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Fidelity High Yield Factor ETF

53 hedge funds and large institutions have $72.3M invested in Fidelity High Yield Factor ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
13
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$241K 5,026 -457 -8%
CW
27
CreativeOne Wealth
Kansas
$231K 4,802 -685 -12%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$225K 4,695 -600 -11%
AC
29
Apella Capital
Connecticut
$222K 4,668 -1,118 -19%
AAS
30
Avantax Advisory Services
Texas
$212K 4,416 +4,416 New
PRI
31
Prepared Retirement Institute
Pennsylvania
$207K 4,309 +4,309 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$203K 4,237 +9 +0.2%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$201K 4,200 +4,200 New
SS
34
Sunbelt Securities
Texas
$161K 3,369 +24 +0.7%
TWC
35
TD Waterhouse Canada
Ontario, Canada
$99.8K 2,103 +1,022 +95%
PS
36
Principal Securities
Iowa
$49.8K 1,040 +1,040 New
FFO
37
Fortitude Family Office
Arizona
$47.2K 984 +984 New
LFA
38
LGT Financial Advisors
Texas
$24.9K 520
NA
39
NewEdge Advisors
Louisiana
$24.6K 514 -393 -43%
GWM
40
Geneos Wealth Management
Colorado
$21.9K 458
PWA
41
Provenance Wealth Advisors
Florida
$19.2K 400 +400 New
HI
42
Harbour Investments
Wisconsin
$10.8K 225
PFA
43
Pathway Financial Advisers
Indiana
$9.45K 197 +1 +0.5%
EWA
44
EverSource Wealth Advisors
Alabama
$8.93K 186 +186 New
SWM
45
Spire Wealth Management
Virginia
$8.84K 185 +44 +31%
PGAM
46
Princeton Global Asset Management
New Jersey
$5.32K 111
AWM
47
Avior Wealth Management
Nebraska
$5.13K 107
LOIP
48
Live Oak Investment Partners
Texas
LG
49
LAM Group
Oregon
$2.88K 60 -530 -90%
GRP
50
Global Retirement Partners
California
$1.94K 40