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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

68 hedge funds and large institutions have $97.3M invested in Fidelity High Yield Factor ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
31
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFS
1
Flavin Financial Services
Florida
$3.56M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.59M
3
LPL Financial
3
LPL Financial
California
$17M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.31M
5
BIS
5
BG Investment Services
Guam
$865K

Top Sellers

1
AWM
1
Axxcess Wealth Management
California
$1.14M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$1.68M
3
Jane Street
3
Jane Street
New York
$250K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$1.23M
5
ASN
5
Advisory Services Network
Georgia
$8.01M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
51
MAI Capital Management
Ohio
$37.3K 774 +774 New
GRP
52
Global Retirement Partners
California
$35.5K 736 +694 +1,652%
TWC
53
TD Waterhouse Canada
Ontario, Canada
$34.5K 716 – –
GSWM
54
Golden State Wealth Management
California
$30.7K 636 +636 New
NA
55
NewEdge Advisors
Louisiana
$19.4K 401 +2 +0.5%
PWA
56
Provenance Wealth Advisors
Florida
$19.3K 400 – –
LG
57
LAM Group
Oregon
$12.8K 265 – –
HI
58
Harbour Investments
Wisconsin
$10.9K 225 – –
EWA
59
EverSource Wealth Advisors
Alabama
$9.7K 201 +3 +2%
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$7.96K 165 – –
AWM
61
Avior Wealth Management
Nebraska
$5.16K 107 – –
CAS
62
Coppell Advisory Solutions
Texas
$4.29K 89 – –
LOIP
63
Live Oak Investment Partners
Texas
– – – –
SWM
64
Spire Wealth Management
Virginia
$3.86K 80 – –
GM
65
GeoWealth Management
Illinois
$3.31K 69 -38 -36%
UBS Group
66
UBS Group
Switzerland
$1.21K 25 +25 New
TCM
67
Tradewinds Capital Management
Washington
$365 8 +1 +14%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$145 3 +3 New
FFA
69
Frazier Financial Advisors
Ohio
$54 1 -2 -67%
Wells Fargo
70
Wells Fargo
California
– – – –
GWM
71
Geneos Wealth Management
Colorado
– – -458 Closed
NS
72
NBC Securities
Alabama
– – -200 Closed
PFA
73
Pathway Financial Advisers
Indiana
– – -105 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
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