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Fidelity High Yield Factor ETF
FDHY

Overview Fund Activity

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.

Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
0.83%
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
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$3.04M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.82M
3
D
3
Dentgroup
Louisiana
$2.29M
4
AWM
4
Axxcess Wealth Management
California
$1.74M
5
BIS
5
BG Investment Services
Guam
$1.45M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$49.2K
2
Morgan Stanley
2
Morgan Stanley
New York
$2.82M
3
AAS
3
Avantax Advisory Services
Texas
$0
4
SS
4
Sunbelt Securities
Texas
$317K
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$17M 353,624 +1,348 +0.4%
ASN
2
Advisory Services Network
Georgia
$7.94M 165,241 -750 -0.5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.39M 112,109 +2,052 +2%
MNBTD
4
Moody National Bank Trust Division
Texas
$5.03M 104,621 +3,414 +3%
FFS
5
Flavin Financial Services
Florida
$3.72M 77,504 +3,766 +5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.04M 63,349 +33,599 +113%
Raymond James Financial
7
Raymond James Financial
Florida
$2.92M 60,778 +7,080 +13%
Morgan Stanley
8
Morgan Stanley
New York
$2.82M 58,623 -104,138 -64%
D
9
Dentgroup
Louisiana
$2.29M 47,572 +20,908 +78%
EPW
10
Evergreen Private Wealth
Colorado
$2.26M 46,999 +829 +2%
KAS
11
Kestra Advisory Services
Texas
$2.24M 46,729 +5,385 +13%
OFG
12
OmniStar Financial Group
North Carolina
$2.03M 42,240 -1,469 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.02M 41,940 +3,501 +9%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.82M 37,787 +20,914 +124%
AWM
15
Axxcess Wealth Management
California
$1.74M 36,135 +12,486 +53%
CPSAC
16
Chas P. Smith & Associates (CPS)
Florida
$1.61M 33,561 -1,280 -4%
BIS
17
BG Investment Services
Guam
$1.45M 30,275 +12,341 +69%
GLR
18
Great Lakes Retirement
Ohio
$1.11M 23,005 -1,131 -5%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$1.11M 23,009 -2,441 -10%
SPC
20
Sigma Planning Corp
Michigan
$1.03M 21,543 -947 -4%
SFPG
21
Stonebridge Financial Planning Group
Florida
$993K 20,662 -1,269 -6%
BCG
22
Breakwater Capital Group
New Jersey
$704K 14,662 +1,804 +14%
BCA
23
Bay Colony Advisors
Massachusetts
$528K 11,002 -4,643 -30%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$521K 10,850 – –
Truist Financial
25
Truist Financial
North Carolina
$471K 9,810 – –
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