Fidelity High Yield Factor ETF
FDHY
49 hedge funds and large institutions have $71.8M invested in Fidelity High Yield Factor ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
114% more capital invested
Capital invested by funds: $33.5M → $71.8M (+$38.3M)
32% more funds holding
Funds holding: 37 → 49 (+12)
13.97% more ownership
Funds ownership: 12.75% → 26.72% (+14%)
44% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$28.4M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$4.33M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.7M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.55M |
| 5 |
Jane Street
New York
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
-$615K |
| 2 |
LPL Financial
San Diego,
California
|
-$566K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$464K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$384K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$296K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$384K | -8,689 | Closed |
|
|
BTI
52
Blue Trust Inc
Alpharetta,
Georgia
| – | -$5K | -100 | Closed |
|
|
GWSG
53
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$4K | -91 | Closed |
|
FDHY Hedge Fund Activity: Q4 2022 in Review
49 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q4 2022, worth a combined $71.8M — up 114% from $33.5M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FDHY positions and 3 closed out — a net gain of 13 holders — while 10 added to existing stakes and 18 trimmed.
The largest buyer was Chas P. Smith & Associates (CPS), opening a new position worth an estimated $28.4M. The largest seller was TrustCore Financial Services, cutting an estimated $615K.
- 49 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q4 2022, up from 37 in Q3 2022.
- Funds reported $71.8M of Fidelity High Yield Factor ETF stock for Q4 2022, up 114% quarter-over-quarter.
- 16 funds opened new Fidelity High Yield Factor ETF positions in Q4 2022 and 3 closed out, a net change of +13 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q4 2022 was Chas P. Smith & Associates (CPS), an estimated $28.4M added.
- The largest Fidelity High Yield Factor ETF seller in Q4 2022 was TrustCore Financial Services, an estimated $615K sold.
Based on aggregated 13F filings for Q4 2022.