Who Owns FDHY?
FIDELITY ENHANCED HIGH YIELD ETF — Institutional Ownership & 13F Holdings
$49.02
-0.35 (-0.71%)
Market Cap
$506.1M
Shares Outstanding
10,300,175
Institutional Holders
61
Total Inst. Value
$46.4M
% of Float Held
—
QoQ Holder Change
+19
Institutional data as of Q1 2025
New Positions
11
Closed Positions
12
Increased
25
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Advisory Services Network, LLC | $7.9M | 165,241 |
| 2 | Flavin Financial Services, Inc.New | $3.7M | 77,504 |
| 3 | Cambridge Investment Research Advisors, Inc. | $3.0M | 63,349 |
| 4 | RAYMOND JAMES FINANCIAL INC | $2.9M | 60,778 |
| 5 | MORGAN STANLEY | $2.8M | 58,623 |
| 6 | Dentgroup LLCNew | $2.3M | 47,572 |
| 7 | Evergreen Private Wealth LLC | $2.3M | 46,999 |
| 8 | OmniStar Financial Group, Inc. | $2.0M | 42,240 |
| 9 | OSAIC HOLDINGS, INC. | $2.0M | 41,940 |
| 10 | JPMORGAN CHASE & CO | $1.8M | 37,787 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Flavin Financial Services, Inc.New | +78K | $3.7M |
| Cambridge Investment Research Advisors, Inc. | +34K | $3.0M |
| RAYMOND JAMES FINANCIAL INC | +7K | $2.9M |
| Dentgroup LLCNew | +48K | $2.3M |
| Evergreen Private Wealth LLC | +829 | $2.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Financial Management Professionals, Inc. | -411K | $49K |
| MORGAN STANLEY | -104K | $2.8M |
| Sunbelt Securities, Inc. | -6K | $317K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | -5K | $527K |
| CAPTRUST FINANCIAL ADVISORS | -2K | $1K |
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Frequently Asked Questions
How many institutional investors hold FDHY?
As of Q1 2025, 61 institutional investors report holding FDHY (FIDELITY ENHANCED HIGH YIELD ETF) in their 13F filings.
Which hedge fund owns the most FDHY?
The largest institutional holder of FDHY is Advisory Services Network, LLC with $7.9M in shares.
Are institutions buying or selling FDHY?
This quarter, 11 institutions opened new positions in FDHY and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.