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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

68 hedge funds and large institutions have $97.3M invested in Fidelity High Yield Factor ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
31
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFS
1
Flavin Financial Services
Florida
$3.56M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.59M
3
LPL Financial
3
LPL Financial
California
$17M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.31M
5
BIS
5
BG Investment Services
Guam
$865K

Top Sellers

1
AWM
1
Axxcess Wealth Management
California
$1.14M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$1.68M
3
Jane Street
3
Jane Street
New York
$250K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$1.23M
5
ASN
5
Advisory Services Network
Georgia
$8.01M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
26
CIBC World Market
Ontario, Canada
$524K 10,850 +1,215 +13%
Truist Financial
27
Truist Financial
North Carolina
$473K 9,810 – –
NAS
28
NWF Advisory Services
California
$455K 9,379 +9,379 New
AAS
29
Avantax Advisory Services
Texas
$427K 8,855 +3,894 +78%
MML Investors Services
30
MML Investors Services
Massachusetts
$321K 6,651 +611 +10%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$286K 5,937 -185 -3%
SVWG
32
Shared Vision Wealth Group
United States
$283K 5,869 – –
FA
33
Freestate Advisors
Kansas
$282K 5,854 +59 +1%
Creative Planning
34
Creative Planning
Kansas
$277K 5,745 +5,745 New
UAG
35
United Advisor Group
Ohio
$260K 5,383 -1,571 -23%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$251K 5,201 -17 -0.3%
Jane Street
37
Jane Street
New York
$250K 5,179 -11,659 -69%
QCG
38
Quadrant Capital Group
Ohio
$241K 5,000 – –
GJIA
39
Glass Jacobson Investment Advisors
Maryland
$230K 4,762 -1,447 -23%
PRI
40
Prepared Retirement Institute
Pennsylvania
$222K 4,598 +71 +2%
SCA
41
Snowden Capital Advisors
New York
$208K 4,286 +22 +0.5%
KPWS
42
Kestra Private Wealth Services
Texas
$206K 4,278 +66 +2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$200K 4,163 +11 +0.3%
AWM
44
AE Wealth Management
Kansas
$151K 3,135 +3,135 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$119K 2,459 +2,291 +1,364%
CP
46
Castleview Partners
Texas
$98.6K 2,037 +2,037 New
FIM
47
FWL Investment Management
Texas
$84K 1,740 -313 -15%
FFO
48
Fortitude Family Office
Arizona
$50.7K 1,050 +16 +2%
PS
49
Principal Securities
Iowa
$44.6K 924 +9 +1%
LFG
50
Larson Financial Group
Missouri
$38.6K 800 – –
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2
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