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Fidelity High Yield Factor ETF

73 hedge funds and large institutions have $124M invested in Fidelity High Yield Factor ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $116M → $124M (+$8.36M)

0% more funds holding

Funds holding: 7373 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.86% less ownership

Funds ownership: 25.25%24.4% (-0.86%)

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
32
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$754K +$212K +4,301 +38%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$751K +$295 +6 +0%
SFPG
28
Stonebridge Financial Planning Group
Florida
$670K -$113K -2,289 -14%
TFP
29
Townsend Financial Planning
Kentucky
$631K +$640K +12,991 New
BCG
30
Breakwater Capital Group
New Jersey
$603K +$47.1K +956 +8%
MML Investors Services
31
MML Investors Services
Massachusetts
$573K +$67.7K +1,374 +13%
CIBC World Market
32
CIBC World Market
Ontario, Canada
$570K -$6.16K -125 -1%
KPWS
33
Kestra Private Wealth Services
Texas
$522K +$13K +263 +3%
Citadel Advisors
34
Citadel Advisors
Florida
$503K +$511K +10,370 New
Truist Financial
35
Truist Financial
North Carolina
$476K
BCA
36
Bay Colony Advisors
Massachusetts
$471K -$30.8K -626 -6%
FF
37
Foronjy Financial
California
$426K +$2.41K +49 +0.6%
NAS
38
NWF Advisory Services
California
$402K
S
39
Storgate
Texas
$329K
FA
40
Freestate Advisors
Kansas
$292K +$6.35K +129 +2%
SVWG
41
Shared Vision Wealth Group
United States
$285K
Jones Financial Companies
42
Jones Financial Companies
Missouri
$284K +$251K +5,093 +646%
IWC
43
Integrated Wealth Concepts
Massachusetts
$274K +$11.8K +239 +4%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$265K -$49 -1 -0%
EWS
45
Evergreen Wealth Solutions
Pennsylvania
$259K +$263K +5,332 New
PRI
46
Prepared Retirement Institute
Pennsylvania
$242K +$3.99K +81 +2%
EWA
47
Eagle Wealth Advisors
Connecticut
$241K
CT
48
Clearstead Trust
Maine
$224K
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$222K -$4.63K -94 -2%
IA
50
IFP Advisors
Florida
$126K -$17K -346 -12%

FDHY Hedge Fund Activity: Q1 2026 in Review

73 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q1 2026, worth a combined $124M — up 7.2% from $116M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FDHY positions and 5 closed out — a net gain of 4 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $22.2M. The largest seller was Financial Management Professionals, cutting an estimated $22.2M.

  • 73 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $124M of Fidelity High Yield Factor ETF stock for Q1 2026, up 7.2% quarter-over-quarter.
  • 9 funds opened new Fidelity High Yield Factor ETF positions in Q1 2026 and 5 closed out, a net change of +4 holders.
  • The largest Fidelity High Yield Factor ETF buyer in Q1 2026 was Goldman Sachs, an estimated $22.2M added.
  • The largest Fidelity High Yield Factor ETF seller in Q1 2026 was Financial Management Professionals, an estimated $22.2M sold.

Based on aggregated 13F filings for Q1 2026.