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Fidelity International High Dividend ETF

35 hedge funds and large institutions have $38.2M invested in Fidelity International High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

9% more capital invested

Capital invested by funds: $35.1M → $38.2M (+$3.12M)

3% more funds holding

Funds holding: 3435 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.58% less ownership

Funds ownership: 37.97%37.39% (-0.58%)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
17
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.35M +$589K +28,127 +7%
DK
2
David Kennon
Florida
$8.29M +$42.4K +2,024 +0.5%
KAS
3
Kestra Advisory Services
Texas
$4.23M +$56.3K +2,688 +1%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.25M +$494K +23,591 +30%
BWA
5
Beam Wealth Advisors
Louisiana
$1.8M +$106K +5,069 +7%
FLPIM
6
F.L. Putnam Investment Management
Massachusetts
$1.67M -$582K -27,803 -27%
CIA
7
Concurrent Investment Advisors
Florida
$1.6M +$104K +4,977 +7%
WA
8
WealthTrust Axiom
Pennsylvania
$1.28M -$5.24K -250 -0.4%
EW
9
Element Wealth
Mississippi
$1.2M -$13.2K -632 -1%
LPL Financial
10
LPL Financial
California
$1.17M +$23.8K +1,135 +2%
CCAL
11
City Center Advisors LLC
Michigan
$833K +$52.8K +2,519 +7%
MML Investors Services
12
MML Investors Services
Massachusetts
$487K +$3.39K +162 +0.7%
D
13
Dentgroup
Louisiana
$368K -$114K -5,451 -24%
HIP
14
HUB Investment Partners
Texas
$363K +$838 +40 +0.2%
SIA
15
Soltis Investment Advisors
Utah
$361K +$90K +4,295 +35%
JP Morgan Chase
16
JP Morgan Chase
New York
$360K -$102K -4,890 -23%
Bank of America
17
Bank of America
North Carolina
$351K +$39.8K +1,902 +13%
JWCA
18
J.W. Cole Advisors
Florida
$343K -$20K -956 -6%
SIM
19
Stratos Investment Management
Ohio
$336K +$63.5K +3,033 +24%
SPIA
20
Steward Partners Investment Advisory
New York
$334K +$20.9K +999 +7%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$280K +$270K +12,883 New
SAM
22
Sequent Asset Management
Texas
$262K
IA
23
IFP Advisors
Florida
$214K
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$196K
LFG
25
Larson Financial Group
Missouri
$91.5K

FIDI Hedge Fund Activity: Q3 2024 in Review

35 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity International High Dividend ETF (FIDI) for Q3 2024, worth a combined $38.2M — up 8.9% from $35.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FIDI positions and 3 closed out — a net gain of 1 holder — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $589K. The largest seller was F.L. Putnam Investment Management, cutting an estimated $582K.

  • 35 institutional investors held Fidelity International High Dividend ETF (FIDI) as of Q3 2024, up from 34 in Q2 2024.
  • Funds reported $38.2M of Fidelity International High Dividend ETF stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 4 funds opened new Fidelity International High Dividend ETF positions in Q3 2024 and 3 closed out, a net change of +1 holder.
  • The largest Fidelity International High Dividend ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $589K added.
  • The largest Fidelity International High Dividend ETF seller in Q3 2024 was F.L. Putnam Investment Management, an estimated $582K sold.

Based on aggregated 13F filings for Q3 2024.