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Fidelity High Dividend ETF
FDVV

37 hedge funds and large institutions have $34.7M invested in Fidelity High Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

29% more capital invested

Capital invested by funds: $27M → $34.7M (+$7.73M)

28% more funds holding

Funds holding: 29 → 37 (+8)

2.18% more ownership

Funds ownership: 12.95% → 15.14% (+2.2%)

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
15
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Mascoma Wealth Management
New Hampshire
+$5.28M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.4M
3
IA
IFP Advisors
Florida
+$1.12M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.06M
5
LNC
Lincoln National Corp
Pennsylvania
+$795K

Top Sellers

1
FF
Fluent Financial
Texas
-$2.2M
2
Bank of America
Bank of America
North Carolina
-$1.28M
3
ASN
Advisory Services Network
Georgia
-$1.21M
4
Citadel Advisors
Citadel Advisors
Florida
-$915K
5
AIP
Ahrens Investment Partners
Louisiana
-$280K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1
Ahrens Investment Partners
Louisiana
$5.26M -$280K -9,565 -5%
MWM
2
Mascoma Wealth Management
New Hampshire
$4.92M +$5.28M +180,180 New
BG
3
Bollard Group
Massachusetts
$3.21M +$32.2K +1,097 +0.9%
HighTower Advisors
4
HighTower Advisors
Illinois
$2.2M +$630K +21,500 +36%
AIM
5
Axiom Investment Management
New York
$2.2M +$2.36M +80,500 New
Bank of America
6
Bank of America
North Carolina
$2.11M -$1.28M -43,542 -36%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.66M +$1.4M +47,808 +366%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.2M +$344K +11,729 +36%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.11M +$474K +16,184 +66%
IA
10
IFP Advisors
Florida
$1.07M +$1.12M +38,356 +3,196%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$985K +$1.06M +36,113 New
LI
12
LVZ Inc
Michigan
$797K +$28.7K +980 +5%
LNC
13
Lincoln National Corp
Pennsylvania
$740K +$795K +27,118 New
SPC
14
Sigma Planning Corp
Michigan
$702K +$548K +18,687 +265%
EWF
15
Epstein & White Financial
California
$662K +$490K +16,711 +218%
Citadel Advisors
16
Citadel Advisors
Florida
$622K -$915K -31,215 -58%
ASN
17
Advisory Services Network
Georgia
$585K -$1.21M -41,242 -66%
Wells Fargo
18
Wells Fargo
California
$532K +$513K +17,494 +869%
BIA
19
Biondo Investment Advisors
Pennsylvania
$494K +$6.89K +235 +1%
MML Investors Services
20
MML Investors Services
Massachusetts
$489K +$264 +9 +0.1%
1WA
21
180 Wealth Advisors
Washington
$433K – – –
Stifel Financial
22
Stifel Financial
Missouri
$427K +$460K +15,681 New
EWA
23
ERTS Wealth Advisors
Michigan
$362K +$389K +13,285 New
Jane Street
24
Jane Street
New York
$342K +$136K +4,652 +59%
LPL Financial
25
LPL Financial
California
$340K +$365K +12,451 New
1
2

FDVV Hedge Fund Activity: Q4 2018 in Review

37 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q4 2018, worth a combined $34.7M — up 29% from $27M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDVV positions and 3 closed out — a net gain of 8 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Mascoma Wealth Management, opening a new position worth an estimated $5.28M. The largest seller was Fluent Financial, exiting entirely with an estimated $2.2M sold.

  • 37 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q4 2018, up from 29 in Q3 2018.
  • Funds reported $34.7M of Fidelity High Dividend ETF stock for Q4 2018, up 29% quarter-over-quarter.
  • 11 funds opened new Fidelity High Dividend ETF positions in Q4 2018 and 3 closed out, a net change of +8 holders.
  • The largest Fidelity High Dividend ETF buyer in Q4 2018 was Mascoma Wealth Management, an estimated $5.28M added.
  • The largest Fidelity High Dividend ETF seller in Q4 2018 was Fluent Financial, an estimated $2.2M sold.

Based on aggregated 13F filings for Q4 2018.