Fidelity High Dividend ETF
FDVV
344 hedge funds and large institutions have $1.84B invested in Fidelity High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 174 increasing their positions, 66 reducing their positions, and 17 closing their positions.
620% more call options, than puts
Call options by funds: $605K | Put options by funds: $84K
241% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 17
164% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 66
53% more funds holding in top 10
Funds holding in top 10: 15 → 23 (+8)
12% more funds holding
Funds holding: 306 → 344 (+38)
3.72% more ownership
Funds ownership: 34.45% → 38.17% (+3.7%)
48% less capital invested
Capital invested by funds: $3.53B → $1.84B (-$1.68B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$79.2M |
| 2 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$29.9M |
| 3 |
JP Morgan Chase
New York
|
+$28.8M |
| 4 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$27.2M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$44.2M |
| 2 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$13.2M |
| 3 |
Jane Street
New York
|
-$12.3M |
| 4 |
EH
Equitable Holdings
New York
|
-$11.7M |
| 5 |
MFS
Madrona Financial Services
Everett,
Washington
|
-$5.12M |
FDVV Hedge Fund Activity: Q1 2025 in Review
344 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q1 2025, worth a combined $1.84B — down 48% from $3.53B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new FDVV positions and 17 closed out — a net gain of 41 holders — while 174 added to existing stakes and 66 trimmed.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $79.2M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $44.2M sold.
- 344 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q1 2025, up from 306 in Q4 2024.
- Funds reported $1.84B of Fidelity High Dividend ETF stock for Q1 2025, down 48% quarter-over-quarter.
- 58 funds opened new Fidelity High Dividend ETF positions in Q1 2025 and 17 closed out, a net change of +41 holders.
- The largest Fidelity High Dividend ETF buyer in Q1 2025 was Retirement Planning Group (Kansas), an estimated $79.2M added.
- The largest Fidelity High Dividend ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $44.2M sold.
Based on aggregated 13F filings for Q1 2025.