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Fidelity High Dividend ETF

63 hedge funds and large institutions have $85.8M invested in Fidelity High Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

12% more capital invested

Capital invested by funds: $76.6M → $85.8M (+$9.13M)

0% more funds holding

Funds holding: 6363 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.87% less ownership

Funds ownership: 17.47%16.59% (-0.87%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
31
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
26
LVZ Inc
Michigan
$1.11M -$18.7K -723 -2%
NA
27
NewEdge Advisors
Louisiana
$1.04M -$277K -10,694 -22%
LNC
28
Lincoln National Corp
Pennsylvania
$858K +$820K +31,661 New
Lido Advisors
29
Lido Advisors
California
$837K -$34.3K -1,325 -4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$708K +$11.6K +447 +2%
SPC
31
Sigma Planning Corp
Michigan
$619K +$117K +4,531 +25%
BIA
32
Biondo Investment Advisors
Pennsylvania
$610K +$34.7K +1,340 +6%
FAAS
33
First Allied Advisory Services
California
$593K +$199K +7,703 +54%
Truist Financial
34
Truist Financial
North Carolina
$555K +$297K +11,473 +127%
GP
35
Geneva Partners
Wisconsin
$551K +$527K +20,364 New
JP Morgan Chase
36
JP Morgan Chase
New York
$492K +$97.8K +3,775 +26%
1WA
37
180 Wealth Advisors
Washington
$418K +$36.8K +1,420 +10%
AAS
38
Avantax Advisory Services
Texas
$404K -$397K -15,322 -51%
SIA
39
Soltis Investment Advisors
Utah
$404K +$42.1K +1,625 +12%
MML Investors Services
40
MML Investors Services
Massachusetts
$404K +$125K +4,840 +48%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$368K -$10.9K -422 -3%
TP
42
Tranquility Partners
Tennessee
$365K
HighTower Advisors
43
HighTower Advisors
Illinois
$338K -$46.8K -1,807 -13%
IAN
44
Integrated Advisors Network
Texas
$314K -$27.2K -1,050 -8%
SS
45
Sunbelt Securities
Texas
$205K +$196K +7,558 New
CWAF
46
Core Wealth Advisors (Florida)
Florida
$128K -$1.55M -59,860 -93%
EW
47
Element Wealth
Mississippi
$98K +$59.1K +2,283 +173%
AF
48
Advisornet Financial
Minnesota
$65K +$544 +21 +0.9%
UBS Group
49
UBS Group
Switzerland
$59K +$35.8K +1,384 +174%
AAP
50
Arax Advisory Partners
Colorado
$55K

FDVV Hedge Fund Activity: Q2 2020 in Review

63 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2020, worth a combined $85.8M — up 12% from $76.6M a quarter earlier.

Fund positioning in FDVV was balanced in Q2 2020: 7 funds opened new positions, 7 closed out, 31 added to existing stakes and 18 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.28M. The largest seller was Jane Street, cutting an estimated $5.98M.

  • 63 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $85.8M of Fidelity High Dividend ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 7 funds opened new Fidelity High Dividend ETF positions in Q2 2020 and 7 closed out, a net change of 0 holders.
  • The largest Fidelity High Dividend ETF buyer in Q2 2020 was Susquehanna International Group, an estimated $2.28M added.
  • The largest Fidelity High Dividend ETF seller in Q2 2020 was Jane Street, an estimated $5.98M sold.

Based on aggregated 13F filings for Q2 2020.