Fidelity High Yield Factor ETF
FDHY
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 10 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
129% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 14
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
10% more funds holding
Funds holding: 62 → 68 (+6)
9% more capital invested
Capital invested by funds: $89.2M → $97.3M (+$8.11M)
0.59% more ownership
Funds ownership: 26.28% → 26.87% (+0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.5M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.07M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$832K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$821K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$567K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$719K |
| 2 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$657K |
| 3 |
Jane Street
New York
|
-$569K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$367K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$292K |
FDHY Hedge Fund Activity: Q4 2024 in Review
68 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q4 2024, worth a combined $97.3M — up 9.1% from $89.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FDHY positions and 3 closed out — a net gain of 7 holders — while 32 added to existing stakes and 14 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.5M. The largest seller was Axxcess Wealth Management, cutting an estimated $719K.
- 68 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q4 2024, up from 62 in Q3 2024.
- Funds reported $97.3M of Fidelity High Yield Factor ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
- 10 funds opened new Fidelity High Yield Factor ETF positions in Q4 2024 and 3 closed out, a net change of +7 holders.
- The largest Fidelity High Yield Factor ETF buyer in Q4 2024 was LPL Financial, an estimated $1.5M added.
- The largest Fidelity High Yield Factor ETF seller in Q4 2024 was Axxcess Wealth Management, an estimated $719K sold.
Based on aggregated 13F filings for Q4 2024.