Fidelity High Yield Factor ETF
FDHY
8 hedge funds and large institutions have $8.67M invested in Fidelity High Yield Factor ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
393% more capital invested
Capital invested by funds: $1.76M → $8.67M (+$6.91M)
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
60% more funds holding
Funds holding: 5 → 8 (+3)
8.93% more ownership
Funds ownership: 6.9% → 15.83% (+8.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$3.56M |
| 2 |
Jane Street
New York
|
+$1.46M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$837K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$790K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$228K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$102K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWP
1
RWA Wealth Partners
Newton,
Massachusetts
| $3.61M | +$3.56M | +69,138 | New |
|
|
2
Jane Street
New York
| $1.48M | +$1.46M | +28,396 | New |
|
3
Citadel Advisors
Miami,
Florida
| $1.29M | +$3.65K | +71 | +0.3% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $875K | +$790K | +15,363 | +1,092% |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $849K | +$837K | +16,279 | New |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $290K | +$228K | +4,436 | +386% |
|
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $277K | -$102K | -1,985 | -27% |
|
|
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| $6K | +$5.66K | +110 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$3K | -49 | Closed |
|
FDHY Hedge Fund Activity: Q2 2019 in Review
8 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q2 2019, worth a combined $8.67M — up 393% from $1.76M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FDHY positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $3.56M. The largest seller was Commonwealth Equity Services, cutting an estimated $102K.
- 8 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q2 2019, up from 5 in Q1 2019.
- Funds reported $8.67M of Fidelity High Yield Factor ETF stock for Q2 2019, up 393% quarter-over-quarter.
- 4 funds opened new Fidelity High Yield Factor ETF positions in Q2 2019 and 1 closed out, a net change of +3 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q2 2019 was RWA Wealth Partners, an estimated $3.56M added.
- The largest Fidelity High Yield Factor ETF seller in Q2 2019 was Commonwealth Equity Services, an estimated $102K sold.
Based on aggregated 13F filings for Q2 2019.