Fidelity International High Dividend ETF
FIDI
13 hedge funds and large institutions have $6.26M invested in Fidelity International High Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
44% more funds holding
Funds holding: 9 → 13 (+4)
44% more capital invested
Capital invested by funds: $4.36M → $6.26M (+$1.9M)
7.35% more ownership
Funds ownership: 21.76% → 29.11% (+7.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$763K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$495K |
| 3 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
|
+$413K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$346K |
| 5 |
LPL Financial
San Diego,
California
|
+$318K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$264K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $1.96M | – | – | – |
|
|
WA
2
WealthTrust Axiom
Wayne,
Pennsylvania
| $1.11M | +$413K | +19,950 | +54% |
|
|
3
LPL Financial
San Diego,
California
| $740K | +$318K | +15,330 | +68% |
|
|
SFS
4
Sowell Financial Services
North Little Rock,
Arkansas
| $720K | +$763K | +36,818 | New |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $467K | +$495K | +23,904 | New |
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $394K | +$175K | +8,463 | +72% |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $328K | +$346K | +16,695 | +16,695% |
|
|
BW
8
Biegel & Waller
Columbia,
Maryland
| $280K | +$62.1K | +2,997 | +26% |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $109K | +$85K | +4,099 | +274% |
|
10
Bank of America
Charlotte,
North Carolina
| $98K | +$104K | +5,000 | New |
|
11
UBS Group
Zurich,
Switzerland
| $31K | +$33.2K | +1,600 | New |
|
|
EWA
12
ERTS Wealth Advisors
Marquette,
Michigan
| $17K | +$18.3K | +883 | New |
|
|
LWM
13
Liberty Wealth Management
Oakland,
California
| $8K | +$8.95K | +432 | New |
|
|
14
Jane Street
New York
| – | -$264K | -11,849 | Closed |
|
FIDI Hedge Fund Activity: Q4 2018 in Review
13 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fidelity International High Dividend ETF (FIDI) for Q4 2018, worth a combined $6.26M — up 44% from $4.36M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FIDI positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 0 trimmed.
The largest buyer was Sowell Financial Services, opening a new position worth an estimated $763K. The largest seller was Jane Street, exiting entirely with an estimated $264K sold.
- 13 institutional investors held Fidelity International High Dividend ETF (FIDI) as of Q4 2018, up from 9 in Q3 2018.
- Funds reported $6.26M of Fidelity International High Dividend ETF stock for Q4 2018, up 44% quarter-over-quarter.
- 6 funds opened new Fidelity International High Dividend ETF positions in Q4 2018 and 2 closed out, a net change of +4 holders.
- The largest Fidelity International High Dividend ETF buyer in Q4 2018 was Sowell Financial Services, an estimated $763K added.
- The largest Fidelity International High Dividend ETF seller in Q4 2018 was Jane Street, an estimated $264K sold.
Based on aggregated 13F filings for Q4 2018.