Fidelity High Dividend ETF
FDVV
25 hedge funds and large institutions have $22.1M invested in Fidelity High Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
44% more capital invested
Capital invested by funds: $15.4M → $22.1M (+$6.71M)
39% more funds holding
Funds holding: 18 → 25 (+7)
1.33% more ownership
Funds ownership: 13.46% → 14.79% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.3M |
| 2 |
FF
Fluent Financial
Dallas,
Texas
|
+$2.06M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$613K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$371K |
| 5 |
Jane Street
New York
|
+$301K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$444K |
| 2 |
1WA
180 Wealth Advisors
Federal Way,
Washington
|
-$91K |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$68.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$23K |
| 5 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$8.98K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$444K | -15,756 | Closed |
|
FDVV Hedge Fund Activity: Q2 2018 in Review
25 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2018, worth a combined $22.1M — up 44% from $15.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDVV positions and 1 closed out — a net gain of 7 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Bank of America, adding an estimated $2.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $444K sold.
- 25 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2018, up from 18 in Q1 2018.
- Funds reported $22.1M of Fidelity High Dividend ETF stock for Q2 2018, up 44% quarter-over-quarter.
- 8 funds opened new Fidelity High Dividend ETF positions in Q2 2018 and 1 closed out, a net change of +7 holders.
- The largest Fidelity High Dividend ETF buyer in Q2 2018 was Bank of America, an estimated $2.3M added.
- The largest Fidelity High Dividend ETF seller in Q2 2018 was Susquehanna International Group, an estimated $444K sold.
Based on aggregated 13F filings for Q2 2018.