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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

44 hedge funds and large institutions have $62M invested in Fidelity High Yield Factor ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$14.5M
2
ASN
2
Advisory Services Network
Georgia
$5.38M
3
LPL Financial
3
LPL Financial
California
$8.68M
4
GCIM
4
Gunn & Company Investment Management
Florida
$1.65M
5
MA
5
Mutual Advisors
Nebraska
$1.03M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$0
2
Jane Street
2
Jane Street
New York
$1.9M
3
IA
3
IFP Advisors
Florida
$0
4
SFPG
4
Stonebridge Financial Planning Group
Florida
$2.31M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.98M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$243K 5,323 +298 +6%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$242K 5,295 – –
BRWA
28
B. Riley Wealth Advisors
Florida
$219K 4,772 +4,772 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$194K 4,228 -502 -11%
SS
30
Sunbelt Securities
Texas
$153K 3,345 -142 -4%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$136K 2,977 +1,889 +174%
TWC
32
TD Waterhouse Canada
Ontario, Canada
$49K 1,081 -522 -33%
NA
33
NewEdge Advisors
Louisiana
$41.5K 907 – –
LG
34
LAM Group
Oregon
$27K 590 +50 +9%
LFA
35
LGT Financial Advisors
Texas
$23.8K 520 +520 New
GWM
36
Geneos Wealth Management
Colorado
$20.9K 458 – –
HI
37
Harbour Investments
Wisconsin
$10.3K 225 – –
PFA
38
Pathway Financial Advisers
Indiana
$8.94K 196 +196 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$7.54K 165 +165 New
SWM
40
Spire Wealth Management
Virginia
$6.44K 141 – –
GM
41
GeoWealth Management
Illinois
$6K 142 -1,468 -91%
PGAM
42
Princeton Global Asset Management
New Jersey
$5.07K 111 – –
AWM
43
Avior Wealth Management
Nebraska
$4.89K 107 – –
LOIP
44
Live Oak Investment Partners
Texas
– – – –
GRP
45
Global Retirement Partners
California
$1.79K 40 +1 +3%
Wells Fargo
46
Wells Fargo
California
– – – –
CPSAC
47
Chas P. Smith & Associates (CPS)
Florida
– – -653,081 Closed
IA
48
IFP Advisors
Florida
– – -18,441 Closed
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
– – -4,817 Closed
Mariner
50
Mariner
Kansas
– – -4,645 Closed
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