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Fidelity High Yield Factor ETF

57 hedge funds and large institutions have $73.4M 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, 17 reducing their positions, and 5 closing their positions.

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
23
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FMP
1
Financial Management Professionals
Texas
$14.9M 310,726 +15,493 +5%
LPL Financial
2
LPL Financial
California
$11.1M 230,972 +30,828 +15%
ASN
3
Advisory Services Network
Georgia
$8.46M 176,271 -4,085 -2%
LNC
4
Lincoln National Corp
Pennsylvania
$5.01M 104,367 -1,519 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.75M 98,882 +67 +0.1%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$3.46M 72,013 +72,013 New
Jane Street
7
Jane Street
New York
$3.33M 69,289 -33,924 -33%
Morgan Stanley
8
Morgan Stanley
New York
$3.14M 65,515 -69,309 -51%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$2.19M 45,716 -10,589 -19%
EPW
10
Evergreen Private Wealth
Colorado
$2.16M 45,001 +5,101 +13%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.85M 38,415 +3,167 +9%
SFPG
12
Stonebridge Financial Planning Group
Florida
$1.76M 36,682 -646 -2%
SPC
13
Sigma Planning Corp
Michigan
$1.22M 25,477 +13,574 +114%
KAS
14
Kestra Advisory Services
Texas
$1.1M 22,893 +6,770 +42%
MA
15
Mutual Advisors
Nebraska
$794K 16,549 -48 -0.3%
OFG
16
OmniStar Financial Group
North Carolina
$727K 15,146 +15,146 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$712K 14,834 +14,834 New
BCA
18
Bay Colony Advisors
Massachusetts
$692K 14,425 -40 -0.3%
HIC
19
Hartline Investment Corp
Illinois
$692K 14,425 +14,425 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$588K 12,243 -628 -5%
Truist Financial
21
Truist Financial
North Carolina
$471K 9,810
CW
22
CreativeOne Wealth
Kansas
$358K 7,457 +2,655 +55%
GJIA
23
Glass Jacobson Investment Advisors
Maryland
$339K 7,068 +454 +7%
BCG
24
Breakwater Capital Group
New Jersey
$318K 6,615 +6,615 New
SVWG
25
Shared Vision Wealth Group
United States
$282K 5,869 -9,354 -61%