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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

61 hedge funds and large institutions have $88.7M invested in Fidelity High Yield Factor ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
25
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.1M
2
MNBTD
2
Moody National Bank Trust Division
Texas
$4.9M
3
LPL Financial
3
LPL Financial
California
$15.9M
4
FMP
4
Financial Management Professionals
Texas
$19.5M
5
OFG
5
OmniStar Financial Group
North Carolina
$2.15M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.76M
2
GCIM
2
Gunn & Company Investment Management
Florida
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.35M
4
KAS
4
Kestra Advisory Services
Texas
$1.21M
5
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$2.38M
Name Market Value Shares Shares
Change 		Shares
Change %
UAG
26
United Advisor Group
Ohio
$343K 6,954 -349 -5%
GJIA
27
Glass Jacobson Investment Advisors
Maryland
$306K 6,209 -165 -3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$302K 6,122 +863 +16%
MML Investors Services
29
MML Investors Services
Massachusetts
$298K 6,040 +650 +12%
SVWG
30
Shared Vision Wealth Group
United States
$289K 5,869 – –
FA
31
Freestate Advisors
Kansas
$286K 5,795 +5,795 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$257K 5,218 +860 +20%
QCG
33
Quadrant Capital Group
Ohio
$247K 5,000 – –
AAS
34
Avantax Advisory Services
Texas
$245K 4,961 -248 -5%
SS
35
Sunbelt Securities
Texas
$235K 4,771 +486 +11%
PRI
36
Prepared Retirement Institute
Pennsylvania
$223K 4,527 +72 +2%
SCA
37
Snowden Capital Advisors
New York
$211K 4,264 +51 +1%
KPWS
38
Kestra Private Wealth Services
Texas
$209K 4,212 +4,212 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$205K 4,152 +60 +1%
FIM
40
FWL Investment Management
Texas
$101K 2,053 +2,053 New
FFO
41
Fortitude Family Office
Arizona
$51K 1,034 +16 +2%
PS
42
Principal Securities
Iowa
$45.1K 915 -206 -18%
LFG
43
Larson Financial Group
Missouri
$39.4K 800 – –
TWC
44
TD Waterhouse Canada
Ontario, Canada
$35.2K 716 – –
GWM
45
Geneos Wealth Management
Colorado
$22.6K 458 – –
PWA
46
Provenance Wealth Advisors
Florida
$19.7K 400 – –
NA
47
NewEdge Advisors
Louisiana
$19.7K 399 +155 +64%
LG
48
LAM Group
Oregon
$13.1K 265 +145 +121%
HI
49
Harbour Investments
Wisconsin
$11.1K 225 – –
EWA
50
EverSource Wealth Advisors
Alabama
$9.78K 198 +2 +1%
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