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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

58 hedge funds and large institutions have $75.4M invested in Fidelity High Yield Factor ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.19M
2
GCIM
2
Gunn & Company Investment Management
Florida
$2.88M
3
FMP
3
Financial Management Professionals
Texas
$16.8M
4
AWM
4
Axxcess Wealth Management
California
$1.83M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.39M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$813K
3
HIC
3
Hartline Investment Corp
Illinois
$0
4
SFPG
4
Stonebridge Financial Planning Group
Florida
$1.18M
5
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$2.88M
Name Market Value Shares Shares
Change 		Shares
Change %
PGAM
51
Princeton Global Asset Management
New Jersey
$5.3K 111 – –
AWM
52
Avior Wealth Management
Nebraska
$5.11K 107 – –
PFA
53
Pathway Financial Advisers
Indiana
$4.95K 104 -94 -47%
CAS
54
Coppell Advisory Solutions
Texas
$4.73K 99 +99 New
LOIP
55
Live Oak Investment Partners
Texas
– – – –
SWM
56
Spire Wealth Management
Virginia
$3.82K 80 -105 -57%
GRP
57
Global Retirement Partners
California
$1.98K 42 +1 +2%
FFA
58
Frazier Financial Advisors
Ohio
$154 3 – –
Wells Fargo
59
Wells Fargo
California
$44 1 – –
LNC
60
Lincoln National Corp
Pennsylvania
– – -104,367 Closed
HIC
61
Hartline Investment Corp
Illinois
– – -14,425 Closed
CW
62
CreativeOne Wealth
Kansas
– – -7,457 Closed
BRWA
63
B. Riley Wealth Advisors
Florida
– – -4,772 Closed
UBS Group
64
UBS Group
Switzerland
– – -850 Closed
BL
65
BFSG LLC
California
– – -150 Closed
CFD
66
Creative Financial Designs
Indiana
– – -16 Closed
CFGS
67
Concourse Financial Group Securities
Alabama
– – – –
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