Fidelity High Yield Factor ETF
FDHY
37 hedge funds and large institutions have $33.5M invested in Fidelity High Yield Factor ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 9 closing their positions.
8% less funds holding
Funds holding: 40 → 37 (-3)
12.12% less ownership
Funds ownership: 24.87% → 12.75% (-12%)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
47% less capital invested
Capital invested by funds: $63.8M → $33.5M (-$30.3M)
50% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFPG
Stonebridge Financial Planning Group
Orlando,
Florida
|
+$2.39M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.2M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.33M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$764K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$406K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$27.6M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.65M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$2.56M |
| 4 |
Jane Street
New York
|
-$2.17M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$574K |
FDHY Hedge Fund Activity: Q3 2022 in Review
37 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q3 2022, worth a combined $33.5M — down 47% from $63.8M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FDHY and 6 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 8 added.
The largest buyer was Stonebridge Financial Planning Group, opening a new position worth an estimated $2.39M. The largest seller was Chas P. Smith & Associates (CPS), exiting entirely with an estimated $27.6M sold.
- 37 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q3 2022, down from 40 in Q2 2022.
- Funds reported $33.5M of Fidelity High Yield Factor ETF stock for Q3 2022, down 47% quarter-over-quarter.
- 6 funds opened new Fidelity High Yield Factor ETF positions in Q3 2022 and 9 closed out, a net change of -3 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q3 2022 was Stonebridge Financial Planning Group, an estimated $2.39M added.
- The largest Fidelity High Yield Factor ETF seller in Q3 2022 was Chas P. Smith & Associates (CPS), an estimated $27.6M sold.
Based on aggregated 13F filings for Q3 2022.