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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

52 hedge funds and large institutions have $73.4M invested in Fidelity High Yield Factor ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
18
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$8.01M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$2.5M
3
Jane Street
3
Jane Street
New York
$5.05M
4
IA
4
IFP Advisors
Florida
$1.76M
5
MA
5
Mutual Advisors
Nebraska
$755K

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$229K
2
OMC
2
Old Mission Capital
Illinois
$818K
3
GM
3
GeoWealth Management
Illinois
$323K
4
SXL
4
Summit X LLC
Missouri
$878K
5
KAS
5
Kestra Advisory Services
Texas
$300K
Name Market Value Shares Shares
Change 		Shares
Change %
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$29.9M 633,382 +12,628 +2%
LPL Financial
2
LPL Financial
California
$8.01M 169,604 +74,890 +79%
LNC
3
Lincoln National Corp
Pennsylvania
$5.08M 107,529 +12,963 +14%
Jane Street
4
Jane Street
New York
$5.05M 107,022 +51,098 +91%
Morgan Stanley
5
Morgan Stanley
New York
$3.82M 80,965 +2,319 +3%
SFPG
6
Stonebridge Financial Planning Group
Florida
$3.54M 74,949 +15,259 +26%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$2.5M 53,006 +53,006 New
FIA
8
Foundations Investment Advisors
Arizona
$2M 42,420 +3,233 +8%
IA
9
IFP Advisors
Florida
$1.76M 34,917 +34,917 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.31M 27,723 +1,149 +4%
SPC
11
Sigma Planning Corp
Michigan
$1.29M 27,375 +399 +1%
BCA
12
Bay Colony Advisors
Massachusetts
$994K 21,329 -482 -2%
SXL
13
Summit X LLC
Missouri
$878K 18,592 -6,007 -24%
OMC
14
Old Mission Capital
Illinois
$818K 17,334 -16,499 -49%
MA
15
Mutual Advisors
Nebraska
$755K 15,991 +15,991 New
NL
16
NWAM LLC
Washington
$719K 15,223 +2,451 +19%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$609K 12,893 +2,892 +29%
ASN
18
Advisory Services Network
Georgia
$522K 11,047 +682 +7%
SCA
19
Snowden Capital Advisors
New York
$342K 7,238 +53 +0.7%
CW
20
CreativeOne Wealth
Kansas
$334K 7,072 -1,298 -16%
GM
21
GeoWealth Management
Illinois
$323K 6,878 -14,251 -67%
KPWS
22
Kestra Private Wealth Services
Texas
$307K 6,494 +6,494 New
KAS
23
Kestra Advisory Services
Texas
$300K 6,363 -3,908 -38%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$271K 5,743 -2,360 -29%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$250K 5,295 – –
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