Fidelity High Dividend ETF
FDVV
80 hedge funds and large institutions have $154M invested in Fidelity High Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
178% more capital inflows, than outflows
Capital inflows: $41.7M | Capital outflows: $15M
14% more funds holding
Funds holding: 70 → 80 (+10)
11% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 27
3.15% more ownership
Funds ownership: 20.45% → 23.6% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$20.9M |
| 2 |
Private Advisor Group
Morristown,
New Jersey
|
+$2.8M |
| 3 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$2.02M |
| 4 |
Flaharty Asset Management
Clearwater,
Florida
|
+$1.68M |
| 5 |
Principle Wealth Partners
Madison,
Connecticut
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$4.32M |
| 2 |
EP Wealth Advisors
Torrance,
California
|
-$3.01M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.07M |
| 4 |
J.W. Cole Advisors
Tampa,
Florida
|
-$1.16M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$695K |
FDVV Hedge Fund Activity: Q4 2020 in Review
80 of the 5,678 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q4 2020, worth a combined $154M — up 41% from $110M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FDVV positions and 4 closed out — a net gain of 11 holders — while 30 added to existing stakes and 27 trimmed.
The largest buyer was Citigroup, adding an estimated $20.9M. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $4.32M sold.
- 80 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q4 2020, up from 70 in Q3 2020.
- Funds reported $154M of Fidelity High Dividend ETF stock for Q4 2020, up 41% quarter-over-quarter.
- 15 funds opened new Fidelity High Dividend ETF positions in Q4 2020 and 4 closed out, a net change of +11 holders.
- The largest Fidelity High Dividend ETF buyer in Q4 2020 was Citigroup, an estimated $20.9M added.
- The largest Fidelity High Dividend ETF seller in Q4 2020 was B. Riley Wealth Advisors, an estimated $4.32M sold.
Based on aggregated 13F filings for Q4 2020.