Fidelity High Dividend ETF
FDVV
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.
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: 79 → 83 (+4)
0.19% less ownership
Funds ownership: 23.56% → 23.37% (-0.19%)
Top Buyers
| 1 |
Citigroup
New York
|
+$2.91M |
| 2 |
Jane Street
New York
|
+$1.74M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.16M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$991K |
| 5 |
GAM
Geier Asset Management
Marriottsville,
Maryland
|
+$898K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAC
76
Certified Advisory Corp
Altamonte Springs,
Florida
| $29K | +$27.8K | +818 | New |
|
|
S
77
SignatureFD
Atlanta,
Georgia
| $17K | – | – | – |
|
78
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $16K | +$15K | +442 | New |
|
|
FHA
79
First Horizon Advisors
Memphis,
Tennessee
| $16K | +$15.7K | +463 | New |
|
|
MCC
80
Money Concepts Capital
Palm Beach Gardens,
Florida
| $10K | – | – | – |
|
81
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $7K | +$6.8K | +200 | New |
|
|
GRP
82
Global Retirement Partners
San Rafael,
California
| $6K | -$31.8K | -937 | -85% |
|
|
LC
83
Lindbrook Capital
Calabasas,
California
| $2K | +$1.7K | +50 | New |
|
|
SS
84
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$233K | -7,245 | Closed |
|
|
ASN
85
Advisory Services Network
Atlanta,
Georgia
| – | -$155K | -4,825 | Closed |
|
|
TI
86
tru Independence
Portland,
Oregon
| – | -$58 | -2,592 | Closed |
|
|
IA
87
Inspire Advisors
Meridian,
Idaho
| – | -$64K | -2,001 | Closed |
|
88
UBS Group
Zurich,
Switzerland
| – | -$59K | -1,840 | Closed |
|
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.