Fidelity High Yield Factor ETF
FDHY
41 hedge funds and large institutions have $70.2M invested in Fidelity High Yield Factor ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 9 closing their positions.
214% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 7
0% more funds holding
Funds holding: 41 → 41 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
5.36% less ownership
Funds ownership: 27.78% → 22.42% (-5.4%)
14% less capital invested
Capital invested by funds: $81.2M → $70.2M (-$11M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$5.39M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.62M |
| 3 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
+$1.32M |
| 4 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$1.17M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$779K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$16.5M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$965K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$910K |
| 4 |
Jane Street
New York
|
-$901K |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$798K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| – | +$55 | +1 | +100% |
|
FDHY Hedge Fund Activity: Q4 2021 in Review
41 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q4 2021, worth a combined $70.2M — down 14% from $81.2M a quarter earlier.
Fund positioning in FDHY was balanced in Q4 2021: 9 funds opened new positions, 9 closed out, 22 added to existing stakes and 7 trimmed.
The largest buyer was Flow Traders U.S., adding an estimated $5.39M. The largest seller was Financial Management Professionals, cutting an estimated $16.5M.
- 41 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $70.2M of Fidelity High Yield Factor ETF stock for Q4 2021, down 14% quarter-over-quarter.
- 9 funds opened new Fidelity High Yield Factor ETF positions in Q4 2021 and 9 closed out, a net change of 0 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q4 2021 was Flow Traders U.S., an estimated $5.39M added.
- The largest Fidelity High Yield Factor ETF seller in Q4 2021 was Financial Management Professionals, an estimated $16.5M sold.
Based on aggregated 13F filings for Q4 2021.