Fidelity High Yield Factor ETF
FDHY
23 hedge funds and large institutions have $41.7M invested in Fidelity High Yield Factor ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 6 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
83% more capital invested
Capital invested by funds: $22.9M → $41.7M (+$18.9M)
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
10% more funds holding
Funds holding: 21 → 23 (+2)
5.66% more ownership
Funds ownership: 18.52% → 24.18% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$16.4M |
| 2 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
+$2.53M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.45M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$766K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$387K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.05M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.77M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$908K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$537K |
| 5 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$84.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
26
Flow Traders U.S.
New York
| – | -$537K | -10,001 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$72K | -1,345 | Closed |
|
|
BWM
28
BNC Wealth Management
Beaverton,
Oregon
| – | -$1K | -10 | Closed |
|
29
Wells Fargo
San Francisco,
California
| – | -$55 | -1 | Closed |
|
FDHY Hedge Fund Activity: Q4 2020 in Review
23 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q4 2020, worth a combined $41.7M — up 83% from $22.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDHY positions and 6 closed out — a net gain of 2 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Financial Management Professionals, opening a new position worth an estimated $16.4M. The largest seller was Jane Street, exiting entirely with an estimated $4.05M sold.
- 23 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q4 2020, up from 21 in Q3 2020.
- Funds reported $41.7M of Fidelity High Yield Factor ETF stock for Q4 2020, up 83% quarter-over-quarter.
- 8 funds opened new Fidelity High Yield Factor ETF positions in Q4 2020 and 6 closed out, a net change of +2 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q4 2020 was Financial Management Professionals, an estimated $16.4M added.
- The largest Fidelity High Yield Factor ETF seller in Q4 2020 was Jane Street, an estimated $4.05M sold.
Based on aggregated 13F filings for Q4 2020.