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Fidelity High Dividend ETF

83 hedge funds and large institutions have $180M invested in Fidelity High Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

16% more capital invested

Capital invested by funds: $154M → $180M (+$25.3M)

5% more funds holding

Funds holding: 7983 (+4)

0.19% less ownership

Funds ownership: 23.56%23.37% (-0.19%)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
35
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
51
Integrated Advisors Network
Texas
$483K +$43.7K +1,287 +10%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$470K -$24.4K -719 -5%
AA
53
Advisory Alpha
Michigan
$425K +$143K +4,212 +54%
MML Investors Services
54
MML Investors Services
Massachusetts
$414K -$57.1K -1,680 -13%
HighTower Advisors
55
HighTower Advisors
Illinois
$397K -$4.42K -130 -1%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$358K -$216K -6,367 -39%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$338K -$258K -7,590 -44%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$279K -$82.6K -2,430 -24%
JWCA
59
J.W. Cole Advisors
Florida
$269K -$11.6K -342 -4%
AWM
60
AE Wealth Management
Kansas
$261K -$41.1K -1,209 -14%
SS
61
Sunbelt Securities
Texas
$255K -$1.9K -56 -0.8%
TP
62
Tranquility Partners
Tennessee
$254K
AIP
63
Almanack Investment Partners
Pennsylvania
$236K
AB
64
Atlas Brown
Kentucky
$203K +$194K +5,710 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$198K +$107K +3,144 +129%
EW
66
Element Wealth
Mississippi
$194K +$985 +29 +0.5%
AIC
67
Ameritas Investment Company
Nebraska
$135K -$121K -3,556 -48%
WT
68
Whittier Trust
California
$124K +$119K +3,500 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$89K
AF
70
Advisornet Financial
Minnesota
$87K +$646 +19 +0.8%
CWAF
71
Core Wealth Advisors (Florida)
Florida
$69K +$8.26K +243 +14%
NFSG
72
Newbridge Financial Services Group
Florida
$67K
HI
73
Harbour Investments
Wisconsin
$41K +$38.9K +1,144 New
VNA
74
Valley National Advisers
Pennsylvania
$34K
CFGS
75
Concourse Financial Group Securities
Alabama
$33K

FDVV Hedge Fund Activity: Q1 2021 in Review

83 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q1 2021, worth a combined $180M — up 16% from $154M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDVV positions and 5 closed out — a net gain of 6 holders — while 35 added to existing stakes and 27 trimmed.

The largest buyer was Citigroup, adding an estimated $2.91M. The largest seller was Lineweaver Wealth Advisors, cutting an estimated $597K.

  • 83 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q1 2021, up from 79 in Q4 2020.
  • Funds reported $180M of Fidelity High Dividend ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 11 funds opened new Fidelity High Dividend ETF positions in Q1 2021 and 5 closed out, a net change of +6 holders.
  • The largest Fidelity High Dividend ETF buyer in Q1 2021 was Citigroup, an estimated $2.91M added.
  • The largest Fidelity High Dividend ETF seller in Q1 2021 was Lineweaver Wealth Advisors, an estimated $597K sold.

Based on aggregated 13F filings for Q1 2021.