Fidelity High Yield Factor ETF
FDHY
59 hedge funds and large institutions have $75.8M invested in Fidelity High Yield Factor ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2% more funds holding
Funds holding: 58 → 59 (+1)
3% more capital invested
Capital invested by funds: $73.8M → $75.8M (+$2.03M)
0.22% more ownership
Funds ownership: 24.41% → 24.63% (+0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.35M |
| 2 |
GCIM
Gunn & Company Investment Management
Jacksonville,
Florida
|
+$2.88M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$1.94M |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$1.83M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$711K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$5.01M |
| 2 |
Jane Street
New York
|
-$2.5M |
| 3 |
HIC
Hartline Investment Corp
Winnetka,
Illinois
|
-$692K |
| 4 |
SFPG
Stonebridge Financial Planning Group
Orlando,
Florida
|
-$571K |
| 5 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$559K |
FDHY Hedge Fund Activity: Q2 2024 in Review
59 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q2 2024, worth a combined $75.8M — up 2.7% from $73.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDHY positions and 7 closed out — a net gain of 1 holder — while 22 added to existing stakes and 18 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $4.35M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $5.01M sold.
- 59 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q2 2024, up from 58 in Q1 2024.
- Funds reported $75.8M of Fidelity High Yield Factor ETF stock for Q2 2024, up 2.7% quarter-over-quarter.
- 8 funds opened new Fidelity High Yield Factor ETF positions in Q2 2024 and 7 closed out, a net change of +1 holder.
- The largest Fidelity High Yield Factor ETF buyer in Q2 2024 was Osaic Holdings, an estimated $4.35M added.
- The largest Fidelity High Yield Factor ETF seller in Q2 2024 was Lincoln National Corp, an estimated $5.01M sold.
Based on aggregated 13F filings for Q2 2024.