Fidelity High Dividend ETF
FDVV
263 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, 133 increasing their positions, 52 reducing their positions, and 17 closing their positions.
156% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 52
141% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 17
100% more funds holding in top 10
Funds holding in top 10: 6 → 12 (+6)
25% more capital invested
Capital invested by funds: $941M → $1.18B (+$235M)
9% more funds holding
Funds holding: 242 → 263 (+21)
0.07% less ownership
Funds ownership: 32.3% → 32.23% (-0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$14.3M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$14M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$13.8M |
| 4 |
Morgan Stanley
New York
|
+$11.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$19.1M |
| 2 |
Jane Street
New York
|
-$6.86M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.08M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.53M |
| 5 |
Renaissance Technologies
New York
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$10K | -219 | Closed |
|
|
OP
277
ORG Partners
Roanoke,
Indiana
| – | -$7.03K | -150 | Closed |
|
|
GI
278
Gradient Investments
Arden Hills,
Minnesota
| – | -$3.93K | -84 | Closed |
|
279
BNP Paribas Financial Markets
Paris,
France
| – | -$2.43K | -52 | Closed |
|
|
CP
280
Camelot Portfolios
Maumee,
Ohio
| – | -$719 | -15 | Closed |
|
281
AssetMark Inc
Concord,
California
| – | -$468 | -10 | Closed |
|
FDVV Hedge Fund Activity: Q3 2024 in Review
263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q3 2024, worth a combined $1.18B — up 25% from $941M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new FDVV positions and 17 closed out — a net gain of 24 holders — while 133 added to existing stakes and 52 trimmed.
The largest buyer was LPL Financial, adding an estimated $14.3M. The largest seller was Kestra Advisory Services, cutting an estimated $19.1M.
- 263 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q3 2024, up from 242 in Q2 2024.
- Funds reported $1.18B of Fidelity High Dividend ETF stock for Q3 2024, up 25% quarter-over-quarter.
- 41 funds opened new Fidelity High Dividend ETF positions in Q3 2024 and 17 closed out, a net change of +24 holders.
- The largest Fidelity High Dividend ETF buyer in Q3 2024 was LPL Financial, an estimated $14.3M added.
- The largest Fidelity High Dividend ETF seller in Q3 2024 was Kestra Advisory Services, an estimated $19.1M sold.
Based on aggregated 13F filings for Q3 2024.