We are live on ! Find out more
FDVV icon

Fidelity High Dividend ETF

117 hedge funds and large institutions have $223M invested in Fidelity High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 32

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $177M → $223M (+$45.7M)

4% more funds holding

Funds holding: 112117 (+5)

1.24% more ownership

Funds ownership: 16.98%18.22% (+1.2%)

Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
54
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
76
Brown, Lisle/Cummings
Rhode Island
$310K
JWCA
77
J.W. Cole Advisors
Florida
$306K
TP
78
Tranquility Partners
Tennessee
$297K
MCC
79
Money Concepts Capital
Florida
$292K +$268K +6,652 +1,808%
IAIM
80
International Assets Investment Management
Florida
$268K -$32.8K -814 -13%
EW
81
Element Wealth
Mississippi
$253K +$21.7K +539 +10%
AB
82
Atlas Brown
Kentucky
$251K +$2.9K +72 +1%
SFCL
83
Strengthening Families & Communities LLC
Massachusetts
$245K -$13.8K -343 -6%
AIP
84
Almanack Investment Partners
Pennsylvania
$243K
IAG
85
Investmark Advisory Group
Connecticut
$241K +$232K +5,743 +8,973%
WWM
86
Western Wealth Management
Colorado
$214K +$208K +5,150 New
Bank of New York Mellon
87
Bank of New York Mellon
New York
$208K +$202K +5,001 New
EFS
88
Essex Financial Services
Connecticut
$207K
TCM
89
Tandem Capital Management
New Jersey
$207K +$207K +5,120 New
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$203K +$197K +4,875 New
HA
91
Herold Advisors
New York
$152K +$147K +3,650 New
WT
92
Whittier Trust
California
$146K
EIP
93
Ellis Investment Partners
Pennsylvania
$144K +$37.4K +928 +36%
CA
94
Clearstead Advisors
Ohio
$132K +$52.4K +1,300 +69%
AAP
95
Arax Advisory Partners
Colorado
$126K
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$112K +$363 +9 +0.3%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$105K
APA
98
American Portfolios Advisors
New York
$74K +$11K +273 +18%
FWA
99
FSC Wealth Advisors
New York
$73K -$4.28K -106 -6%
FAG
100
Fortitude Advisory Group
Washington
$67K

FDVV Hedge Fund Activity: Q1 2022 in Review

117 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q1 2022, worth a combined $223M — up 26% from $177M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FDVV positions and 9 closed out — a net gain of 5 holders — while 54 added to existing stakes and 32 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $11.4M. The largest seller was Jane Street, cutting an estimated $6.9M.

  • 117 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q1 2022, up from 112 in Q4 2021.
  • Funds reported $223M of Fidelity High Dividend ETF stock for Q1 2022, up 26% quarter-over-quarter.
  • 14 funds opened new Fidelity High Dividend ETF positions in Q1 2022 and 9 closed out, a net change of +5 holders.
  • The largest Fidelity High Dividend ETF buyer in Q1 2022 was Commonwealth Equity Services, an estimated $11.4M added.
  • The largest Fidelity High Dividend ETF seller in Q1 2022 was Jane Street, an estimated $6.9M sold.

Based on aggregated 13F filings for Q1 2022.