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Fidelity High Dividend ETF
FDVV

12 hedge funds and large institutions have $12.3M invested in Fidelity High Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

50% more funds holding

Funds holding: 8 → 12 (+4)

37% more capital invested

Capital invested by funds: $8.98M → $12.3M (+$3.31M)

1.47% less ownership

Funds ownership: 15.06% → 13.59% (-1.5%)

Holders
12
Holders Change
+4
Holders Change %
+50%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.77M
2
BIA
Biondo Investment Advisors
Pennsylvania
+$320K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$238K
4
AIP
Ahrens Investment Partners
Louisiana
+$110K
5
BG
Bollard Group
Massachusetts
+$32.6K

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$251K
2
Bank of America
Bank of America
North Carolina
-$90.5K
3
UBS Group
UBS Group
Switzerland
-$28K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1
Ahrens Investment Partners
Louisiana
$4.11M +$110K +3,940 +3%
BG
2
Bollard Group
Massachusetts
$3.25M +$32.6K +1,168 +1%
Citadel Advisors
3
Citadel Advisors
Florida
$1.82M +$1.77M +63,431 New
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$676K -$251K -8,990 -28%
1WA
5
180 Wealth Advisors
Washington
$585K +$570K +20,406 New
MML Investors Services
6
MML Investors Services
Massachusetts
$399K +$5.2K +186 +1%
AIM
7
Advantage Investment Management
Iowa
$365K +$3.91K +140 +1%
BIA
8
Biondo Investment Advisors
Pennsylvania
$328K +$320K +11,440 New
Bank of America
9
Bank of America
North Carolina
$276K -$90.5K -3,238 -25%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$245K +$238K +8,531 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$236K +$22.5K +807 +11%
CFD
12
Creative Financial Designs
Indiana
$2K +$2.1K +75 New
UBS Group
13
UBS Group
Switzerland
– -$28K -1,038 Closed

FDVV Hedge Fund Activity: Q4 2017 in Review

12 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q4 2017, worth a combined $12.3M — up 37% from $8.98M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FDVV positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.77M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $251K.

  • 12 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q4 2017, up from 8 in Q3 2017.
  • Funds reported $12.3M of Fidelity High Dividend ETF stock for Q4 2017, up 37% quarter-over-quarter.
  • 5 funds opened new Fidelity High Dividend ETF positions in Q4 2017 and 1 closed out, a net change of +4 holders.
  • The largest Fidelity High Dividend ETF buyer in Q4 2017 was Citadel Advisors, an estimated $1.77M added.
  • The largest Fidelity High Dividend ETF seller in Q4 2017 was Ladenburg Thalmann Financial Services, an estimated $251K sold.

Based on aggregated 13F filings for Q4 2017.