Fidelity High Dividend ETF
FDVV
191 hedge funds and large institutions have $667M invested in Fidelity High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 40 reducing their positions, and 13 closing their positions.
469% more capital inflows, than outflows
Capital inflows: $170M | Capital outflows: $29.9M
238% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 13
128% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 40
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
16% more funds holding
Funds holding: 164 → 191 (+27)
3.52% more ownership
Funds ownership: 29.06% → 32.58% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$19.9M |
| 3 |
JP Morgan Chase
New York
|
+$11M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.73M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$6.91M |
| 2 |
Childress Capital Advisors
Houston,
Texas
|
-$4.56M |
| 3 |
Jane Street
New York
|
-$3.78M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.65M |
| 5 |
Strategic Investment Solutions
Orland Park,
Illinois
|
-$1.42M |
FDVV Hedge Fund Activity: Q4 2023 in Review
191 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q4 2023, worth a combined $667M — up 37% from $488M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new FDVV positions and 13 closed out — a net gain of 31 holders — while 91 added to existing stakes and 40 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.7M. The largest seller was Bank of Montreal, cutting an estimated $6.91M.
- 191 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q4 2023, up from 164 in Q3 2023.
- Funds reported $667M of Fidelity High Dividend ETF stock for Q4 2023, up 37% quarter-over-quarter.
- 44 funds opened new Fidelity High Dividend ETF positions in Q4 2023 and 13 closed out, a net change of +31 holders.
- The largest Fidelity High Dividend ETF buyer in Q4 2023 was Morgan Stanley, an estimated $20.7M added.
- The largest Fidelity High Dividend ETF seller in Q4 2023 was Bank of Montreal, an estimated $6.91M sold.
Based on aggregated 13F filings for Q4 2023.