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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

45 hedge funds and large institutions have $73.3M invested in Fidelity High Yield Factor ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
45
Holders Change
-7
Holders Change %
-13.46%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
9
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ASN
1
Advisory Services Network
Georgia
$2.97M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$30.4M
3
GJIA
3
Glass Jacobson Investment Advisors
Maryland
$538K
4
FTUS
4
Flow Traders U.S.
New York
$537K
5
AC
5
Apella Capital
Connecticut
$269K

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$0
2
Jane Street
2
Jane Street
New York
$3.2M
3
LPL Financial
3
LPL Financial
California
$6.6M
4
OMC
4
Old Mission Capital
Illinois
$0
5
IA
5
IFP Advisors
Florida
$858K
Name Market Value Shares Shares
Change 		Shares
Change %
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$30.4M 653,081 +19,699 +3%
LPL Financial
2
LPL Financial
California
$6.6M 141,823 -27,781 -16%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.51M 140,017 -13,814 -9%
LNC
4
Lincoln National Corp
Pennsylvania
$4.58M 98,477 -9,052 -8%
Morgan Stanley
5
Morgan Stanley
New York
$3.64M 78,202 -2,763 -3%
Jane Street
6
Jane Street
New York
$3.2M 68,747 -38,275 -36%
ASN
7
Advisory Services Network
Georgia
$2.97M 63,875 +52,828 +478%
SFPG
8
Stonebridge Financial Planning Group
Florida
$2.78M 59,714 -15,235 -20%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$2.52M 54,269 +1,263 +2%
SPC
10
Sigma Planning Corp
Michigan
$1.25M 26,968 -407 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.19M 25,552 -2,171 -8%
BCA
12
Bay Colony Advisors
Massachusetts
$1.11M 23,842 +2,513 +12%
IA
13
IFP Advisors
Florida
$858K 18,441 -16,476 -47%
SXL
14
Summit X LLC
Missouri
$829K 17,811 -781 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$589K 12,650 -243 -2%
GJIA
16
Glass Jacobson Investment Advisors
Maryland
$538K 11,560 +11,560 New
FTUS
17
Flow Traders U.S.
New York
$537K 11,534 +11,534 New
SCA
18
Snowden Capital Advisors
New York
$333K 7,157 -81 -1%
CW
19
CreativeOne Wealth
Kansas
$311K 6,677 -395 -6%
KAS
20
Kestra Advisory Services
Texas
$306K 6,583 +220 +3%
AC
21
Apella Capital
Connecticut
$269K 5,775 +5,775 New
CIBC World Market
22
CIBC World Market
Ontario, Canada
$246K 5,295 – –
PAG
23
Private Advisor Group
New Jersey
$235K 5,025 +176 +4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$224K 4,817 -926 -16%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$220K 4,730 – –
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