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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

61 hedge funds and large institutions have $88.7M 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.

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
25
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.1M
2
MNBTD
2
Moody National Bank Trust Division
Texas
$4.9M
3
LPL Financial
3
LPL Financial
California
$15.9M
4
FMP
4
Financial Management Professionals
Texas
$19.5M
5
OFG
5
OmniStar Financial Group
North Carolina
$2.15M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.76M
2
GCIM
2
Gunn & Company Investment Management
Florida
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.35M
4
KAS
4
Kestra Advisory Services
Texas
$1.21M
5
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$2.38M
Name Market Value Shares Shares
Change 		Shares
Change %
NS
51
NBC Securities
Alabama
$9K 200 – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$8.3K 168 -2,738 -94%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$8.07K 165 +165 New
AWM
54
Avior Wealth Management
Nebraska
$5.28K 107 – –
GM
55
GeoWealth Management
Illinois
$5.26K 107 +107 New
PFA
56
Pathway Financial Advisers
Indiana
$5.2K 105 +1 +1%
CAS
57
Coppell Advisory Solutions
Texas
$4.38K 89 -10 -10%
LOIP
58
Live Oak Investment Partners
Texas
– – – –
SWM
59
Spire Wealth Management
Virginia
$3.95K 80 – –
GRP
60
Global Retirement Partners
California
$2.08K 42 – –
TCM
61
Tradewinds Capital Management
Washington
$360 7 +7 New
FFA
62
Frazier Financial Advisors
Ohio
$161 3 – –
Wells Fargo
63
Wells Fargo
California
– – -1 Closed
GCIM
64
Gunn & Company Investment Management
Florida
– – -60,306 Closed
MA
65
Mutual Advisors
Nebraska
– – -12,201 Closed
AC
66
Apella Capital
Connecticut
– – -4,202 Closed
SPIA
67
Steward Partners Investment Advisory
New York
– – -180 Closed
PGAM
68
Princeton Global Asset Management
New Jersey
– – -111 Closed
CFGS
69
Concourse Financial Group Securities
Alabama
– – – –
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