Fidelity High Dividend ETF
FDVV
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.
67% more funds holding
Funds holding: 6 → 10 (+4)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
17.85% less ownership
Funds ownership: 31.64% → 13.79% (-18%)
43% less capital invested
Capital invested by funds: $10.7M → $6.09M (-$4.57M)
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.26M |
| 2 |
BlackRock
New York
|
-$27 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
1
Ahrens Investment Partners
Lafayette,
Louisiana
| $1.95M | +$1.77M | +66,440 | +1,005% |
|
2
Jane Street
New York
| $1.16M | +$1.16M | +43,345 | New |
|
3
Citadel Advisors
Miami,
Florida
| $1.13M | +$1.13M | +42,276 | New |
|
|
VKH
4
Virtu KCG Holdings
New York
| $598K | +$83.3K | +3,124 | +16% |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $462K | +$461K | +17,277 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $322K | +$294K | +11,027 | +1,104% |
|
|
AIM
7
Advantage Investment Management
Cedar Rapids,
Iowa
| $315K | +$314K | +11,768 | New |
|
|
WA
8
WFG Advisors
Dallas,
Texas
| $89K | +$89.1K | +3,342 | New |
|
|
9
Bank of America
Charlotte,
North Carolina
| $56K | -$8.26M | -309,664 | -99% |
|
|
10
BlackRock
New York
| $1K | -$27 | -1 | -4% |
|
FDVV Hedge Fund Activity: Q1 2017 in Review
10 of the 4,017 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.