Fidelity High Yield Factor ETF
FDHY
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.
0% less capital invested
Capital invested by funds: $73.4M → $73.3M (-$186K)
1.07% less ownership
Funds ownership: 28.46% → 27.38% (-1.1%)
13% less funds holding
Funds holding: 52 → 45 (-7)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
55% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 20
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.46M |
| 2 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$918K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$538K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$217K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$2M |
| 2 |
Jane Street
New York
|
-$1.78M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.3M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$818K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$768K |
FDHY Hedge Fund Activity: Q2 2023 in Review
45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q2 2023, worth a combined $73.3M — down 0.25% from $73.4M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of FDHY and 7 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 9 added.
The largest buyer was Advisory Services Network, adding an estimated $2.46M. The largest seller was Foundations Investment Advisors, exiting entirely with an estimated $2M sold.
- 45 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q2 2023, down from 52 in Q1 2023.
- Funds reported $73.3M of Fidelity High Yield Factor ETF stock for Q2 2023, down 0.25% quarter-over-quarter.
- 7 funds opened new Fidelity High Yield Factor ETF positions in Q2 2023 and 12 closed out, a net change of -5 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q2 2023 was Advisory Services Network, an estimated $2.46M added.
- The largest Fidelity High Yield Factor ETF seller in Q2 2023 was Foundations Investment Advisors, an estimated $2M sold.
Based on aggregated 13F filings for Q2 2023.