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Fidelity High Yield Factor ETF

67 hedge funds and large institutions have $106M invested in Fidelity High Yield Factor ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

30% more capital invested

Capital invested by funds: $81.7M → $106M (+$24.1M)

5% more funds holding

Funds holding: 6467 (+3)

3.5% more ownership

Funds ownership: 21.45%24.95% (+3.5%)

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
29
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
26
CIBC World Market
Ontario, Canada
$565K +$35.6K +725 +7%
BCA
27
Bay Colony Advisors
Massachusetts
$535K +$30.9K +630 +6%
Truist Financial
28
Truist Financial
North Carolina
$484K -$9.47K -193 -2%
FF
29
Foronjy Financial
California
$412K +$35.7K +728 +10%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$402K +$42.7K +869 +12%
MML Investors Services
31
MML Investors Services
Massachusetts
$389K +$38.1K +776 +11%
NAS
32
NWF Advisory Services
California
$367K
AWA
33
Arete Wealth Advisors
Illinois
$307K -$80K -1,629 -21%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$290K +$442 +9 +0.2%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$289K +$288K +5,868 New
SVWG
36
Shared Vision Wealth Group
United States
$289K
FA
37
Freestate Advisors
Kansas
$287K +$2.94K +60 +1%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$246K +$245K +4,996 New
KPWS
39
Kestra Private Wealth Services
Texas
$245K +$244K +4,966 New
PRI
40
Prepared Retirement Institute
Pennsylvania
$239K +$3.98K +81 +2%
JWCA
41
J.W. Cole Advisors
Florida
$238K -$82.8K -1,686 -26%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$228K +$30.8K +627 +16%
SS
43
Sunbelt Securities
Texas
$209K -$430K -8,763 -67%
CT
44
Clearstead Trust
Maine
$165K +$157K +3,188 +2,057%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$121K +$121K +2,461 New
AWM
46
AE Wealth Management
Kansas
$106K -$43.4K -885 -29%
GJIA
47
Glass Jacobson Investment Advisors
Maryland
$88.3K +$1.47K +30 +2%
GSWM
48
Golden State Wealth Management
California
$76K -$2.5K -51 -3%
NA
49
NewEdge Advisors
Louisiana
$51.3K +$20.9K +425 +69%
LFG
50
Larson Financial Group
Missouri
$49.3K

FDHY Hedge Fund Activity: Q3 2025 in Review

67 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q3 2025, worth a combined $106M — up 30% from $81.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FDHY positions and 3 closed out — a net gain of 3 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was Financial Management Professionals, adding an estimated $20M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.57M.

  • 67 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q3 2025, up from 64 in Q2 2025.
  • Funds reported $106M of Fidelity High Yield Factor ETF stock for Q3 2025, up 30% quarter-over-quarter.
  • 6 funds opened new Fidelity High Yield Factor ETF positions in Q3 2025 and 3 closed out, a net change of +3 holders.
  • The largest Fidelity High Yield Factor ETF buyer in Q3 2025 was Financial Management Professionals, an estimated $20M added.
  • The largest Fidelity High Yield Factor ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $2.57M sold.

Based on aggregated 13F filings for Q3 2025.