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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

58 hedge funds and large institutions have $75.4M invested in Fidelity High Yield Factor ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.19M
2
GCIM
2
Gunn & Company Investment Management
Florida
$2.88M
3
FMP
3
Financial Management Professionals
Texas
$16.8M
4
AWM
4
Axxcess Wealth Management
California
$1.83M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.39M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$813K
3
HIC
3
Hartline Investment Corp
Illinois
$0
4
SFPG
4
Stonebridge Financial Planning Group
Florida
$1.18M
5
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$2.88M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$258K 5,390 +350 +7%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$252K 5,275 +410 +8%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$251K 5,259 +367 +8%
AAS
29
Avantax Advisory Services
Texas
$249K 5,209 +699 +15%
QCG
30
Quadrant Capital Group
Ohio
$239K 5,000 +5,000 New
PRI
31
Prepared Retirement Institute
Pennsylvania
$213K 4,455 +74 +2%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$208K 4,358 +77 +2%
SS
33
Sunbelt Securities
Texas
$205K 4,285 +28 +0.7%
SCA
34
Snowden Capital Advisors
New York
$202K 4,213 -1,367 -24%
AC
35
Apella Capital
Connecticut
$202K 4,202 -235 -5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$195K 4,092 -232 -5%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$139K 2,906 -564 -16%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$114K 2,385 +2,385 New
PS
39
Principal Securities
Iowa
$53.5K 1,121 +10 +0.9%
FFO
40
Fortitude Family Office
Arizona
$48.6K 1,018 +17 +2%
LFG
41
Larson Financial Group
Missouri
$38.2K 800 +800 New
TWC
42
TD Waterhouse Canada
Ontario, Canada
$34.1K 716 -1,022 -59%
GWM
43
Geneos Wealth Management
Colorado
$21.9K 458 – –
PWA
44
Provenance Wealth Advisors
Florida
$19.1K 400 – –
NA
45
NewEdge Advisors
Louisiana
$11.7K 244 – –
HI
46
Harbour Investments
Wisconsin
$10.7K 225 – –
EWA
47
EverSource Wealth Advisors
Alabama
$9.51K 196 +6 +3%
NS
48
NBC Securities
Alabama
$9K 200 – –
SPIA
49
Steward Partners Investment Advisory
New York
$8.6K 180 +180 New
LG
50
LAM Group
Oregon
$5.73K 120 +40 +50%
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