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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

53 hedge funds and large institutions have $72.3M invested in Fidelity High Yield Factor ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
13
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ASN
1
Advisory Services Network
Georgia
$8.64M
2
Jane Street
2
Jane Street
New York
$4.95M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.46M
4
EPW
4
Evergreen Private Wealth
Colorado
$1.91M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.77M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.74M
3
FMP
3
Financial Management Professionals
Texas
$14.1M
4
SFPG
4
Stonebridge Financial Planning Group
Florida
$1.79M
5
SXL
5
Summit X LLC
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
1
Financial Management Professionals
Texas
$14.1M 295,233 -21,290 -7%
LPL Financial
2
LPL Financial
California
$9.59M 200,144 +10,126 +5%
ASN
3
Advisory Services Network
Georgia
$8.64M 180,356 +62,735 +53%
Morgan Stanley
4
Morgan Stanley
New York
$6.46M 134,824 +54,001 +67%
LNC
5
Lincoln National Corp
Pennsylvania
$5.07M 105,886 +2,774 +3%
Jane Street
6
Jane Street
New York
$4.95M 103,213 +61,712 +149%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.74M 98,815 -32,056 -24%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$2.7M 56,305 +3,899 +7%
EPW
9
Evergreen Private Wealth
Colorado
$1.91M 39,900 +39,900 New
SFPG
10
Stonebridge Financial Planning Group
Florida
$1.79M 37,328 -13,111 -26%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.77M 36,859 +36,859 New
Osaic Holdings
12
Osaic Holdings
Arizona
$1.69M 35,248 -9,357 -21%
MA
13
Mutual Advisors
Nebraska
$795K 16,597 -5,897 -26%
KAS
14
Kestra Advisory Services
Texas
$773K 16,123 +7,752 +93%
SVWG
15
Shared Vision Wealth Group
United States
$730K 15,223 +15,223 New
BCA
16
Bay Colony Advisors
Massachusetts
$693K 14,465 -8,768 -38%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$617K 12,871 +417 +3%
SPC
18
Sigma Planning Corp
Michigan
$570K 11,903 -12,125 -50%
Truist Financial
19
Truist Financial
North Carolina
$470K 9,810 – –
OMC
20
Old Mission Capital
Illinois
$405K 8,461 +8,461 New
FTUS
21
Flow Traders U.S.
New York
$356K 7,434 -100 -1%
GJIA
22
Glass Jacobson Investment Advisors
Maryland
$317K 6,614 -4,114 -38%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$293K 6,118 +6,118 New
SCA
24
Snowden Capital Advisors
New York
$291K 6,065 -977 -14%
TSS
25
Two Sigma Securities
New York
$247K 5,148 +5,148 New
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