Fidelity High Dividend ETF
FDVV
136 hedge funds and large institutions have $254M invested in Fidelity High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 33 reducing their positions, and 6 closing their positions.
1,126% more capital inflows, than outflows
Capital inflows: $52.9M | Capital outflows: $4.31M
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
85% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 33
12% more funds holding
Funds holding: 121 → 136 (+15)
3.18% more ownership
Funds ownership: 19.94% → 23.12% (+3.2%)
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
|
+$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 |
Private Advisor Group
Morristown,
New Jersey
|
-$692K |
| 2 |
Cetera Advisor Networks
El Segundo,
California
|
-$670K |
| 3 |
Hedeker Wealth
Lincolnshire,
Illinois
|
-$661K |
| 4 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$448K |
| 5 |
Personal CFO Solutions
Chester,
New Jersey
|
-$240K |
FDVV Hedge Fund Activity: Q3 2022 in Review
136 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q3 2022, worth a combined $254M — up 11% from $229M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FDVV positions and 6 closed out — a net gain of 16 holders — while 61 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.
- 136 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q3 2022, up from 121 in Q2 2022.
- Funds reported $254M 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.