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Fidelity High Yield Factor ETF

64 hedge funds and large institutions have $81.1M invested in Fidelity High Yield Factor ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
64
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
26
Bay Colony Advisors
Massachusetts
$500K
Truist Financial
27
Truist Financial
North Carolina
$489K
AWA
28
Arete Wealth Advisors
Illinois
$384K
FF
29
Foronjy Financial
California
$373K
NAS
30
NWF Advisory Services
California
$363K
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$356K
MML Investors Services
32
MML Investors Services
Massachusetts
$348K
JWCA
33
J.W. Cole Advisors
Florida
$318K
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$287K
SVWG
35
Shared Vision Wealth Group
United States
$286K
FA
36
Freestate Advisors
Kansas
$282K
FTS
37
Fifth Third Securities
Ohio
$272K
PRI
38
Prepared Retirement Institute
Pennsylvania
$232K
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$209K
HF
40
HRT Financial
New York
$200K
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$195K
AWM
42
AE Wealth Management
Kansas
$148K
GJIA
43
Glass Jacobson Investment Advisors
Maryland
$86.1K
GSWM
44
Golden State Wealth Management
California
$77.8K
FMP
45
Financial Management Professionals
Texas
$49.4K
LFG
46
Larson Financial Group
Missouri
$48.9K
PS
47
Principal Securities
Iowa
$47.6K
TWC
48
TD Waterhouse Canada
Ontario, Canada
$37.4K
MCM
49
MAI Capital Management
Ohio
$36.4K
GRP
50
Global Retirement Partners
California
$36.2K