Fidelity High Yield Factor ETF
FDHY
62 hedge funds and large institutions have $89.2M invested in Fidelity High Yield Factor ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 6 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 13
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
18% more capital invested
Capital invested by funds: $75.8M → $89.2M (+$13.3M)
5% more funds holding
Funds holding: 59 → 62 (+3)
1.64% more ownership
Funds ownership: 24.63% → 26.28% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.84M |
| 2 |
MNBTD
Moody National Bank Trust Division
Galveston,
Texas
|
+$4.84M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.08M |
| 4 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$2.12M |
| 5 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.57M |
| 2 |
GCIM
Gunn & Company Investment Management
Jacksonville,
Florida
|
-$2.88M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.2M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$646K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$591K |
FDHY Hedge Fund Activity: Q3 2024 in Review
62 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q3 2024, worth a combined $89.2M — up 18% from $75.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FDHY positions and 6 closed out — a net gain of 3 holders — while 25 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.84M. The largest seller was Osaic Holdings, cutting an estimated $4.57M.
- 62 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q3 2024, up from 59 in Q2 2024.
- Funds reported $89.2M of Fidelity High Yield Factor ETF stock for Q3 2024, up 18% quarter-over-quarter.
- 9 funds opened new Fidelity High Yield Factor ETF positions in Q3 2024 and 6 closed out, a net change of +3 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q3 2024 was Morgan Stanley, an estimated $4.84M added.
- The largest Fidelity High Yield Factor ETF seller in Q3 2024 was Osaic Holdings, an estimated $4.57M sold.
Based on aggregated 13F filings for Q3 2024.