Fidelity High Dividend ETF
FDVV
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.
300% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 10
74% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 54
18% more capital invested
Capital invested by funds: $711M → $840M (+$129M)
15% more funds holding
Funds holding: 189 → 218 (+29)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1.17% less ownership
Funds ownership: 34.71% → 33.54% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$15.8M |
| 2 |
AT
Arden Trust
Wilmington,
Delaware
|
+$9.81M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.48M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.98M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$44.3M |
| 2 |
JP Morgan Chase
New York
|
-$5.94M |
| 3 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
-$5.03M |
| 4 |
Jane Street
New York
|
-$3.39M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
UBS Group
Zurich,
Switzerland
| – | -$21.3K | -504 | Closed |
|
|
MBFW
227
Morton Brown Family Wealth
Allentown,
Pennsylvania
| – | -$9.98K | -236 | Closed |
|
|
LPP
228
Life Planning Partners
Jacksonville,
Florida
| – | -$1.27K | -30 | Closed |
|
FDVV Hedge Fund Activity: Q1 2024 in Review
218 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q1 2024, worth a combined $840M — up 18% from $711M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FDVV positions and 10 closed out — a net gain of 30 holders — while 94 added to existing stakes and 54 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $15.8M. The largest seller was Morgan Stanley, cutting an estimated $44.3M.
- 218 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q1 2024, up from 189 in Q4 2023.
- Funds reported $840M of Fidelity High Dividend ETF stock for Q1 2024, up 18% quarter-over-quarter.
- 40 funds opened new Fidelity High Dividend ETF positions in Q1 2024 and 10 closed out, a net change of +30 holders.
- The largest Fidelity High Dividend ETF buyer in Q1 2024 was Commonwealth Equity Services, an estimated $15.8M added.
- The largest Fidelity High Dividend ETF seller in Q1 2024 was Morgan Stanley, an estimated $44.3M sold.
Based on aggregated 13F filings for Q1 2024.