2024, up 200% quarter-over-quarter.
  • 66 funds opened new Fidelity High Dividend ETF positions in Q4 2024 and 17 closed out, a net change of +49 holders.
  • The largest Fidelity High Dividend ETF buyer in Q4 2024 was LPL Financial, an estimated $46.3M added.
  • The largest Fidelity High Dividend ETF seller in Q4 2024 was Greater Midwest Financial Group, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.