Fidelity High Dividend ETF
FDVV
151 hedge funds and large institutions have $308M invested in Fidelity High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 7 closing their positions.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
84% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 37
11% more funds holding
Funds holding: 136 → 151 (+15)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.27% less ownership
Funds ownership: 25.6% → 25.33% (-0.27%)
10% less capital invested
Capital invested by funds: $341M → $308M (-$33.2M)
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.53M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$5.36M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.49M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.09M |
| 5 |
Morgan Stanley
New York
|
+$1.74M |
Top Sellers
| 1 |
Jane Street
New York
|
-$13.7M |
| 2 |
CCA
Childress Capital Advisors
Houston,
Texas
|
-$3.91M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.53M |
| 4 |
MFG
Marmo Financial Group
Johnson City,
Tennessee
|
-$2.39M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$2.08M |
FDVV Hedge Fund Activity: Q1 2023 in Review
151 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q1 2023, worth a combined $308M — down 9.7% from $341M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FDVV positions and 7 closed out — a net gain of 16 holders — while 68 added to existing stakes and 37 trimmed.
The largest buyer was Wells Fargo, adding an estimated $6.53M. The largest seller was Jane Street, cutting an estimated $13.7M.
- 151 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q1 2023, up from 136 in Q4 2022.
- Funds reported $308M of Fidelity High Dividend ETF stock for Q1 2023, down 9.7% quarter-over-quarter.
- 23 funds opened new Fidelity High Dividend ETF positions in Q1 2023 and 7 closed out, a net change of +16 holders.
- The largest Fidelity High Dividend ETF buyer in Q1 2023 was Wells Fargo, an estimated $6.53M added.
- The largest Fidelity High Dividend ETF seller in Q1 2023 was Jane Street, an estimated $13.7M sold.
Based on aggregated 13F filings for Q1 2023.