Fidelity High Dividend ETF
FDVV
243 hedge funds and large institutions have $943M invested in Fidelity High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 121 increasing their positions, 48 reducing their positions, and 13 closing their positions.
215% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 13
152% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 48
148% more capital inflows, than outflows
Capital inflows: $151M | Capital outflows: $61M
10% more funds holding
Funds holding: 220 → 243 (+23)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1.23% less ownership
Funds ownership: 33.6% → 32.37% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allworth Financial
Folsom,
California
|
+$19.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.3M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$11M |
| 4 |
Morgan Stanley
New York
|
+$8.75M |
| 5 |
Milestone Investment Advisors
Middleton,
Wisconsin
|
+$7.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$24.5M |
| 2 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$10M |
| 3 |
Lincoln National Corp
Radnor,
Pennsylvania
|
-$9.9M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.2M |
| 5 |
Mason & Associates (Virginia)
Newport News,
Virginia
|
-$2.94M |
FDVV Hedge Fund Activity: Q2 2024 in Review
243 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2024, worth a combined $943M — up 12% from $842M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new FDVV positions and 13 closed out — a net gain of 28 holders — while 121 added to existing stakes and 48 trimmed.
The largest buyer was Allworth Financial, adding an estimated $19.9M. The largest seller was Osaic Holdings, cutting an estimated $24.5M.
- 243 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2024, up from 220 in Q1 2024.
- Funds reported $943M of Fidelity High Dividend ETF stock for Q2 2024, up 12% quarter-over-quarter.
- 41 funds opened new Fidelity High Dividend ETF positions in Q2 2024 and 13 closed out, a net change of +28 holders.
- The largest Fidelity High Dividend ETF buyer in Q2 2024 was Allworth Financial, an estimated $19.9M added.
- The largest Fidelity High Dividend ETF seller in Q2 2024 was Osaic Holdings, an estimated $24.5M sold.
Based on aggregated 13F filings for Q2 2024.