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Fidelity High Dividend ETF

10 hedge funds and large institutions have $6.09M invested in Fidelity High Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding

Funds holding: 6 → 10 (+4)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

7.3% less ownership

Funds ownership: 21.09% → 13.79% (-7.3%)

36% less capital inflows, than outflows

Capital inflows: $5.3M | Capital outflows: $8.26M

Holders
10
Holders Change
+4
Holders Change %
+66.67%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

FDVV Hedge Fund Activity: Q1 2017 in Review

10 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q1 2017, worth a combined $6.09M — down 43% from $10.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FDVV positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Ahrens Investment Partners, adding an estimated $1.77M. The largest seller was Bank of America, cutting an estimated $8.26M.

  • 10 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q1 2017, up from 6 in Q4 2016.
  • Funds reported $6.09M of Fidelity High Dividend ETF stock for Q1 2017, down 43% quarter-over-quarter.
  • 5 funds opened new Fidelity High Dividend ETF positions in Q1 2017 and 0 closed out, a net change of +5 holders.
  • The largest Fidelity High Dividend ETF buyer in Q1 2017 was Ahrens Investment Partners, an estimated $1.77M added.
  • The largest Fidelity High Dividend ETF seller in Q1 2017 was Bank of America, an estimated $8.26M sold.

Based on aggregated 13F filings for Q1 2017.