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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
PWA
51
Provenance Wealth Advisors
Florida
$19.2K
FIM
52
FWL Investment Management
Texas
$16.6K -$67.8K -1,395 -80%
HI
53
Harbour Investments
Wisconsin
$10.8K
EWA
54
EverSource Wealth Advisors
Alabama
$9.82K +$146 +3 +1%
NS
55
NBC Securities
Alabama
$9K +$9.72K +200 New
C
56
Covestor
United Kingdom
$5K +$4.86K +100 New
SWM
57
Spire Wealth Management
Virginia
$3.84K
OSAM
58
O'Shaughnessy Asset Management
Connecticut
$3.12K -$4.86K -100 -61%
TCM
59
Tradewinds Capital Management
Washington
$406
FFA
60
Frazier Financial Advisors
Ohio
$55
Wells Fargo
61
Wells Fargo
California
$25 +$49 +1 New
AAS
62
Avantax Advisory Services
Texas
-$427K -8,855 Closed
Creative Planning
63
Creative Planning
Kansas
-$277K -5,745 Closed
UAG
64
United Advisor Group
Ohio
-$260K -5,383 Closed
Jane Street
65
Jane Street
New York
-$250K -5,179 Closed
SCA
66
Snowden Capital Advisors
New York
-$208K -4,286 Closed
CP
67
Castleview Partners
Texas
-$98.6K -2,037 Closed
LG
68
LAM Group
Oregon
-$12.8K -265 Closed
AWM
69
Avior Wealth Management
Nebraska
-$5.16K -107 Closed
CAS
70
Coppell Advisory Solutions
Texas
-$4.29K -89 Closed
GM
71
GeoWealth Management
Illinois
-$3.31K -69 Closed
UBS Group
72
UBS Group
Switzerland
-$1.21K -25 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
-$145 -3 Closed

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.