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Fidelity High Dividend ETF

63 hedge funds and large institutions have $85.8M invested in Fidelity High Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

12% more capital invested

Capital invested by funds: $76.6M → $85.8M (+$9.13M)

0% more funds holding

Funds holding: 6363 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.87% less ownership

Funds ownership: 17.47%16.59% (-0.87%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
31
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
$44K +$52 +2 +0.1%
VNA
52
Valley National Advisers
Pennsylvania
$30K
GRP
53
Global Retirement Partners
California
$30K +$28.6K +1,105 New
Citigroup
54
Citigroup
New York
$22K
CAC
55
Certified Advisory Corp
Florida
$22K +$104 +4 +0.5%
CFGS
56
Concourse Financial Group Securities
Alabama
$18K -$3.55K -137 -17%
CAN
57
Cetera Advisor Networks
California
$16K +$15.3K +589 New
S
58
SignatureFD
Georgia
$13K
EIP
59
Ellis Investment Partners
Pennsylvania
$5K +$52 +2 +1%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$3K -$35.6K -1,376 -93%
APWM
61
Atlas Private Wealth Management
New York
$3K +$2.62K +101 New
GEA
62
Glen Eagle Advisors
New Jersey
$54 -$777 -30 -94%
TI
63
tru Independence
Oregon
$50 +$181 +7 +0.3%
ASN
64
Advisory Services Network
Georgia
-$2.72M -118,677 Closed
JIP
65
Jaffetilchin Investment Partners
Florida
-$294K -12,843 Closed
EFS
66
Essex Financial Services
Connecticut
-$237K -10,350 Closed
AIC
67
Ameritas Investment Company
Nebraska
-$177K -7,740 Closed
DWM
68
Darwin Wealth Management
Florida
-$28K -1,233 Closed
AA
69
Advisory Alpha
Michigan
-$13.7K -561 Closed
TRCT
70
Tower Research Capital (TRC)
New York
-$2K -100 Closed

FDVV Hedge Fund Activity: Q2 2020 in Review

63 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2020, worth a combined $85.8M — up 12% from $76.6M a quarter earlier.

Fund positioning in FDVV was balanced in Q2 2020: 7 funds opened new positions, 7 closed out, 31 added to existing stakes and 18 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.28M. The largest seller was Jane Street, cutting an estimated $5.98M.

  • 63 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $85.8M of Fidelity High Dividend ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 7 funds opened new Fidelity High Dividend ETF positions in Q2 2020 and 7 closed out, a net change of 0 holders.
  • The largest Fidelity High Dividend ETF buyer in Q2 2020 was Susquehanna International Group, an estimated $2.28M added.
  • The largest Fidelity High Dividend ETF seller in Q2 2020 was Jane Street, an estimated $5.98M sold.

Based on aggregated 13F filings for Q2 2020.