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Fidelity High Dividend ETF

95 hedge funds and large institutions have $266M invested in Fidelity High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

75% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 24

48% more capital invested

Capital invested by funds: $180M → $266M (+$86M)

14% more funds holding

Funds holding: 8395 (+12)

4.47% more ownership

Funds ownership: 23.37%27.84% (+4.5%)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
42
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
51
Soltis Investment Advisors
Utah
$567K +$1.27K +34 +0.2%
IAN
52
Integrated Advisors Network
Texas
$514K +$2.39K +64 +0.5%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$514K +$15.5K +415 +3%
1WA
54
180 Wealth Advisors
Washington
$511K -$35.3K -945 -7%
HighTower Advisors
55
HighTower Advisors
Illinois
$468K +$47.5K +1,271 +11%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$409K +$29.2K +781 +8%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$401K +$189K +5,055 +90%
AA
58
Advisory Alpha
Michigan
$388K -$62.1K -1,662 -14%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$369K +$10.8K +289 +3%
AWM
60
AE Wealth Management
Kansas
$363K +$86.1K +2,303 +31%
AIC
61
Ameritas Investment Company
Nebraska
$337K +$156K +4,168 +110%
JWCA
62
J.W. Cole Advisors
Florida
$296K +$9.83K +263 +3%
HH
63
Hilltop Holdings
Texas
$295K +$293K +7,832 New
SS
64
Sunbelt Securities
Texas
$271K +$411 +11 +0.2%
TP
65
Tranquility Partners
Tennessee
$269K
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$251K -$44.7K -1,195 -15%
AB
67
Atlas Brown
Kentucky
$224K +$8.97K +240 +4%
AIP
68
Almanack Investment Partners
Pennsylvania
$220K -$29.9K -800 -12%
EW
69
Element Wealth
Mississippi
$207K +$972 +26 +0.5%
WT
70
Whittier Trust
California
$132K
ASN
71
Advisory Services Network
Georgia
$130K +$129K +3,445 New
AAP
72
Arax Advisory Partners
Colorado
$114K +$113K +3,029 New
EIP
73
Ellis Investment Partners
Pennsylvania
$98K +$97.8K +2,618 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$95K
AF
75
Advisornet Financial
Minnesota
$93K +$673 +18 +0.7%

FDVV Hedge Fund Activity: Q2 2021 in Review

95 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2021, worth a combined $266M — up 48% from $180M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FDVV positions and 4 closed out — a net gain of 13 holders — while 42 added to existing stakes and 24 trimmed.

The largest buyer was Citigroup, adding an estimated $56.1M. The largest seller was Rockefeller Capital Management, exiting entirely with an estimated $2.86M sold.

  • 95 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2021, up from 83 in Q1 2021.
  • Funds reported $266M of Fidelity High Dividend ETF stock for Q2 2021, up 48% quarter-over-quarter.
  • 17 funds opened new Fidelity High Dividend ETF positions in Q2 2021 and 4 closed out, a net change of +13 holders.
  • The largest Fidelity High Dividend ETF buyer in Q2 2021 was Citigroup, an estimated $56.1M added.
  • The largest Fidelity High Dividend ETF seller in Q2 2021 was Rockefeller Capital Management, an estimated $2.86M sold.

Based on aggregated 13F filings for Q2 2021.