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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

58 hedge funds and large institutions have $75.4M invested in Fidelity High Yield Factor ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.19M
2
GCIM
2
Gunn & Company Investment Management
Florida
$2.88M
3
FMP
3
Financial Management Professionals
Texas
$16.8M
4
AWM
4
Axxcess Wealth Management
California
$1.83M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.39M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$813K
3
HIC
3
Hartline Investment Corp
Illinois
$0
4
SFPG
4
Stonebridge Financial Planning Group
Florida
$1.18M
5
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$2.88M
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
1
Financial Management Professionals
Texas
$16.8M 351,296 +40,570 +13%
LPL Financial
2
LPL Financial
California
$11.4M 237,597 +6,625 +3%
ASN
3
Advisory Services Network
Georgia
$8.22M 171,980 -4,291 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.19M 129,462 +91,047 +237%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.39M 112,906 +14,024 +14%
Morgan Stanley
6
Morgan Stanley
New York
$3.1M 64,827 -688 -1%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$2.88M 60,306 -11,707 -16%
GCIM
8
Gunn & Company Investment Management
Florida
$2.88M 60,306 +60,306 New
EPW
9
Evergreen Private Wealth
Colorado
$2.13M 44,553 -448 -1%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$1.95M 40,870 -4,846 -11%
AWM
11
Axxcess Wealth Management
California
$1.83M 38,313 +38,313 New
SFPG
12
Stonebridge Financial Planning Group
Florida
$1.18M 24,709 -11,973 -33%
KAS
13
Kestra Advisory Services
Texas
$1.14M 37,796 +14,903 +65%
SPC
14
Sigma Planning Corp
Michigan
$1.02M 21,396 -4,081 -16%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$938K 19,627 +4,793 +32%
OFG
16
OmniStar Financial Group
North Carolina
$829K 17,344 +2,198 +15%
Jane Street
17
Jane Street
New York
$813K 17,015 -52,274 -75%
BCA
18
Bay Colony Advisors
Massachusetts
$684K 14,320 -105 -0.7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$645K 13,498 +1,255 +10%
MA
20
Mutual Advisors
Nebraska
$591K 12,201 -4,348 -26%
Truist Financial
21
Truist Financial
North Carolina
$469K 9,810 – –
BCG
22
Breakwater Capital Group
New Jersey
$427K 8,942 +2,327 +35%
UAG
23
United Advisor Group
Ohio
$349K 7,303 +7,303 New
GJIA
24
Glass Jacobson Investment Advisors
Maryland
$305K 6,374 -694 -10%
SVWG
25
Shared Vision Wealth Group
United States
$280K 5,869 – –
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