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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

61 hedge funds and large institutions have $88.7M invested in Fidelity High Yield Factor ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
25
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.1M
2
MNBTD
2
Moody National Bank Trust Division
Texas
$4.9M
3
LPL Financial
3
LPL Financial
California
$15.9M
4
FMP
4
Financial Management Professionals
Texas
$19.5M
5
OFG
5
OmniStar Financial Group
North Carolina
$2.15M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.76M
2
GCIM
2
Gunn & Company Investment Management
Florida
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.35M
4
KAS
4
Kestra Advisory Services
Texas
$1.21M
5
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$2.38M
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
1
Financial Management Professionals
Texas
$19.5M 394,801 +43,505 +12%
LPL Financial
2
LPL Financial
California
$15.9M 321,471 +83,874 +35%
ASN
3
Advisory Services Network
Georgia
$8.22M 171,980 – –
Morgan Stanley
4
Morgan Stanley
New York
$8.1M 164,224 +99,397 +153%
MNBTD
5
Moody National Bank Trust Division
Texas
$4.9M 99,309 +99,309 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.35M 88,181 -24,725 -22%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$2.38M 48,306 -12,000 -20%
EPW
8
Evergreen Private Wealth
Colorado
$2.22M 45,072 +519 +1%
OFG
9
OmniStar Financial Group
North Carolina
$2.15M 43,435 +26,091 +150%
AWM
10
Axxcess Wealth Management
California
$1.89M 38,367 +54 +0.1%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.76M 35,628 -93,834 -72%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$1.63M 32,974 -7,896 -19%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.5M 30,378 +10,751 +55%
KAS
14
Kestra Advisory Services
Texas
$1.21M 24,539 -13,257 -35%
GLR
15
Great Lakes Retirement
Ohio
$1.16M 23,448 +23,448 New
SFPG
16
Stonebridge Financial Planning Group
Florida
$1.16M 23,437 -1,272 -5%
D
17
Dentgroup
Louisiana
$1.11M 22,567 +22,567 New
SPC
18
Sigma Planning Corp
Michigan
$1.07M 21,800 +404 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$894K 18,139 +4,641 +34%
Jane Street
20
Jane Street
New York
$830K 16,838 -177 -1%
BCA
21
Bay Colony Advisors
Massachusetts
$708K 14,350 +30 +0.2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$615K 12,465 +10,080 +423%
BCG
23
Breakwater Capital Group
New Jersey
$497K 10,074 +1,132 +13%
Truist Financial
24
Truist Financial
North Carolina
$484K 9,810 – –
CIBC World Market
25
CIBC World Market
Ontario, Canada
$475K 9,635 +4,360 +83%
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