Fidelity High Dividend ETF
FDVV
41 hedge funds and large institutions have $61.2M invested in Fidelity High Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
76% more capital invested
Capital invested by funds: $34.7M → $61.2M (+$26.5M)
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more funds holding
Funds holding: 37 → 41 (+4)
5.18% more ownership
Funds ownership: 15.14% → 20.32% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWF
Epstein & White Financial
San Diego,
California
|
+$2.57M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.51M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.41M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.07M |
| 5 |
Jane Street
New York
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$1.72M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$634K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$622K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$556K |
FDVV Hedge Fund Activity: Q1 2019 in Review
41 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q1 2019, worth a combined $61.2M — up 76% from $34.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FDVV positions and 4 closed out — a net gain of 5 holders — while 17 added to existing stakes and 11 trimmed.
The largest buyer was Epstein & White Financial, adding an estimated $2.57M. The largest seller was Mascoma Wealth Management, cutting an estimated $1.72M.
- 41 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q1 2019, up from 37 in Q4 2018.
- Funds reported $61.2M of Fidelity High Dividend ETF stock for Q1 2019, up 76% quarter-over-quarter.
- 9 funds opened new Fidelity High Dividend ETF positions in Q1 2019 and 4 closed out, a net change of +5 holders.
- The largest Fidelity High Dividend ETF buyer in Q1 2019 was Epstein & White Financial, an estimated $2.57M added.
- The largest Fidelity High Dividend ETF seller in Q1 2019 was Mascoma Wealth Management, an estimated $1.72M sold.
Based on aggregated 13F filings for Q1 2019.