Fidelity High Dividend ETF
FDVV
11 hedge funds and large institutions have $9.48M invested in Fidelity High Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 2 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
56% more capital invested
Capital invested by funds: $6.09M → $9.48M (+$3.39M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
10% more funds holding
Funds holding: 10 → 11 (+1)
3.47% more ownership
Funds ownership: 13.79% → 17.26% (+3.5%)
Top Buyers
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.13M |
| 2 |
Jane Street
New York
|
-$879K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$462K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
1
Ahrens Investment Partners
Lafayette,
Louisiana
| $3.7M | +$1.74M | +65,130 | +89% |
|
|
BG
2
Bollard Group
Boston,
Massachusetts
| $2.97M | +$2.97M | +110,984 | New |
|
|
VKH
3
Virtu KCG Holdings
New York
| $916K | +$316K | +11,822 | +53% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $790K | +$467K | +17,464 | +145% |
|
|
AIM
5
Advantage Investment Management
Cedar Rapids,
Iowa
| $338K | +$22.7K | +849 | +7% |
|
|
6
Jane Street
New York
| $281K | -$879K | -32,850 | -76% |
|
7
MML Investors Services
Springfield,
Massachusetts
| $253K | +$253K | +9,442 | New |
|
8
Bank of America
Charlotte,
North Carolina
| $123K | +$66.9K | +2,498 | +119% |
|
|
WA
9
WFG Advisors
Dallas,
Texas
| $100K | +$10.5K | +391 | +12% |
|
10
BlackRock
New York
| $1K | +$27 | +1 | +4% |
|
11
UBS Group
Zurich,
Switzerland
| $1K | +$642 | +24 | New |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$1.13M | -42,276 | Closed |
|
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$462K | -17,277 | Closed |
|
FDVV Hedge Fund Activity: Q2 2017 in Review
11 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2017, worth a combined $9.48M — up 56% from $6.09M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FDVV positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Bollard Group, opening a new position worth an estimated $2.97M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.13M sold.
- 11 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2017, up from 10 in Q1 2017.
- Funds reported $9.48M of Fidelity High Dividend ETF stock for Q2 2017, up 56% quarter-over-quarter.
- 3 funds opened new Fidelity High Dividend ETF positions in Q2 2017 and 2 closed out, a net change of +1 holder.
- The largest Fidelity High Dividend ETF buyer in Q2 2017 was Bollard Group, an estimated $2.97M added.
- The largest Fidelity High Dividend ETF seller in Q2 2017 was Citadel Advisors, an estimated $1.13M sold.
Based on aggregated 13F filings for Q2 2017.