Fidelity High Yield Factor ETF
FDHY
45 hedge funds and large institutions have $62.4M invested in Fidelity High Yield Factor ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 9 closing their positions.
0% more funds holding
Funds holding: 45 → 45 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
5.53% less ownership
Funds ownership: 27.38% → 21.85% (-5.5%)
15% less capital invested
Capital invested by funds: $73.3M → $62.4M (-$10.8M)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$14.7M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.24M |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.04M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$885K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$30.4M |
| 2 |
Jane Street
New York
|
-$1.27M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$858K |
| 4 |
SFPG
Stonebridge Financial Planning Group
Orlando,
Florida
|
-$431K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$425K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Mariner
Overland Park,
Kansas
| – | -$216K | -4,645 | Closed |
|
52
UBS Group
Zurich,
Switzerland
| – | -$109K | -2,335 | Closed |
|
|
KM
53
Kalos Management
Alpharetta,
Georgia
| – | -$4.75K | -102 | Closed |
|
|
TFM
54
TFC Financial Management
Boston,
Massachusetts
| – | -$1.12K | -24 | Closed |
|
|
APC
55
Aspire Private Capital
Cornelius,
North Carolina
| – | -$605 | -13 | Closed |
|
|
CAS
56
Coppell Advisory Solutions
Coppell,
Texas
| – | -$462 | -10 | Closed |
|
FDHY Hedge Fund Activity: Q3 2023 in Review
45 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q3 2023, worth a combined $62.4M — down 15% from $73.3M a quarter earlier.
Fund positioning in FDHY was balanced in Q3 2023: 9 funds opened new positions, 9 closed out, 13 added to existing stakes and 16 trimmed.
The largest buyer was Financial Management Professionals, adding an estimated $14.7M. The largest seller was Chas P. Smith & Associates (CPS), exiting entirely with an estimated $30.4M sold.
- 45 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $62.4M of Fidelity High Yield Factor ETF stock for Q3 2023, down 15% quarter-over-quarter.
- 9 funds opened new Fidelity High Yield Factor ETF positions in Q3 2023 and 9 closed out, a net change of 0 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q3 2023 was Financial Management Professionals, an estimated $14.7M added.
- The largest Fidelity High Yield Factor ETF seller in Q3 2023 was Chas P. Smith & Associates (CPS), an estimated $30.4M sold.
Based on aggregated 13F filings for Q3 2023.