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Fidelity High Yield Factor ETF
FDHY

59 hedge funds and large institutions have $75.8M invested in Fidelity High Yield Factor ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 58 → 59 (+1)

3% more capital invested

Capital invested by funds: $73.8M → $75.8M (+$2.03M)

0.22% more ownership

Funds ownership: 24.41% → 24.63% (+0.22%)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$4.35M
2
GCIM
Gunn & Company Investment Management
Florida
+$2.88M
3
FMP
Financial Management Professionals
Texas
+$1.94M
4
AWM
Axxcess Wealth Management
California
+$1.83M
5
KAS
Kestra Advisory Services
Texas
+$711K

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$5.01M
2
Jane Street
Jane Street
New York
-$2.5M
3
HIC
Hartline Investment Corp
Illinois
-$692K
4
SFPG
Stonebridge Financial Planning Group
Florida
-$571K
5
CPSAC
Chas P. Smith & Associates (CPS)
Florida
-$559K
Name Holding Trade Value Shares
Change 		Change in
Stake
LG
51
LAM Group
Oregon
$5.73K +$1.91K +40 +50%
PGAM
52
Princeton Global Asset Management
New Jersey
$5.3K – – –
AWM
53
Avior Wealth Management
Nebraska
$5.11K – – –
PFA
54
Pathway Financial Advisers
Indiana
$4.95K -$4.49K -94 -47%
CAS
55
Coppell Advisory Solutions
Texas
$4.73K +$4.72K +99 New
LOIP
56
Live Oak Investment Partners
Texas
$3.96K – – –
SWM
57
Spire Wealth Management
Virginia
$3.82K -$5.01K -105 -57%
GRP
58
Global Retirement Partners
California
$1.98K +$48 +1 +2%
FFA
59
Frazier Financial Advisors
Ohio
$154 – – –
Wells Fargo
60
Wells Fargo
California
$44 – – –
LNC
61
Lincoln National Corp
Pennsylvania
– -$5.01M -104,367 Closed
HIC
62
Hartline Investment Corp
Illinois
– -$692K -14,425 Closed
CW
63
CreativeOne Wealth
Kansas
– -$358K -7,457 Closed
BRWA
64
B. Riley Wealth Advisors
Florida
– -$219K -4,772 Closed
UBS Group
65
UBS Group
Switzerland
– -$40.8K -850 Closed
BL
66
BFSG LLC
California
– -$7.2K -150 Closed
CFD
67
Creative Financial Designs
Indiana
– -$768 -16 Closed
1 2
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FDHY Hedge Fund Activity: Q2 2024 in Review

59 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q2 2024, worth a combined $75.8M — up 2.7% from $73.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FDHY positions and 7 closed out — a net gain of 1 holder — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $4.35M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $5.01M sold.

  • 59 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q2 2024, up from 58 in Q1 2024.
  • Funds reported $75.8M of Fidelity High Yield Factor ETF stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 8 funds opened new Fidelity High Yield Factor ETF positions in Q2 2024 and 7 closed out, a net change of +1 holder.
  • The largest Fidelity High Yield Factor ETF buyer in Q2 2024 was Osaic Holdings, an estimated $4.35M added.
  • The largest Fidelity High Yield Factor ETF seller in Q2 2024 was Lincoln National Corp, an estimated $5.01M sold.

Based on aggregated 13F filings for Q2 2024.