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Fidelity High Yield Factor ETF
FDHY

73 hedge funds and large institutions have $116M invested in Fidelity High Yield Factor ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

113% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 16

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

10% more capital invested

Capital invested by funds: $106M → $116M (+$10.1M)

9% more funds holding

Funds holding: 67 → 73 (+6)

0.3% more ownership

Funds ownership: 24.95% → 25.25% (+0.3%)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
0.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
34
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$3.69M
2
FMP
Financial Management Professionals
Texas
+$2.14M
3
WWP
Wise Wealth Partners
Arizona
+$1.8M
4
ASN
Advisory Services Network
Georgia
+$1.67M
5
BIS
BG Investment Services
Guam
+$1M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.75M
2
PF
PlanWiser Financial
Colorado
-$1.01M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$922K
4
MFG
Merit Financial Group
Georgia
-$466K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$289K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$554K +$151K +3,077 +38%
KPWS
27
Kestra Private Wealth Services
Texas
$518K +$272K +5,530 +111%
MML Investors Services
28
MML Investors Services
Massachusetts
$515K +$125K +2,545 +32%
BCA
29
Bay Colony Advisors
Massachusetts
$510K -$25.9K -527 -5%
Truist Financial
30
Truist Financial
North Carolina
$484K – – –
FF
31
Foronjy Financial
California
$431K +$18.8K +381 +5%
NAS
32
NWF Advisory Services
California
$408K +$41.3K +840 +11%
S
33
Storgate
Texas
$334K +$334K +6,776 New
AWA
34
Arete Wealth Advisors
Illinois
$300K -$7.38K -150 -2%
SVWG
35
Shared Vision Wealth Group
United States
$291K – – –
FA
36
Freestate Advisors
Kansas
$290K +$2.95K +60 +1%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$271K +$24.1K +489 +10%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$269K -$21.2K -430 -7%
IWC
39
Integrated Wealth Concepts
Massachusetts
$266K +$266K +5,400 New
EWA
40
Eagle Wealth Advisors
Connecticut
$245K +$243K +4,943 New
PRI
41
Prepared Retirement Institute
Pennsylvania
$242K +$3.69K +75 +2%
JWCA
42
J.W. Cole Advisors
Florida
$234K -$49 -1 -0%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$229K +$1.03K +21 +0.5%
CT
44
Clearstead Trust
Maine
$228K +$62.6K +1,271 +38%
SS
45
Sunbelt Securities
Texas
$210K +$1.18K +24 +0.6%
IA
46
IFP Advisors
Florida
$145K +$127K +2,586 +747%
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
$121K – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$92.4K +$55.8K +1,134 +153%
GJIA
49
Glass Jacobson Investment Advisors
Maryland
$89.8K +$1.38K +28 +2%
GSWM
50
Golden State Wealth Management
California
$73.1K -$2.95K -60 -4%
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FDHY Hedge Fund Activity: Q4 2025 in Review

73 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q4 2025, worth a combined $116M — up 9.6% from $106M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDHY positions and 5 closed out — a net gain of 6 holders — while 34 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.69M. The largest seller was Jane Street, exiting entirely with an estimated $1.75M sold.

  • 73 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q4 2025, up from 67 in Q3 2025.
  • Funds reported $116M of Fidelity High Yield Factor ETF stock for Q4 2025, up 9.6% quarter-over-quarter.
  • 11 funds opened new Fidelity High Yield Factor ETF positions in Q4 2025 and 5 closed out, a net change of +6 holders.
  • The largest Fidelity High Yield Factor ETF buyer in Q4 2025 was LPL Financial, an estimated $3.69M added.
  • The largest Fidelity High Yield Factor ETF seller in Q4 2025 was Jane Street, an estimated $1.75M sold.

Based on aggregated 13F filings for Q4 2025.