We are live on ! Find out more
FDHY icon

Fidelity High Yield Factor ETF

23 hedge funds and large institutions have $41.7M invested in Fidelity High Yield Factor ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

83% more capital invested

Capital invested by funds: $22.9M → $41.7M (+$18.9M)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

10% more funds holding

Funds holding: 2123 (+2)

5.66% more ownership

Funds ownership: 18.52%24.18% (+5.7%)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
9
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1
Financial Management Professionals
Texas
$16.6M +$16.4M +299,047 New
CW
2
CreativeOne Wealth
Kansas
$7.7M +$2.45M +44,582 +47%
GM
3
GeoWealth Management
Illinois
$3.78M +$314K +5,710 +9%
Citadel Advisors
4
Citadel Advisors
Florida
$2.65M -$1.77M -32,209 -40%
DFG
5
Demars Financial Group
Washington
$2.56M +$2.53M +46,034 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.1M +$122K +2,216 +6%
CCA
7
Childress Capital Advisors
Texas
$1.7M +$2.29M +41,750 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$808K +$387K +7,040 +94%
KAS
9
Kestra Advisory Services
Texas
$774K +$766K +13,939 New
LPL Financial
10
LPL Financial
California
$496K +$149K +2,716 +44%
GP
11
Geneva Partners
Wisconsin
$494K +$6.76K +123 +1%
SAM
12
Secure Asset Management
Michigan
$413K -$84.3K -1,535 -17%
Truist Financial
13
Truist Financial
North Carolina
$264K
CFD
14
Creative Financial Designs
Indiana
$244K +$35.5K +646 +17%
NA
15
NewEdge Advisors
Louisiana
$237K +$234K +4,264 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$217K +$36.5K +664 +21%
TF
17
Trek Financial
Arizona
$216K -$21K -382 -9%
UCFA
18
United Capital Financial Advisors
Texas
$201K +$199K +3,619 New
Osaic Holdings
19
Osaic Holdings
Arizona
$169K -$4.78K -87 -3%
SFS
20
Sowell Financial Services
Arkansas
$33K +$25.2K +458 +327%
Morgan Stanley
21
Morgan Stanley
New York
$32K +$31.1K +567 New
PGAM
22
Princeton Global Asset Management
New Jersey
$14K
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1K +$824 +15 New
Jane Street
24
Jane Street
New York
-$4.05M -75,349 Closed
RWP
25
RWA Wealth Partners
Massachusetts
-$908K -16,912 Closed

FDHY Hedge Fund Activity: Q4 2020 in Review

23 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q4 2020, worth a combined $41.7M — up 83% from $22.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FDHY positions and 6 closed out — a net gain of 2 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Financial Management Professionals, opening a new position worth an estimated $16.4M. The largest seller was Jane Street, exiting entirely with an estimated $4.05M sold.

  • 23 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q4 2020, up from 21 in Q3 2020.
  • Funds reported $41.7M of Fidelity High Yield Factor ETF stock for Q4 2020, up 83% quarter-over-quarter.
  • 8 funds opened new Fidelity High Yield Factor ETF positions in Q4 2020 and 6 closed out, a net change of +2 holders.
  • The largest Fidelity High Yield Factor ETF buyer in Q4 2020 was Financial Management Professionals, an estimated $16.4M added.
  • The largest Fidelity High Yield Factor ETF seller in Q4 2020 was Jane Street, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2020.