Fidelity High Yield Factor ETF
FDHY
21 hedge funds and large institutions have $22.9M invested in Fidelity High Yield Factor ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
11% more funds holding
Funds holding: 19 → 21 (+2)
10.85% less ownership
Funds ownership: 29.37% → 18.52% (-11%)
28% less capital invested
Capital invested by funds: $31.8M → $22.9M (-$8.92M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.86M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.9M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$910K |
| 4 |
SAM
Secure Asset Management
Troy,
Michigan
|
+$482K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$403K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$14.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.25M |
| 3 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$792K |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$328K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$297K |
FDHY Hedge Fund Activity: Q3 2020 in Review
21 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q3 2020, worth a combined $22.9M — down 28% from $31.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FDHY positions and 5 closed out — a net gain of 2 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was CreativeOne Wealth, adding an estimated $2.86M. The largest seller was Jane Street, cutting an estimated $14.5M.
- 21 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q3 2020, up from 19 in Q2 2020.
- Funds reported $22.9M of Fidelity High Yield Factor ETF stock for Q3 2020, down 28% quarter-over-quarter.
- 7 funds opened new Fidelity High Yield Factor ETF positions in Q3 2020 and 5 closed out, a net change of +2 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q3 2020 was CreativeOne Wealth, an estimated $2.86M added.
- The largest Fidelity High Yield Factor ETF seller in Q3 2020 was Jane Street, an estimated $14.5M sold.
Based on aggregated 13F filings for Q3 2020.