Fidelity High Dividend ETF
FDVV
95 hedge funds and large institutions have $266M invested in Fidelity High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 4 closing their positions.
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
75% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 24
48% more capital invested
Capital invested by funds: $180M → $266M (+$86M)
14% more funds holding
Funds holding: 83 → 95 (+12)
4.47% more ownership
Funds ownership: 23.37% → 27.84% (+4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$56.1M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$8.86M |
| 3 |
Jane Street
New York
|
+$7.29M |
| 4 |
IC
Inscription Capital
Houston,
Texas
|
+$1.9M |
| 5 |
GAM
Geier Asset Management
Marriottsville,
Maryland
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$2.86M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.59M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$658K |
| 4 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$608K |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$395K |
FDVV Hedge Fund Activity: Q2 2021 in Review
95 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2021, worth a combined $266M — up 48% from $180M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FDVV positions and 4 closed out — a net gain of 13 holders — while 42 added to existing stakes and 24 trimmed.
The largest buyer was Citigroup, adding an estimated $56.1M. The largest seller was Rockefeller Capital Management, exiting entirely with an estimated $2.86M sold.
- 95 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2021, up from 83 in Q1 2021.
- Funds reported $266M of Fidelity High Dividend ETF stock for Q2 2021, up 48% quarter-over-quarter.
- 17 funds opened new Fidelity High Dividend ETF positions in Q2 2021 and 4 closed out, a net change of +13 holders.
- The largest Fidelity High Dividend ETF buyer in Q2 2021 was Citigroup, an estimated $56.1M added.
- The largest Fidelity High Dividend ETF seller in Q2 2021 was Rockefeller Capital Management, an estimated $2.86M sold.
Based on aggregated 13F filings for Q2 2021.