Fidelity High Yield Factor ETF
FDHY
52 hedge funds and large institutions have $73.4M invested in Fidelity High Yield Factor ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
6% more funds holding
Funds holding: 49 → 52 (+3)
1.74% more ownership
Funds ownership: 26.72% → 28.46% (+1.7%)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
2% more capital invested
Capital invested by funds: $71.8M → $73.4M (+$1.61M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.5M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.47M |
| 3 |
Jane Street
New York
|
+$2.39M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.63M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$746K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.03M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$770K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$665K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$586K |
| 5 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
-$280K |
FDHY Hedge Fund Activity: Q1 2023 in Review
52 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q1 2023, worth a combined $73.4M — up 2.2% from $71.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDHY positions and 2 closed out — a net gain of 6 holders — while 18 added to existing stakes and 17 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.5M. The largest seller was Private Advisor Group, cutting an estimated $1.03M.
- 52 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q1 2023, up from 49 in Q4 2022.
- Funds reported $73.4M of Fidelity High Yield Factor ETF stock for Q1 2023, up 2.2% quarter-over-quarter.
- 8 funds opened new Fidelity High Yield Factor ETF positions in Q1 2023 and 2 closed out, a net change of +6 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q1 2023 was LPL Financial, an estimated $3.5M added.
- The largest Fidelity High Yield Factor ETF seller in Q1 2023 was Private Advisor Group, an estimated $1.03M sold.
Based on aggregated 13F filings for Q1 2023.