Fidelity Yield Enhanced Equity ETF
FYEE
6 hedge funds and large institutions have $4.12M invested in Fidelity Yield Enhanced Equity ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
200% more funds holding
Funds holding: 2 → 6 (+4)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
5% less capital invested
Capital invested by funds: $4.34M → $4.12M (-$218K)
10.36% less ownership
Funds ownership: 72.01% → 61.65% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$650K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$440K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$50.1K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
+$4.98K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.84K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Fidelity Investments
Boston,
Massachusetts
| $2.97M | -$1.46M | -54,000 | -33% |
|
|
KPWS
2
Kestra Private Wealth Services
Austin,
Texas
| $642K | +$650K | +24,033 | New |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $435K | +$440K | +16,262 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $66K | +$50.1K | +1,851 | +301% |
|
|
SS
5
Sunbelt Securities
Houston,
Texas
| $4.95K | +$4.98K | +184 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $4.78K | +$4.84K | +179 | New |
|
FYEE Hedge Fund Activity: Q4 2024 in Review
6 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Yield Enhanced Equity ETF (FYEE) for Q4 2024, worth a combined $4.12M — down 5% from $4.34M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FYEE positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Kestra Private Wealth Services, opening a new position worth an estimated $650K. The largest seller was Fidelity Investments, cutting an estimated $1.46M.
- 6 institutional investors held Fidelity Yield Enhanced Equity ETF (FYEE) as of Q4 2024, up from 2 in Q3 2024.
- Funds reported $4.12M of Fidelity Yield Enhanced Equity ETF stock for Q4 2024, down 5% quarter-over-quarter.
- 4 funds opened new Fidelity Yield Enhanced Equity ETF positions in Q4 2024 and 0 closed out, a net change of +4 holders.
- The largest Fidelity Yield Enhanced Equity ETF buyer in Q4 2024 was Kestra Private Wealth Services, an estimated $650K added.
- The largest Fidelity Yield Enhanced Equity ETF seller in Q4 2024 was Fidelity Investments, an estimated $1.46M sold.
Based on aggregated 13F filings for Q4 2024.