Fidelity High Yield Factor ETF
FDHY
27 hedge funds and large institutions have $50.8M invested in Fidelity High Yield Factor ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
22% more capital invested
Capital invested by funds: $41.7M → $50.8M (+$9.12M)
17% more funds holding
Funds holding: 23 → 27 (+4)
2.58% less ownership
Funds ownership: 24.18% → 21.59% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$5.28M |
| 2 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
+$3.22M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.14M |
| 4 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
+$1.41M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.65M |
| 2 |
CCA
Childress Capital Advisors
Houston,
Texas
|
-$1.7M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$612K |
| 4 |
LPL Financial
San Diego,
California
|
-$496K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$381K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $11K | +$10.8K | +195 | New |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$2.65M | -47,600 | Closed |
|
|
CCA
28
Childress Capital Advisors
Houston,
Texas
| – | -$1.7M | -41,750 | Closed |
|
|
29
LPL Financial
San Diego,
California
| – | -$496K | -8,930 | Closed |
|
|
TF
30
Trek Financial
Scottsdale,
Arizona
| – | -$216K | -3,885 | Closed |
|
31
Fidelity Investments
Boston,
Massachusetts
| – | -$719 | -13 | -87% |
|
32
Wells Fargo
San Francisco,
California
| – | +$55 | +1 | New |
|
FDHY Hedge Fund Activity: Q1 2021 in Review
27 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q1 2021, worth a combined $50.8M — up 22% from $41.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDHY positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $5.28M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.65M sold.
- 27 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q1 2021, up from 23 in Q4 2020.
- Funds reported $50.8M of Fidelity High Yield Factor ETF stock for Q1 2021, up 22% quarter-over-quarter.
- 8 funds opened new Fidelity High Yield Factor ETF positions in Q1 2021 and 4 closed out, a net change of +4 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q1 2021 was Kestra Advisory Services, an estimated $5.28M added.
- The largest Fidelity High Yield Factor ETF seller in Q1 2021 was Citadel Advisors, an estimated $2.65M sold.
Based on aggregated 13F filings for Q1 2021.