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Fidelity High Dividend ETF

117 hedge funds and large institutions have $223M invested in Fidelity High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 32

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $177M → $223M (+$45.7M)

4% more funds holding

Funds holding: 112117 (+5)

1.24% more ownership

Funds ownership: 16.98%18.22% (+1.2%)

Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
54
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
EP Wealth Advisors
California
$2.36M -$99.5K -2,467 -4%
FCMA
27
Foresight Capital Management Advisors
Michigan
$2.33M +$74.1K +1,836 +3%
PWP
28
Principle Wealth Partners
Connecticut
$2.16M +$32.3K +801 +2%
LI
29
LVZ Inc
Michigan
$2.08M -$60.9K -1,510 -3%
SFS
30
Sowell Financial Services
Arkansas
$2.07M +$1.09M +26,951 +118%
AF
31
Advisornet Financial
Minnesota
$2.01M +$428K +10,614 +28%
LNC
32
Lincoln National Corp
Pennsylvania
$1.94M +$855K +21,209 +84%
PWA
33
Primoris Wealth Advisors
Florida
$1.84M +$1.41K +35 +0.1%
Lido Advisors
34
Lido Advisors
California
$1.69M -$24K -594 -1%
NA
35
NewEdge Advisors
Louisiana
$1.63M -$17.8K -441 -1%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$1.49M +$16.2K +401 +1%
VC
37
Vicus Capital
Pennsylvania
$1.49M -$1.34M -33,272 -48%
MML Investors Services
38
MML Investors Services
Massachusetts
$1.33M +$194K +4,811 +18%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1.32M +$276K +6,853 +27%
Truist Financial
40
Truist Financial
North Carolina
$1.3M -$31.3K -775 -2%
BIA
41
Biondo Investment Advisors
Pennsylvania
$1.29M +$131K +3,242 +12%
GIA
42
Gladstone Institutional Advisory
Florida
$1.25M +$5.16K +128 +0.4%
JP Morgan Chase
43
JP Morgan Chase
New York
$1.21M +$64.5K +1,599 +6%
AAS
44
Avantax Advisory Services
Texas
$1.18M +$42.8K +1,060 +4%
BG
45
Benedetti & Gucer
Georgia
$1.15M +$367K +9,089 +49%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$1.11M -$1.57M -39,036 -59%
AIP
47
Ahrens Investment Partners
Louisiana
$1.09M -$5.89K -146 -0.6%
SXL
48
Summit X LLC
Missouri
$1.07M -$418K -10,359 -29%
KPWS
49
Kestra Private Wealth Services
Texas
$1.01M -$4.36K -108 -0.4%
RJA
50
Raymond James & Associates
Florida
$983K +$125K +3,090 +15%

FDVV Hedge Fund Activity: Q1 2022 in Review

117 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q1 2022, worth a combined $223M — up 26% from $177M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FDVV positions and 9 closed out — a net gain of 5 holders — while 54 added to existing stakes and 32 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $11.4M. The largest seller was Jane Street, cutting an estimated $6.9M.

  • 117 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q1 2022, up from 112 in Q4 2021.
  • Funds reported $223M of Fidelity High Dividend ETF stock for Q1 2022, up 26% quarter-over-quarter.
  • 14 funds opened new Fidelity High Dividend ETF positions in Q1 2022 and 9 closed out, a net change of +5 holders.
  • The largest Fidelity High Dividend ETF buyer in Q1 2022 was Commonwealth Equity Services, an estimated $11.4M added.
  • The largest Fidelity High Dividend ETF seller in Q1 2022 was Jane Street, an estimated $6.9M sold.

Based on aggregated 13F filings for Q1 2022.