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Fidelity High Yield Factor ETF

44 hedge funds and large institutions have $62M invested in Fidelity High Yield Factor ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FMP
1
Financial Management Professionals
Texas
$14.5M 316,523 +316,035 +64,761%
LPL Financial
2
LPL Financial
California
$8.68M 190,018 +48,195 +34%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.98M 130,871 -9,146 -7%
ASN
4
Advisory Services Network
Georgia
$5.38M 117,621 +53,746 +84%
LNC
5
Lincoln National Corp
Pennsylvania
$4.71M 103,112 +4,635 +5%
Morgan Stanley
6
Morgan Stanley
New York
$3.69M 80,823 +2,621 +3%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$2.4M 52,406 -1,863 -3%
SFPG
8
Stonebridge Financial Planning Group
Florida
$2.31M 50,439 -9,275 -16%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.04M 44,605 +19,053 +75%
Jane Street
10
Jane Street
New York
$1.9M 41,501 -27,246 -40%
GCIM
11
Gunn & Company Investment Management
Florida
$1.65M 36,065 +36,065 New
SPC
12
Sigma Planning Corp
Michigan
$1.1M 24,028 -2,940 -11%
BCA
13
Bay Colony Advisors
Massachusetts
$1.06M 23,233 -609 -3%
MA
14
Mutual Advisors
Nebraska
$1.03M 22,494 +22,494 New
SXL
15
Summit X LLC
Missouri
$610K 13,341 -4,470 -25%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$569K 12,454 -196 -2%
GJIA
17
Glass Jacobson Investment Advisors
Maryland
$490K 10,728 -832 -7%
Truist Financial
18
Truist Financial
North Carolina
$448K 9,810 +9,810 New
KAS
19
Kestra Advisory Services
Texas
$383K 8,371 +1,788 +27%
FTUS
20
Flow Traders U.S.
New York
$344K 7,534 -4,000 -35%
SCA
21
Snowden Capital Advisors
New York
$322K 7,042 -115 -2%
AC
22
Apella Capital
Connecticut
$264K 5,786 +11 +0.2%
CFD
23
Creative Financial Designs
Indiana
$255K 5,579 +1,569 +39%
CW
24
CreativeOne Wealth
Kansas
$251K 5,487 -1,190 -18%
MML Investors Services
25
MML Investors Services
Massachusetts
$251K 5,483 +5,483 New