Fidelity High Dividend ETF
FDVV
121 hedge funds and large institutions have $229M invested in Fidelity High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 18 closing their positions.
136% more capital inflows, than outflows
Capital inflows: $67.2M | Capital outflows: $28.5M
86% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 29
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
3% more funds holding
Funds holding: 118 → 121 (+3)
1.65% more ownership
Funds ownership: 18.29% → 19.94% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Childress Capital Advisors
Houston,
Texas
|
+$20.5M |
| 2 |
Kestra Advisory Services
Austin,
Texas
|
+$11.5M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.19M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.41M |
| 5 |
Morgan Stanley
New York
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Old Mission Capital
Chicago,
Illinois
|
-$6.76M |
| 2 |
Private Advisor Group
Morristown,
New Jersey
|
-$4.11M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.43M |
| 4 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$2.07M |
| 5 |
Advisory Services Network
Atlanta,
Georgia
|
-$2.02M |
FDVV Hedge Fund Activity: Q2 2022 in Review
121 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2022, worth a combined $229M — up 2.6% from $224M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FDVV positions and 18 closed out — a net gain of 3 holders — while 54 added to existing stakes and 29 trimmed.
The largest buyer was Childress Capital Advisors, opening a new position worth an estimated $20.5M. The largest seller was Old Mission Capital, exiting entirely with an estimated $6.76M sold.
- 121 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2022, up from 118 in Q1 2022.
- Funds reported $229M of Fidelity High Dividend ETF stock for Q2 2022, up 2.6% quarter-over-quarter.
- 21 funds opened new Fidelity High Dividend ETF positions in Q2 2022 and 18 closed out, a net change of +3 holders.
- The largest Fidelity High Dividend ETF buyer in Q2 2022 was Childress Capital Advisors, an estimated $20.5M added.
- The largest Fidelity High Dividend ETF seller in Q2 2022 was Old Mission Capital, an estimated $6.76M sold.
Based on aggregated 13F filings for Q2 2022.