Fidelity High Dividend ETF
FDVV
62 hedge funds and large institutions have $94.5M invested in Fidelity High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 1 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
210% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 10
47% more capital invested
Capital invested by funds: $64.4M → $94.5M (+$30M)
24% more funds holding
Funds holding: 50 → 62 (+12)
1.93% more ownership
Funds ownership: 16.56% → 18.49% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.03M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.99M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$2.98M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.91M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.17M |
| 2 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$1.05M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$655K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$614K |
| 5 |
EWF
Epstein & White Financial
San Diego,
California
|
-$291K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
51
Sowell Financial Services
North Little Rock,
Arkansas
| $52K | -$9.89K | -318 | -17% |
|
|
TI
52
tru Independence
Portland,
Oregon
| $44K | +$79K | +2,540 | New |
|
|
EW
53
Element Wealth
Ridgeland,
Mississippi
| $42K | +$40.4K | +1,299 | New |
|
|
EIP
54
Ellis Investment Partners
Berwyn,
Pennsylvania
| $40K | +$280 | +9 | +0.7% |
|
55
Citigroup
New York
| $26K | – | – | – |
|
|
CFGS
56
Concourse Financial Group Securities
Birmingham,
Alabama
| $26K | – | – | – |
|
|
CAC
57
Certified Advisory Corp
Altamonte Springs,
Florida
| $26K | +$155 | +5 | +0.6% |
|
|
IA
58
IFP Advisors
Tampa,
Florida
| $23K | – | – | – |
|
|
AA
59
Advisory Alpha
Holland,
Michigan
| $18.4K | – | – | – |
|
|
S
60
SignatureFD
Atlanta,
Georgia
| $16K | +$15.1K | +487 | New |
|
|
FANJ
61
Financial Architects (New Jersey)
Marlton,
New Jersey
| $16K | +$15.5K | +500 | New |
|
|
GEA
62
Glen Eagle Advisors
Kingston,
New Jersey
| $1.04K | – | – | – |
|
|
KA
63
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$1.05M | -34,624 | Closed |
|
FDVV Hedge Fund Activity: Q4 2019 in Review
62 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q4 2019, worth a combined $94.5M — up 47% from $64.4M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FDVV positions and 1 closed out — a net gain of 13 holders — while 31 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.03M. The largest seller was Jane Street, cutting an estimated $1.17M.
- 62 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q4 2019, up from 50 in Q3 2019.
- Funds reported $94.5M of Fidelity High Dividend ETF stock for Q4 2019, up 47% quarter-over-quarter.
- 14 funds opened new Fidelity High Dividend ETF positions in Q4 2019 and 1 closed out, a net change of +13 holders.
- The largest Fidelity High Dividend ETF buyer in Q4 2019 was LPL Financial, an estimated $4.03M added.
- The largest Fidelity High Dividend ETF seller in Q4 2019 was Jane Street, an estimated $1.17M sold.
Based on aggregated 13F filings for Q4 2019.