Fidelity High Dividend ETF
FDVV
220 hedge funds and large institutions have $842M invested in Fidelity High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 54 reducing their positions, and 10 closing their positions.
381% more capital inflows, than outflows
Capital inflows: $151M | Capital outflows: $31.3M
300% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 10
76% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 54
15% more funds holding
Funds holding: 191 → 220 (+29)
1.02% more ownership
Funds ownership: 32.58% → 33.6% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$15.8M |
| 2 |
Arden Trust
Wilmington,
Delaware
|
+$9.8M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.48M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.98M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$5.94M |
| 2 |
Octavia Wealth Advisors
Cincinnati,
Ohio
|
-$5.03M |
| 3 |
Jane Street
New York
|
-$3.39M |
| 4 |
AE Wealth Management
Topeka,
Kansas
|
-$3.11M |
| 5 |
Old Mission Capital
Chicago,
Illinois
|
-$2.5M |
FDVV Hedge Fund Activity: Q1 2024 in Review
220 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q1 2024, worth a combined $842M — up 26% from $667M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FDVV positions and 10 closed out — a net gain of 30 holders — while 95 added to existing stakes and 54 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $15.8M. The largest seller was JP Morgan Chase, cutting an estimated $5.94M.
- 220 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q1 2024, up from 191 in Q4 2023.
- Funds reported $842M of Fidelity High Dividend ETF stock for Q1 2024, up 26% quarter-over-quarter.
- 40 funds opened new Fidelity High Dividend ETF positions in Q1 2024 and 10 closed out, a net change of +30 holders.
- The largest Fidelity High Dividend ETF buyer in Q1 2024 was Commonwealth Equity Services, an estimated $15.8M added.
- The largest Fidelity High Dividend ETF seller in Q1 2024 was JP Morgan Chase, an estimated $5.94M sold.
Based on aggregated 13F filings for Q1 2024.