Fidelity High Yield Factor ETF
FDHY
41 hedge funds and large institutions have $81.2M invested in Fidelity High Yield Factor ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
32% more funds holding
Funds holding: 31 → 41 (+10)
6.2% less ownership
Funds ownership: 33.98% → 27.78% (-6.2%)
9% less capital invested
Capital invested by funds: $89.5M → $81.2M (-$8.31M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$1.65M |
| 2 |
Morgan Stanley
New York
|
+$1.37M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.24M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$914K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$591K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$12.6M |
| 2 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
-$2.55M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$730K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$277K |
FDHY Hedge Fund Activity: Q3 2021 in Review
41 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q3 2021, worth a combined $81.2M — down 9.3% from $89.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FDHY positions and 1 closed out — a net gain of 10 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Chas P. Smith & Associates (CPS), adding an estimated $1.65M. The largest seller was Citadel Advisors, cutting an estimated $12.6M.
- 41 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q3 2021, up from 31 in Q2 2021.
- Funds reported $81.2M of Fidelity High Yield Factor ETF stock for Q3 2021, down 9.3% quarter-over-quarter.
- 11 funds opened new Fidelity High Yield Factor ETF positions in Q3 2021 and 1 closed out, a net change of +10 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q3 2021 was Chas P. Smith & Associates (CPS), an estimated $1.65M added.
- The largest Fidelity High Yield Factor ETF seller in Q3 2021 was Citadel Advisors, an estimated $12.6M sold.
Based on aggregated 13F filings for Q3 2021.