Fidelity High Dividend ETF
FDVV
135 hedge funds and large institutions have $253M invested in Fidelity High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 6 closing their positions.
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
82% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 33
13% more funds holding
Funds holding: 120 → 135 (+15)
11% more capital invested
Capital invested by funds: $228M → $253M (+$24.7M)
3.18% more ownership
Funds ownership: 19.86% → 23.03% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Childress Capital Advisors
Houston,
Texas
|
+$8.27M |
| 2 |
Jane Street
New York
|
+$5.95M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.83M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.38M |
| 5 |
Morgan Stanley
New York
|
+$2.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$692K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$670K |
| 3 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
-$661K |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$448K |
| 5 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$240K |
FDVV Hedge Fund Activity: Q3 2022 in Review
135 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q3 2022, worth a combined $253M — up 11% from $228M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FDVV positions and 6 closed out — a net gain of 16 holders — while 60 added to existing stakes and 33 trimmed.
The largest buyer was Childress Capital Advisors, adding an estimated $8.27M. The largest seller was Private Advisor Group, cutting an estimated $692K.
- 135 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q3 2022, up from 120 in Q2 2022.
- Funds reported $253M of Fidelity High Dividend ETF stock for Q3 2022, up 11% quarter-over-quarter.
- 22 funds opened new Fidelity High Dividend ETF positions in Q3 2022 and 6 closed out, a net change of +16 holders.
- The largest Fidelity High Dividend ETF buyer in Q3 2022 was Childress Capital Advisors, an estimated $8.27M added.
- The largest Fidelity High Dividend ETF seller in Q3 2022 was Private Advisor Group, an estimated $692K sold.
Based on aggregated 13F filings for Q3 2022.