Fidelity High Dividend ETF
FDVV
41 hedge funds and large institutions have $63.4M invested in Fidelity High Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 8 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 9
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
4% more capital invested
Capital invested by funds: $61.2M → $63.4M (+$2.26M)
0% more funds holding
Funds holding: 41 → 41 (0)
1.9% less ownership
Funds ownership: 20.32% → 18.42% (-1.9%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.54M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.36M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.46M |
| 4 |
EWF
Epstein & White Financial
San Diego,
California
|
+$2.86M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$7.49M |
| 2 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$3.64M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$3.31M |
| 4 |
Jane Street
New York
|
-$2.38M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.72M |
FDVV Hedge Fund Activity: Q2 2019 in Review
41 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2019, worth a combined $63.4M — up 3.7% from $61.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FDVV positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 9 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $7.54M. The largest seller was Cornerstone Wealth Group, cutting an estimated $7.49M.
- 41 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $63.4M of Fidelity High Dividend ETF stock for Q2 2019, up 3.7% quarter-over-quarter.
- 9 funds opened new Fidelity High Dividend ETF positions in Q2 2019 and 8 closed out, a net change of +1 holder.
- The largest Fidelity High Dividend ETF buyer in Q2 2019 was Commonwealth Equity Services, an estimated $7.54M added.
- The largest Fidelity High Dividend ETF seller in Q2 2019 was Cornerstone Wealth Group, an estimated $7.49M sold.
Based on aggregated 13F filings for Q2 2019.