Fidelity High Dividend ETF
FDVV
242 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, 121 increasing their positions, 47 reducing their positions, and 12 closing their positions.
242% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 12
157% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 47
12% more capital invested
Capital invested by funds: $840M → $941M (+$101M)
11% more funds holding
Funds holding: 218 → 242 (+24)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1.24% less ownership
Funds ownership: 33.54% → 32.3% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$19.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.3M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$11M |
| 4 |
Morgan Stanley
New York
|
+$8.75M |
| 5 |
MIA
Milestone Investment Advisors
Middleton,
Wisconsin
|
+$7.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$24.5M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$9.98M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$9.87M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.2M |
| 5 |
MAV
Mason & Associates (Virginia)
Newport News,
Virginia
|
-$2.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
D.E. Shaw & Co
New York
| – | -$301K | -6,641 | Closed |
|
|
ACM
252
Advisors Capital Management
Ridgewood,
New Jersey
| – | -$210K | -4,631 | Closed |
|
|
LF
253
LifeSteps Financial
Claremont,
California
| – | -$39.4K | -870 | Closed |
|
|
EWA
254
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$35.3K | -800 | Closed |
|
|
KFS
255
Kelly Financial Services
Braintree,
Massachusetts
| – | -$7.9K | -174 | Closed |
|
FDVV Hedge Fund Activity: Q2 2024 in Review
242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2024, worth a combined $941M — up 12% from $840M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new FDVV positions and 12 closed out — a net gain of 29 holders — while 121 added to existing stakes and 47 trimmed.
The largest buyer was Allworth Financial, adding an estimated $19.9M. The largest seller was Osaic Holdings, cutting an estimated $24.5M.
- 242 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2024, up from 218 in Q1 2024.
- Funds reported $941M of Fidelity High Dividend ETF stock for Q2 2024, up 12% quarter-over-quarter.
- 41 funds opened new Fidelity High Dividend ETF positions in Q2 2024 and 12 closed out, a net change of +29 holders.
- The largest Fidelity High Dividend ETF buyer in Q2 2024 was Allworth Financial, an estimated $19.9M added.
- The largest Fidelity High Dividend ETF seller in Q2 2024 was Osaic Holdings, an estimated $24.5M sold.
Based on aggregated 13F filings for Q2 2024.