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Fidelity High Dividend ETF

FDVV

Market cap $10B

112 hedge funds and large institutions have $177M invested in Fidelity High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New

Increased

Maintained

Reduced

Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

18% more funds holding

Funds holding: 95 → 112 (+17)

17.24% less ownership

Funds ownership: 34.21% → 16.98% (-17%)

53% less capital invested

Capital invested by funds: $376M → $177M (-$199M)

Holders

112

Holders Change

+17

Holders Change %

+17.89%

% of All Funds

1.72%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

$290K

Puts

–

Net Calls

+$290K

Net Calls Change

+$42K

Top Buyers

1	Stifel Financial St. Louis, Missouri	+$927K
2	Qube Research & Technologies (QRT) London, United Kingdom	+$886K
3	ASN Advisory Services Network Atlanta, Georgia	+$876K
4	OMC Old Mission Capital Chicago, Illinois	+$806K
5	Commonwealth Equity Services Waltham, Massachusetts	+$798K

Top Sellers

1	Citigroup New York	-$205M
2	Bank of Montreal Toronto, Ontario, Canada	-$10.2M
3	Jane Street New York	-$7.83M
4	PAG Private Advisor Group Morristown, New Jersey	-$6.11M
5	Susquehanna International Group Bala Cynwyd, Pennsylvania	-$5.7M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	LI 26 LVZ Inc Holland, Michigan	$2.08M	-$170K	-4,355	-8%
27	PWP 27 Principle Wealth Partners Madison, Connecticut	$2.06M	-$48.1K	-1,229	-2%
28	PWA 28 Primoris Wealth Advisors North Palm Beach, Florida	$1.77M	+$1.73M	+44,195	New
29	29 Lido Advisors Los Angeles, California	$1.66M	+$101K	+2,575	+7%
30	NA 30 NewEdge Advisors New Orleans, Louisiana	$1.6M	-$546K	-13,959	-26%
31	AF 31 Advisornet Financial Minnetonka, Minnesota	$1.52M	+$243K	+6,209	+20%
32	SXL 32 Summit X LLC Chesterfield, Missouri	$1.46M	-$110K	-2,815	-7%
33	33 Mercer Global Advisors Denver, Colorado	$1.43M	-$32.8K	-838	-2%
34	34 Royal Bank of Canada Toronto, Ontario, Canada	$1.3M	-$1.3M	-33,327	-51%
35	35 Truist Financial Charlotte, North Carolina	$1.29M	+$11K	+282	+0.9%
36	GIA 36 Gladstone Institutional Advisory Palm Beach Gardens, Florida	$1.2M	-$39.7K	-1,015	-3%
37	37 Renaissance Technologies New York	$1.13M	+$693K	+17,700	+170%
38	BIA 38 Biondo Investment Advisors Milford, Pennsylvania	$1.12M	+$80.9K	+2,068	+8%
39	AAS 39 Avantax Advisory Services Dallas, Texas	$1.11M	-$128K	-3,270	-11%
40	40 JP Morgan Chase New York	$1.1M	–	–	–
41	41 MML Investors Services Springfield, Massachusetts	$1.09M	+$127K	+3,237	+14%
42	AIP 42 Ahrens Investment Partners Lafayette, Louisiana	$1.06M	-$83.5K	-2,135	-8%
43	LNC 43 Lincoln National Corp Radnor, Pennsylvania	$1.02M	+$162K	+4,145	+20%
44	44 Fidelity Investments Boston, Massachusetts	$1M	+$181K	+4,627	+23%
45	KPWS 45 Kestra Private Wealth Services Austin, Texas	$980K	+$78K	+1,994	+9%
46	SFS 46 Sowell Financial Services North Little Rock, Arkansas	$920K	-$95K	-2,429	-10%
47	ASN 47 Advisory Services Network Atlanta, Georgia	$902K	+$876K	+22,393	New
48	48 Citigroup New York	$878K	-$205M	-5,241,210	-100%
49	49 Bank of Montreal Toronto, Ontario, Canada	$850K	-$10.2M	-260,877	-93%
50	HAS 50 HBW Advisory Services Simi Valley, California	$835K	+$38.4K	+982	+5%

FDVV Hedge Fund Activity: Q4 2021 in Review

112 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q4 2021, worth a combined $177M — down 53% from $376M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FDVV positions and 10 closed out — a net gain of 18 holders — while 43 added to existing stakes and 28 trimmed.

The largest buyer was Stifel Financial, adding an estimated $927K. The largest seller was Citigroup, cutting an estimated $205M.

112 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q4 2021, up from 95 in Q3 2021.
Funds reported $177M of Fidelity High Dividend ETF stock for Q4 2021, down 53% quarter-over-quarter.
28 funds opened new Fidelity High Dividend ETF positions in Q4 2021 and 10 closed out, a net change of +18 holders.
The largest Fidelity High Dividend ETF buyer in Q4 2021 was Stifel Financial, an estimated $927K added.
The largest Fidelity High Dividend ETF seller in Q4 2021 was Citigroup, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2021.

Fidelity High Dividend ETF FDVV Market cap $10B