We are live on ! Find out more
FDVV icon

Fidelity High Dividend ETF
FDVV

135 hedge funds and large institutions have $251M invested in Fidelity High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

82% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 33

13% more funds holding

Funds holding: 120 → 135 (+15)

10% more capital invested

Capital invested by funds: $228M → $251M (+$23M)

3.18% more ownership

Funds ownership: 19.86% → 23.03% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
135
Holders Change
+15
Holders Change %
+12.5%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
60
Reduced
33
Closed
6
Calls
$271K
Puts
–
Net Calls
+$271K
Net Calls Change
+$271K

Top Buyers

1
CCA
Childress Capital Advisors
Texas
+$8.27M
2
Jane Street
Jane Street
New York
+$5.95M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.83M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.38M
5
Morgan Stanley
Morgan Stanley
New York
+$2.91M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$692K
2
CAN
Cetera Advisor Networks
California
-$670K
3
HW
Hedeker Wealth
Illinois
-$661K
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$448K
5
PCS
Personal CFO Solutions
New Jersey
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
101
Ellis Investment Partners
Pennsylvania
$143K +$72.3K +1,945 +82%
CWAF
102
Core Wealth Advisors (Florida)
Florida
$112K +$77.5K +2,085 +158%
AAP
103
Arax Advisory Partners
Colorado
$100K – – –
WT
104
Whittier Trust
California
$92K – – –
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$87K +$4.13K +111 +4%
CFGS
106
Concourse Financial Group Securities
Alabama
$82K – – –
ACM
107
Absolute Capital Management
Pennsylvania
$66.4K +$74.8K +2,012 New
PB
108
Pinnacle Bancorp
Nebraska
$61K +$68.8K +1,850 New
APA
109
American Portfolios Advisors
New York
$59.2K +$335 +9 +0.5%
FWA
110
FSC Wealth Advisors
New York
$55K -$13K -350 -17%
AF
111
Allworth Financial
California
$54K +$11.6K +312 +23%
RG
112
Retirement Group
California
$50K +$55.8K +1,500 New
VNA
113
Valley National Advisers
Pennsylvania
$33K – – –
CA
114
Clearstead Advisors
Ohio
$27K – – –
RIA
115
Realta Investment Advisors
Delaware
$27K +$30.7K +826 New
Citigroup
116
Citigroup
New York
$26K – – –
GRP
117
Global Retirement Partners
California
$25K – – –
LWP
118
Laurel Wealth Planning
Minnesota
$24K – – –
HR
119
Howe & Rusling
New York
$23K – – –
GWM
120
Geneos Wealth Management
Colorado
$22K -$3.16K -85 -11%
ACK
121
Andrew C. Karlinski
$16K – – –
S
122
SignatureFD
Georgia
$16K – – –
MCC
123
Money Concepts Capital
Florida
$14K – – –
NFSG
124
Newbridge Financial Services Group
Florida
$11K – – –
BHWM
125
Beaird Harris Wealth Management
Texas
$10K +$11.8K +318 New
2 3 4
5
6

FDVV Hedge Fund Activity: Q3 2022 in Review

135 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q3 2022, worth a combined $251M — up 10% from $228M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FDVV positions and 6 closed out — a net gain of 16 holders — while 60 added to existing stakes and 33 trimmed.

The largest buyer was Childress Capital Advisors, adding an estimated $8.27M. The largest seller was Private Advisor Group, cutting an estimated $692K.

  • 135 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q3 2022, up from 120 in Q2 2022.
  • Funds reported $251M of Fidelity High Dividend ETF stock for Q3 2022, up 10% quarter-over-quarter.
  • 22 funds opened new Fidelity High Dividend ETF positions in Q3 2022 and 6 closed out, a net change of +16 holders.
  • The largest Fidelity High Dividend ETF buyer in Q3 2022 was Childress Capital Advisors, an estimated $8.27M added.
  • The largest Fidelity High Dividend ETF seller in Q3 2022 was Private Advisor Group, an estimated $692K sold.

Based on aggregated 13F filings for Q3 2022.