Fidelity High Yield Factor ETF
FDHY
58 hedge funds and large institutions have $73.8M invested in Fidelity High Yield Factor ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
7% more funds holding
Funds holding: 54 → 58 (+4)
1% more capital invested
Capital invested by funds: $72.7M → $73.8M (+$1.09M)
1.31% less ownership
Funds ownership: 25.72% → 24.41% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$3.45M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.48M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$742K |
| 4 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
+$726K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$711K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.32M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.77M |
| 3 |
Jane Street
New York
|
-$1.63M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$507K |
| 5 |
SVWG
Shared Vision Wealth Group
Carlsbad,
United States
|
-$448K |
FDHY Hedge Fund Activity: Q1 2024 in Review
58 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q1 2024, worth a combined $73.8M — up 1.5% from $72.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FDHY positions and 5 closed out — a net gain of 5 holders — while 23 added to existing stakes and 18 trimmed.
The largest buyer was Chas P. Smith & Associates (CPS), opening a new position worth an estimated $3.45M. The largest seller was Morgan Stanley, cutting an estimated $3.32M.
- 58 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q1 2024, up from 54 in Q4 2023.
- Funds reported $73.8M of Fidelity High Yield Factor ETF stock for Q1 2024, up 1.5% quarter-over-quarter.
- 10 funds opened new Fidelity High Yield Factor ETF positions in Q1 2024 and 5 closed out, a net change of +5 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q1 2024 was Chas P. Smith & Associates (CPS), an estimated $3.45M added.
- The largest Fidelity High Yield Factor ETF seller in Q1 2024 was Morgan Stanley, an estimated $3.32M sold.
Based on aggregated 13F filings for Q1 2024.