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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

41 hedge funds and large institutions have $81.2M invested in Fidelity High Yield Factor ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
41
Holders Change
+10
Holders Change %
+32.26%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
14
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$30.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.97M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.13M
4
AWM
4
AE Wealth Management
Kansas
$910K
5
PAG
5
Private Advisor Group
New Jersey
$590K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.16M
2
DFG
2
Demars Financial Group
Washington
$3.62M
3
GM
3
GeoWealth Management
Illinois
$3.65M
4
CW
4
CreativeOne Wealth
Kansas
$3.55M
5
OMC
5
Old Mission Capital
Illinois
$649K
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
26
CIBC World Market
Ontario, Canada
$273K 4,885 +4,885 New
CFD
27
Creative Financial Designs
Indiana
$261K 4,660 +6 +0.1%
UCFA
28
United Capital Financial Advisors
Texas
$254K 4,544 +191 +4%
Fisher Asset Management
29
Fisher Asset Management
Washington
$237K 4,239 +4,239 New
SS
30
Sunbelt Securities
Texas
$209K 3,726 – –
FIA
31
Foundations Investment Advisors
Arizona
$208K 3,728 +143 +4%
AAM
32
Advisors Asset Management
Colorado
$82K 1,459 +1,459 New
GWSG
33
GPS Wealth Strategies Group
Colorado
$81K 1,442 – –
ETI
34
Enterprise Trust & Investment
California
$70K 1,250 +1,250 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$35K 620 – –
APC
36
Aspire Private Capital
North Carolina
$27K 485 +485 New
GWM
37
Geneos Wealth Management
Colorado
$25K 458 – –
UBS Group
38
UBS Group
Switzerland
$25K 443 +443 New
TWA
39
TCI Wealth Advisors
Arizona
$12K 216 – –
PGAM
40
Princeton Global Asset Management
New Jersey
$6K 111 -10 -8%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
– – -225 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
43
Wells Fargo
California
$0 1 – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$0 1 – –
IA
45
IFP Advisors
Florida
– – – –
1
2