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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

57 hedge funds and large institutions have $73.4M invested in Fidelity High Yield Factor ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$3.46M
2
LPL Financial
2
LPL Financial
California
$11.1M
3
FMP
3
Financial Management Professionals
Texas
$14.9M
4
OFG
4
OmniStar Financial Group
North Carolina
$727K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$712K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.14M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Jane Street
3
Jane Street
New York
$3.33M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.19M
5
SVWG
5
Shared Vision Wealth Group
United States
$282K
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
26
Snowden Capital Advisors
New York
$269K 5,580 -485 -8%
MML Investors Services
27
MML Investors Services
Massachusetts
$242K 5,040 +14 +0.3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$235K 4,892 -1,226 -20%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$234K 4,865 +170 +4%
BRWA
30
B. Riley Wealth Advisors
Florida
$219K 4,772 +4,772 New
AAS
31
Avantax Advisory Services
Texas
$216K 4,510 +94 +2%
AC
32
Apella Capital
Connecticut
$213K 4,437 -231 -5%
PRI
33
Prepared Retirement Institute
Pennsylvania
$210K 4,381 +72 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$207K 4,324 +87 +2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$205K 4,281 +81 +2%
SS
36
Sunbelt Securities
Texas
$204K 4,257 +888 +26%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$167K 3,470 +3,467 +115,567%
TWC
38
TD Waterhouse Canada
Ontario, Canada
$82.9K 1,738 -365 -17%
PS
39
Principal Securities
Iowa
$53.3K 1,111 +71 +7%
FFO
40
Fortitude Family Office
Arizona
$48K 1,001 +17 +2%
UBS Group
41
UBS Group
Switzerland
$40.8K 850 +850 New
GWM
42
Geneos Wealth Management
Colorado
$22K 458 – –
PWA
43
Provenance Wealth Advisors
Florida
$19.2K 400 – –
NA
44
NewEdge Advisors
Louisiana
$11.7K 244 -270 -53%
HI
45
Harbour Investments
Wisconsin
$10.8K 225 – –
PFA
46
Pathway Financial Advisers
Indiana
$9.55K 198 +1 +0.5%
EWA
47
EverSource Wealth Advisors
Alabama
$9.01K 190 +4 +2%
NS
48
NBC Securities
Alabama
$9K 200 +200 New
SWM
49
Spire Wealth Management
Virginia
$8.88K 185 – –
BL
50
BFSG LLC
California
$7.2K 150 +150 New
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