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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

45 hedge funds and large institutions have $73.3M invested in Fidelity High Yield Factor ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
45
Holders Change
-7
Holders Change %
-13.46%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
9
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ASN
1
Advisory Services Network
Georgia
$2.97M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$30.4M
3
GJIA
3
Glass Jacobson Investment Advisors
Maryland
$538K
4
FTUS
4
Flow Traders U.S.
New York
$537K
5
AC
5
Apella Capital
Connecticut
$269K

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$0
2
Jane Street
2
Jane Street
New York
$3.2M
3
LPL Financial
3
LPL Financial
California
$6.6M
4
OMC
4
Old Mission Capital
Illinois
$0
5
IA
5
IFP Advisors
Florida
$858K
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$216K 4,645 +4,645 New
CFD
27
Creative Financial Designs
Indiana
$187K 4,010 +487 +14%
SS
28
Sunbelt Securities
Texas
$162K 3,487 +3,487 New
UBS Group
29
UBS Group
Switzerland
$109K 2,335 +110 +5%
GM
30
GeoWealth Management
Illinois
$75K 1,610 -5,268 -77%
TWC
31
TD Waterhouse Canada
Ontario, Canada
$74.3K 1,603 – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$50.6K 1,088 +1,003 +1,180%
NA
33
NewEdge Advisors
Louisiana
$42.2K 907 – –
LG
34
LAM Group
Oregon
$25.1K 540 -30 -5%
FMP
35
Financial Management Professionals
Texas
$23K 488 -701 -59%
GWM
36
Geneos Wealth Management
Colorado
$21.3K 458 – –
HI
37
Harbour Investments
Wisconsin
$10.5K 225 – –
SWM
38
Spire Wealth Management
Virginia
$6.56K 141 – –
PGAM
39
Princeton Global Asset Management
New Jersey
$5.16K 111 – –
AWM
40
Avior Wealth Management
Nebraska
$4.98K 107 -266 -71%
KM
41
Kalos Management
Georgia
$4.75K 102 -11 -10%
LOIP
42
Live Oak Investment Partners
Texas
– – – –
GRP
43
Global Retirement Partners
California
$1.81K 39 – –
TFM
44
TFC Financial Management
Massachusetts
$1.12K 24 +24 New
APC
45
Aspire Private Capital
North Carolina
$605 13 -495 -97%
CAS
46
Coppell Advisory Solutions
Texas
$462 10 +10 New
Wells Fargo
47
Wells Fargo
California
– – – –
FIA
48
Foundations Investment Advisors
Arizona
– – -42,420 Closed
OMC
49
Old Mission Capital
Illinois
– – -17,334 Closed
MA
50
Mutual Advisors
Nebraska
– – -15,991 Closed
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