Fidelity High Yield Factor ETF
FDHY
54 hedge funds and large institutions have $72.7M invested in Fidelity High Yield Factor ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
20% more funds holding
Funds holding: 45 → 54 (+9)
17% more capital invested
Capital invested by funds: $62.4M → $72.7M (+$10.3M)
3.87% more ownership
Funds ownership: 21.85% → 25.72% (+3.9%)
28% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.91M |
| 2 |
Jane Street
New York
|
+$2.86M |
| 3 |
Morgan Stanley
New York
|
+$2.5M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.71M |
| 5 |
LPL Financial
San Diego,
California
|
+$469K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCIM
Gunn & Company Investment Management
Jacksonville,
Florida
|
-$1.65M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.48M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$986K |
| 4 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
-$610K |
| 5 |
SFPG
Stonebridge Financial Planning Group
Orlando,
Florida
|
-$607K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $1.94K | – | – | – |
|
|
CFD
52
Creative Financial Designs
Kokomo,
Indiana
| $1.39K | -$257K | -5,550 | -99% |
|
|
CAS
53
Coppell Advisory Solutions
Coppell,
Texas
| $479 | +$463 | +10 | New |
|
|
FFA
54
Frazier Financial Advisors
Columbus,
Ohio
| $465 | +$463 | +10 | New |
|
55
Fidelity Investments
Boston,
Massachusetts
| $144 | -$138K | -2,974 | -100% |
|
56
Wells Fargo
San Francisco,
California
| $3 | – | – | – |
|
|
GCIM
57
Gunn & Company Investment Management
Jacksonville,
Florida
| – | -$1.65M | -36,065 | Closed |
|
|
SXL
58
Summit X LLC
Chesterfield,
Missouri
| – | -$610K | -13,341 | Closed |
|
|
PAG
59
Private Advisor Group
Morristown,
New Jersey
| – | -$243K | -5,323 | Closed |
|
|
BRWA
60
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$219K | -4,772 | Closed |
|
61
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7.54K | -165 | Closed |
|
|
GM
62
GeoWealth Management
Chicago,
Illinois
| – | -$6K | -142 | Closed |
|
FDHY Hedge Fund Activity: Q4 2023 in Review
54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q4 2023, worth a combined $72.7M — up 17% from $62.4M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FDHY positions and 6 closed out — a net gain of 9 holders — while 13 added to existing stakes and 18 trimmed.
The largest buyer was Advisory Services Network, adding an estimated $2.91M. The largest seller was Gunn & Company Investment Management, exiting entirely with an estimated $1.65M sold.
- 54 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q4 2023, up from 45 in Q3 2023.
- Funds reported $72.7M of Fidelity High Yield Factor ETF stock for Q4 2023, up 17% quarter-over-quarter.
- 15 funds opened new Fidelity High Yield Factor ETF positions in Q4 2023 and 6 closed out, a net change of +9 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q4 2023 was Advisory Services Network, an estimated $2.91M added.
- The largest Fidelity High Yield Factor ETF seller in Q4 2023 was Gunn & Company Investment Management, an estimated $1.65M sold.
Based on aggregated 13F filings for Q4 2023.