Fidelity High Yield Factor ETF
FDHY
40 hedge funds and large institutions have $63.8M invested in Fidelity High Yield Factor ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 7 closing their positions.
64% more capital invested
Capital invested by funds: $38.9M → $63.8M (+$24.9M)
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
10.86% more ownership
Funds ownership: 14.01% → 24.87% (+11%)
0% more funds holding
Funds holding: 40 → 40 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$29.4M |
| 2 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
+$3.22M |
| 3 |
Jane Street
New York
|
+$1.26M |
| 4 |
LPL Financial
San Diego,
California
|
+$715K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$671K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
-$4.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.33M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$858K |
| 4 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$571K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$428K |
FDHY Hedge Fund Activity: Q2 2022 in Review
40 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q2 2022, worth a combined $63.8M — up 64% from $38.9M a quarter earlier.
Fund positioning in FDHY was balanced in Q2 2022: 7 funds opened new positions, 7 closed out, 15 added to existing stakes and 11 trimmed.
The largest buyer was Chas P. Smith & Associates (CPS), opening a new position worth an estimated $29.4M. The largest seller was Demars Financial Group, exiting entirely with an estimated $4.3M sold.
- 40 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $63.8M of Fidelity High Yield Factor ETF stock for Q2 2022, up 64% quarter-over-quarter.
- 7 funds opened new Fidelity High Yield Factor ETF positions in Q2 2022 and 7 closed out, a net change of 0 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q2 2022 was Chas P. Smith & Associates (CPS), an estimated $29.4M added.
- The largest Fidelity High Yield Factor ETF seller in Q2 2022 was Demars Financial Group, an estimated $4.3M sold.
Based on aggregated 13F filings for Q2 2022.