Fidelity High Dividend ETF
FDVV
63 hedge funds and large institutions have $76.7M invested in Fidelity High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 8 closing their positions.
123% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 13
108% more capital inflows, than outflows
Capital inflows: $35.2M | Capital outflows: $16.9M
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
2% more funds holding
Funds holding: 62 → 63 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.02% less ownership
Funds ownership: 18.49% → 17.47% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$7.36M |
| 2 |
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$4.63M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.93M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.63M |
| 5 |
Morgan Stanley
New York
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.33M |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$2.68M |
| 3 |
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.49M |
| 4 |
Advisory Services Network
Atlanta,
Georgia
|
-$1.45M |
| 5 |
Epstein & White Financial
San Diego,
California
|
-$1.33M |
FDVV Hedge Fund Activity: Q1 2020 in Review
63 of the 4,549 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q1 2020, worth a combined $76.7M — down 19% from $94.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FDVV positions and 8 closed out — a net gain of 3 holders — while 29 added to existing stakes and 13 trimmed.
The largest buyer was Jane Street, adding an estimated $7.36M. The largest seller was Commonwealth Equity Services, cutting an estimated $5.33M.
- 63 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q1 2020, up from 62 in Q4 2019.
- Funds reported $76.7M of Fidelity High Dividend ETF stock for Q1 2020, down 19% quarter-over-quarter.
- 11 funds opened new Fidelity High Dividend ETF positions in Q1 2020 and 8 closed out, a net change of +3 holders.
- The largest Fidelity High Dividend ETF buyer in Q1 2020 was Jane Street, an estimated $7.36M added.
- The largest Fidelity High Dividend ETF seller in Q1 2020 was Commonwealth Equity Services, an estimated $5.33M sold.
Based on aggregated 13F filings for Q1 2020.