Fidelity High Dividend ETF
FDVV
29 hedge funds and large institutions have $27M invested in Fidelity High Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
22% more capital invested
Capital invested by funds: $22.1M → $27M (+$4.9M)
16% more funds holding
Funds holding: 25 → 29 (+4)
1.84% less ownership
Funds ownership: 14.79% → 12.95% (-1.8%)
Top Buyers
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$90.6K |
| 2 |
Jane Street
New York
|
-$75.9K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$26.7K |
| 4 |
1WA
180 Wealth Advisors
Federal Way,
Washington
|
-$14.9K |
| 5 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$10.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $2K | – | – | – |
|
|
JA
27
JOYN Advisors
Atlanta,
Georgia
| $2K | – | – | – |
|
28
BlackRock
New York
| $1K | +$608 | +20 | New |
|
|
GEA
29
Glen Eagle Advisors
Kingston,
New Jersey
| $919 | +$913 | +30 | New |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$10K | -350 | Closed |
|
31
UBS Group
Zurich,
Switzerland
| – | -$5K | -183 | Closed |
|
|
RWP
32
RWA Wealth Partners
Newton,
Massachusetts
| – | -$3K | -103 | Closed |
|
FDVV Hedge Fund Activity: Q3 2018 in Review
29 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q3 2018, worth a combined $27M — up 22% from $22.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FDVV positions and 3 closed out — a net gain of 4 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Advisory Services Network, adding an estimated $1.21M. The largest seller was Fidelity Investments, cutting an estimated $90.6K.
- 29 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q3 2018, up from 25 in Q2 2018.
- Funds reported $27M of Fidelity High Dividend ETF stock for Q3 2018, up 22% quarter-over-quarter.
- 7 funds opened new Fidelity High Dividend ETF positions in Q3 2018 and 3 closed out, a net change of +4 holders.
- The largest Fidelity High Dividend ETF buyer in Q3 2018 was Advisory Services Network, an estimated $1.21M added.
- The largest Fidelity High Dividend ETF seller in Q3 2018 was Fidelity Investments, an estimated $90.6K sold.
Based on aggregated 13F filings for Q3 2018.