Fidelity High Dividend ETF
FDVV
50 hedge funds and large institutions have $64.4M invested in Fidelity High Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 7 closing their positions.
138% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 8
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
22% more funds holding
Funds holding: 41 → 50 (+9)
2% more capital invested
Capital invested by funds: $63.4M → $64.4M (+$1.01M)
1.86% less ownership
Funds ownership: 18.42% → 16.56% (-1.9%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.49M |
| 2 |
Jane Street
New York
|
+$2.46M |
| 3 |
Rockefeller Capital Management
New York
|
+$2.41M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.38M |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.99M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.41M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$2.67M |
| 4 |
AIM
Axiom Investment Management
New York
|
-$2.39M |
| 5 |
EWA
ERTS Wealth Advisors
Marquette,
Michigan
|
-$1.25M |
FDVV Hedge Fund Activity: Q3 2019 in Review
50 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q3 2019, worth a combined $64.4M — up 1.6% from $63.4M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FDVV positions and 7 closed out — a net gain of 9 holders — while 19 added to existing stakes and 8 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $2.49M. The largest seller was AE Wealth Management, exiting entirely with an estimated $5.99M sold.
- 50 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q3 2019, up from 41 in Q2 2019.
- Funds reported $64.4M of Fidelity High Dividend ETF stock for Q3 2019, up 1.6% quarter-over-quarter.
- 16 funds opened new Fidelity High Dividend ETF positions in Q3 2019 and 7 closed out, a net change of +9 holders.
- The largest Fidelity High Dividend ETF buyer in Q3 2019 was Commonwealth Equity Services, an estimated $2.49M added.
- The largest Fidelity High Dividend ETF seller in Q3 2019 was AE Wealth Management, an estimated $5.99M sold.
Based on aggregated 13F filings for Q3 2019.