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Fidelity High Yield Factor ETF

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

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

6.76% less ownership

Funds ownership: 26.87%20.11% (-6.8%)

10% less funds holding

Funds holding: 6861 (-7)

22% less capital invested

Capital invested by funds: $97.3M → $76.3M (-$20.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
0.82%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$386K +$67.2K +1,383 +21%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$375K +$90.8K +1,868 +31%
AWA
28
Arete Wealth Advisors
Illinois
$367K +$371K +7,634 New
NAS
29
NWF Advisory Services
California
$357K -$94.3K -1,941 -21%
SS
30
Sunbelt Securities
Texas
$317K -$311K -6,399 -49%
JWCA
31
J.W. Cole Advisors
Florida
$306K +$310K +6,374 New
SVWG
32
Shared Vision Wealth Group
United States
$282K
FA
33
Freestate Advisors
Kansas
$274K -$6.95K -143 -2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$250K -$146 -3 -0.1%
GJIA
35
Glass Jacobson Investment Advisors
Maryland
$230K
PRI
36
Prepared Retirement Institute
Pennsylvania
$225K +$3.84K +79 +2%
KPWS
37
Kestra Private Wealth Services
Texas
$209K +$3.55K +73 +2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$201K +$632 +13 +0.3%
QCG
39
Quadrant Capital Group
Ohio
$192K -$48.6K -1,000 -20%
AWM
40
AE Wealth Management
Kansas
$151K
FFO
41
Fortitude Family Office
Arizona
$51.3K +$875 +18 +2%
FMP
42
Financial Management Professionals
Texas
$49.2K -$20M -410,821 -100%
LFG
43
Larson Financial Group
Missouri
$48K +$9.72K +200 +25%
PS
44
Principal Securities
Iowa
$44.6K
MCM
45
MAI Capital Management
Ohio
$37.8K +$632 +13 +2%
TWC
46
TD Waterhouse Canada
Ontario, Canada
$36.8K +$2.43K +50 +7%
CFB
47
Cullen/Frost Bankers
Texas
$31.9K +$32.3K +665 New
GSWM
48
Golden State Wealth Management
California
$30.7K +$194 +4 +0.6%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$22.2K -$97K -1,996 -81%
NA
50
NewEdge Advisors
Louisiana
$22K +$2.72K +56 +14%

FDHY Hedge Fund Activity: Q1 2025 in Review

61 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q1 2025, worth a combined $76.3M — down 22% from $97.3M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FDHY and 6 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 26 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.63M. The largest seller was Financial Management Professionals, cutting an estimated $20M.

  • 61 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q1 2025, down from 68 in Q4 2024.
  • Funds reported $76.3M of Fidelity High Yield Factor ETF stock for Q1 2025, down 22% quarter-over-quarter.
  • 6 funds opened new Fidelity High Yield Factor ETF positions in Q1 2025 and 12 closed out, a net change of -6 holders.
  • The largest Fidelity High Yield Factor ETF buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $1.63M added.
  • The largest Fidelity High Yield Factor ETF seller in Q1 2025 was Financial Management Professionals, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2025.