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Fidelity High Yield Factor ETF

64 hedge funds and large institutions have $81.7M invested in Fidelity High Yield Factor ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

7% more capital invested

Capital invested by funds: $76.3M → $81.7M (+$5.39M)

5% more funds holding

Funds holding: 6164 (+3)

1.34% more ownership

Funds ownership: 20.11%21.45% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
24
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
26
Bay Colony Advisors
Massachusetts
$500K -$36.9K -770 -7%
Truist Financial
27
Truist Financial
North Carolina
$489K +$9.25K +193 +2%
AWA
28
Arete Wealth Advisors
Illinois
$384K +$10.8K +226 +3%
FF
29
Foronjy Financial
California
$373K +$366K +7,627 New
NAS
30
NWF Advisory Services
California
$363K
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$356K -$24.9K -520 -7%
MML Investors Services
32
MML Investors Services
Massachusetts
$348K -$43.8K -914 -11%
JWCA
33
J.W. Cole Advisors
Florida
$318K +$6.76K +141 +2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$287K +$32.5K +677 +13%
SVWG
35
Shared Vision Wealth Group
United States
$286K
FA
36
Freestate Advisors
Kansas
$282K +$2.54K +53 +0.9%
FTS
37
Fifth Third Securities
Ohio
$272K +$267K +5,568 New
PRI
38
Prepared Retirement Institute
Pennsylvania
$232K +$3.88K +81 +2%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$209K +$205K +4,284 New
HF
40
HRT Financial
New York
$200K +$197K +4,101 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$195K -$8.25K -172 -4%
AWM
42
AE Wealth Management
Kansas
$148K -$4.79K -100 -3%
GJIA
43
Glass Jacobson Investment Advisors
Maryland
$86.1K -$144K -3,000 -63%
GSWM
44
Golden State Wealth Management
California
$77.8K +$45.7K +953 +149%
FMP
45
Financial Management Professionals
Texas
$49.4K -$959 -20 -2%
LFG
46
Larson Financial Group
Missouri
$48.9K
PS
47
Principal Securities
Iowa
$47.6K +$2.44K +51 +6%
TWC
48
TD Waterhouse Canada
Ontario, Canada
$37.4K
MCM
49
MAI Capital Management
Ohio
$36.4K -$2.01K -42 -5%
GRP
50
Global Retirement Partners
California
$36.2K +$35.5K +740 New

FDHY Hedge Fund Activity: Q2 2025 in Review

64 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q2 2025, worth a combined $81.7M — up 7.1% from $76.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FDHY positions and 7 closed out — a net gain of 3 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.26M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.2M.

  • 64 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q2 2025, up from 61 in Q1 2025.
  • Funds reported $81.7M of Fidelity High Yield Factor ETF stock for Q2 2025, up 7.1% quarter-over-quarter.
  • 10 funds opened new Fidelity High Yield Factor ETF positions in Q2 2025 and 7 closed out, a net change of +3 holders.
  • The largest Fidelity High Yield Factor ETF buyer in Q2 2025 was LPL Financial, an estimated $2.26M added.
  • The largest Fidelity High Yield Factor ETF seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $2.2M sold.

Based on aggregated 13F filings for Q2 2025.