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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

61 hedge funds and large institutions have $76.3M invested in Fidelity High Yield Factor ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
26
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.04M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.82M
3
D
Dentgroup
Louisiana
$2.29M
4
AWM
Axxcess Wealth Management
California
$1.74M
5
BIS
BG Investment Services
Guam
$1.45M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$49.2K
2
Morgan Stanley
Morgan Stanley
New York
$2.82M
3
AAS
Avantax Advisory Services
Texas
$0
4
SS
Sunbelt Securities
Texas
$317K
5
Creative Planning
Creative Planning
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$386K +$66.4K +1,383 +21%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$375K +$89.7K +1,868 +31%
AWA
28
Arete Wealth Advisors
Illinois
$367K +$367K +7,634 New
NAS
29
NWF Advisory Services
California
$357K -$93.2K -1,941 -21%
SS
30
Sunbelt Securities
Texas
$317K -$307K -6,399 -49%
JWCA
31
J.W. Cole Advisors
Florida
$306K +$306K +6,374 New
SVWG
32
Shared Vision Wealth Group
United States
$282K – – –
FA
33
Freestate Advisors
Kansas
$274K -$6.87K -143 -2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$250K -$144 -3 -0.1%
GJIA
35
Glass Jacobson Investment Advisors
Maryland
$230K – – –
PRI
36
Prepared Retirement Institute
Pennsylvania
$225K +$3.8K +79 +2%
KPWS
37
Kestra Private Wealth Services
Texas
$209K +$3.51K +73 +2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$201K +$626 +13 +0.3%
QCG
39
Quadrant Capital Group
Ohio
$192K -$48K -1,000 -20%
AWM
40
AE Wealth Management
Kansas
$151K – – –
FFO
41
Fortitude Family Office
Arizona
$51.3K +$865 +18 +2%
FMP
42
Financial Management Professionals
Texas
$49.2K -$19.7M -410,821 -100%
LFG
43
Larson Financial Group
Missouri
$48K +$9.61K +200 +25%
PS
44
Principal Securities
Iowa
$44.6K – – –
MCM
45
MAI Capital Management
Ohio
$37.8K +$624 +13 +2%
TWC
46
TD Waterhouse Canada
Ontario, Canada
$36.8K +$2.4K +50 +7%
CFB
47
Cullen/Frost Bankers
Texas
$31.9K +$31.9K +665 New
GSWM
48
Golden State Wealth Management
California
$30.7K +$192 +4 +0.6%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$22.2K -$95.9K -1,996 -81%
NA
50
NewEdge Advisors
Louisiana
$22K +$2.69K +56 +14%
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