FDHY icon

Fidelity High Yield Factor ETF

49 hedge funds and large institutions have $71.8M invested in Fidelity High Yield Factor ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
49
Holders Change
+12
Holders Change %
+32.43%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
10
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$28.6M 620,754 +620,754 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.65M 166,378 +37,021 +29%
LPL Financial
3
LPL Financial
California
$4.36M 94,714 -12,351 -12%
LNC
4
Lincoln National Corp
Pennsylvania
$4.35M 94,566 +94,566 New
Morgan Stanley
5
Morgan Stanley
New York
$3.62M 78,646 +6,109 +8%
SFPG
6
Stonebridge Financial Planning Group
Florida
$2.75M 59,690 +8,570 +17%
Jane Street
7
Jane Street
New York
$2.57M 55,924 +22,697 +68%
TFS
8
TrustCore Financial Services
Tennessee
$2.51M 54,620 -13,414 -20%
FIA
9
Foundations Investment Advisors
Arizona
$1.8M 39,187 +10,932 +39%
OMC
10
Old Mission Capital
Illinois
$1.56M 33,833 +33,833 New
SPC
11
Sigma Planning Corp
Michigan
$1.24M 26,976 +3,213 +14%
PAG
12
Private Advisor Group
New Jersey
$1.24M 27,014 -1,403 -5%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.22M 26,574 -6,453 -20%
SXL
14
Summit X LLC
Missouri
$1.12M 24,599 +3,244 +15%
BCA
15
Bay Colony Advisors
Massachusetts
$1M 21,811 -340 -2%
GM
16
GeoWealth Management
Illinois
$972K 21,129 -10,123 -32%
GJIA
17
Glass Jacobson Investment Advisors
Maryland
$710K 15,428 +15,428 New
NL
18
NWAM LLC
Washington
$587K 12,772 +12,772 New
ASN
19
Advisory Services Network
Georgia
$477K 10,365 -458 -4%
KAS
20
Kestra Advisory Services
Texas
$472K 10,271 -2,459 -19%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$460K 10,001 -1,663 -14%
CW
22
CreativeOne Wealth
Kansas
$385K 8,370 -2,491 -23%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$373K 8,103 -4,082 -34%
SCA
24
Snowden Capital Advisors
New York
$330K 7,185 +78 +1%
AC
25
Apella Capital
Connecticut
$294K 6,394 -656 -9%