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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$5.28M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.4M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.12M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.06M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$795K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FF
Fluent Financial
Dallas,
Texas
|
-$2.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.28M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.21M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$915K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$280K |
FDVV Hedge Fund Activity: Q4 2018 in Review
37 of the 4,505 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.