Fidelity High Dividend ETF
FDVV
70 hedge funds and large institutions have $110M invested in Fidelity High Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
28% more capital invested
Capital invested by funds: $85.8M → $110M (+$23.7M)
23% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 22
11% more funds holding
Funds holding: 63 → 70 (+7)
3.86% more ownership
Funds ownership: 16.59% → 20.45% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$15.1M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$5M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$2.6M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.32M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.86M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.94M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.45M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.41M |
| 5 |
Morgan Stanley
New York
|
-$1.1M |
FDVV Hedge Fund Activity: Q3 2020 in Review
70 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q3 2020, worth a combined $110M — up 28% from $85.8M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FDVV positions and 5 closed out — a net gain of 8 holders — while 27 added to existing stakes and 22 trimmed.
The largest buyer was Citigroup, adding an estimated $15.1M. The largest seller was Private Advisor Group, cutting an estimated $2.86M.
- 70 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q3 2020, up from 63 in Q2 2020.
- Funds reported $110M of Fidelity High Dividend ETF stock for Q3 2020, up 28% quarter-over-quarter.
- 13 funds opened new Fidelity High Dividend ETF positions in Q3 2020 and 5 closed out, a net change of +8 holders.
- The largest Fidelity High Dividend ETF buyer in Q3 2020 was Citigroup, an estimated $15.1M added.
- The largest Fidelity High Dividend ETF seller in Q3 2020 was Private Advisor Group, an estimated $2.86M sold.
Based on aggregated 13F filings for Q3 2020.