Fidelity High Yield Factor ETF
FDHY
14 hedge funds and large institutions have $11.2M invested in Fidelity High Yield Factor ETF in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 0 closing their positions.
40% more funds holding
Funds holding: 10 → 14 (+4)
34% more capital invested
Capital invested by funds: $8.37M → $11.2M (+$2.85M)
0.34% more ownership
Funds ownership: 11.35% → 11.69% (+0.34%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.25M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.02M |
| 3 |
GP
Geneva Partners
Lake Geneva,
Wisconsin
|
+$468K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$162K |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$13.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$78.1K |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$63.1K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$34.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$14.6K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$212 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWP
1
RWA Wealth Partners
Newton,
Massachusetts
| $3.6M | -$63.1K | -1,190 | -2% |
|
|
2
Citadel Advisors
Miami,
Florida
| $2.51M | +$1.25M | +23,558 | +100% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.77M | +$1.02M | +19,324 | +139% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $1.4M | -$78.1K | -1,474 | -5% |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $809K | -$34.2K | -645 | -4% |
|
|
GP
6
Geneva Partners
Lake Geneva,
Wisconsin
| $471K | +$468K | +8,829 | New |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $456K | -$212 | -4 | -0% |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $163K | +$162K | +3,053 | New |
|
|
FANJ
9
Financial Architects (New Jersey)
Marlton,
New Jersey
| $13K | +$13.3K | +250 | New |
|
|
SFS
10
Sowell Financial Services
North Little Rock,
Arkansas
| $7K | – | – | – |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| $6K | +$106 | +2 | +2% |
|
|
CFGS
12
Concourse Financial Group Securities
Birmingham,
Alabama
| $6K | +$5.83K | +110 | New |
|
|
13
UBS Group
Zurich,
Switzerland
| $5K | -$14.6K | -276 | -75% |
|
FDHY Hedge Fund Activity: Q4 2019 in Review
14 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q4 2019, worth a combined $11.2M — up 34% from $8.37M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FDHY positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.25M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $78.1K.
- 14 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q4 2019, up from 10 in Q3 2019.
- Funds reported $11.2M of Fidelity High Yield Factor ETF stock for Q4 2019, up 34% quarter-over-quarter.
- 4 funds opened new Fidelity High Yield Factor ETF positions in Q4 2019 and 0 closed out, a net change of +4 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q4 2019 was Citadel Advisors, an estimated $1.25M added.
- The largest Fidelity High Yield Factor ETF seller in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $78.1K sold.
Based on aggregated 13F filings for Q4 2019.