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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
CFB
51
Cullen/Frost Bankers
Texas
$33K +$575 +12 +2%
NA
52
NewEdge Advisors
Louisiana
$30K +$7.58K +158 +35%
NS
53
NBC Securities
Alabama
$11K +$1.53K +32 +16%
HI
54
Harbour Investments
Wisconsin
$11K
EWA
55
EverSource Wealth Advisors
Alabama
$10.2K +$192 +4 +2%
CT
56
Clearstead Trust
Maine
$7.57K +$7.43K +155 New
AF
57
Advisornet Financial
Minnesota
$5.23K +$5.13K +107 New
C
58
Covestor
United Kingdom
$5K
Fidelity Investments
59
Fidelity Investments
Massachusetts
$3.31K -$18.9K -395 -85%
UBS Group
60
UBS Group
Switzerland
$3.17K +$3.12K +65 New
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$489 -$2.64K -55 -85%
TCM
62
Tradewinds Capital Management
Washington
$413
FFA
63
Frazier Financial Advisors
Ohio
$57
Wells Fargo
64
Wells Fargo
California
$42
CPSAC
65
Chas P. Smith & Associates (CPS)
Florida
-$1.61M -33,561 Closed
KPWS
66
Kestra Private Wealth Services
Texas
-$209K -4,351 Closed
QCG
67
Quadrant Capital Group
Ohio
-$192K -4,000 Closed
FFO
68
Fortitude Family Office
Arizona
-$51.3K -1,068 Closed
PWA
69
Provenance Wealth Advisors
Florida
-$19.2K -400 Closed
FIM
70
FWL Investment Management
Texas
-$16.6K -345 Closed
SWM
71
Spire Wealth Management
Virginia
-$3.84K -80 Closed

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.