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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

68 hedge funds and large institutions have $97.3M invested in Fidelity High Yield Factor ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
31
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFS
1
Flavin Financial Services
Florida
$3.56M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.59M
3
LPL Financial
3
LPL Financial
California
$17M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.31M
5
BIS
5
BG Investment Services
Guam
$865K

Top Sellers

1
AWM
1
Axxcess Wealth Management
California
$1.14M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$1.68M
3
Jane Street
3
Jane Street
New York
$250K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$1.23M
5
ASN
5
Advisory Services Network
Georgia
$8.01M
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
1
Financial Management Professionals
Texas
$19.9M 411,846 +17,045 +4%
LPL Financial
2
LPL Financial
California
$17M 352,276 +30,805 +10%
ASN
3
Advisory Services Network
Georgia
$8.01M 165,991 -5,989 -3%
Morgan Stanley
4
Morgan Stanley
New York
$7.85M 162,761 -1,463 -0.9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.31M 110,057 +21,876 +25%
MNBTD
6
Moody National Bank Trust Division
Texas
$4.88M 101,207 +1,898 +2%
FFS
7
Flavin Financial Services
Florida
$3.56M 73,738 +73,738 New
Raymond James Financial
8
Raymond James Financial
Florida
$2.59M 53,698 +53,698 New
EPW
9
Evergreen Private Wealth
Colorado
$2.23M 46,170 +1,098 +2%
OFG
10
OmniStar Financial Group
North Carolina
$2.11M 43,709 +274 +0.6%
KAS
11
Kestra Advisory Services
Texas
$2.01M 41,344 +16,805 +68%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.86M 38,439 +2,811 +8%
CPSAC
13
Chas P. Smith & Associates (CPS)
Florida
$1.68M 34,841 -13,465 -28%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.44M 29,750 +11,611 +64%
D
15
Dentgroup
Louisiana
$1.29M 26,664 +4,097 +18%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.23M 25,450 -7,524 -23%
GLR
17
Great Lakes Retirement
Ohio
$1.17M 24,136 +688 +3%
AWM
18
Axxcess Wealth Management
California
$1.14M 23,649 -14,718 -38%
SPC
19
Sigma Planning Corp
Michigan
$1.09M 22,490 +690 +3%
SFPG
20
Stonebridge Financial Planning Group
Florida
$1.06M 21,931 -1,506 -6%
BIS
21
BG Investment Services
Guam
$865K 17,934 +17,934 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$814K 16,873 +4,408 +35%
BCA
23
Bay Colony Advisors
Massachusetts
$755K 15,645 +1,295 +9%
SS
24
Sunbelt Securities
Texas
$627K 12,997 +8,226 +172%
BCG
25
Breakwater Capital Group
New Jersey
$620K 12,858 +2,784 +28%
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