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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$17M
ASN
2
Advisory Services Network
Georgia
$7.94M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.39M
MNBTD
4
Moody National Bank Trust Division
Texas
$5.03M
FFS
5
Flavin Financial Services
Florida
$3.72M
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.04M
Raymond James Financial
7
Raymond James Financial
Florida
$2.92M
Morgan Stanley
8
Morgan Stanley
New York
$2.82M
D
9
Dentgroup
Louisiana
$2.29M
EPW
10
Evergreen Private Wealth
Colorado
$2.26M
KAS
11
Kestra Advisory Services
Texas
$2.24M
OFG
12
OmniStar Financial Group
North Carolina
$2.03M
Osaic Holdings
13
Osaic Holdings
Arizona
$2.02M
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.82M
AWM
15
Axxcess Wealth Management
California
$1.74M
CPSAC
16
Chas P. Smith & Associates (CPS)
Florida
$1.61M
BIS
17
BG Investment Services
Guam
$1.45M
GLR
18
Great Lakes Retirement
Ohio
$1.11M
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$1.11M
SPC
20
Sigma Planning Corp
Michigan
$1.03M
SFPG
21
Stonebridge Financial Planning Group
Florida
$993K
BCG
22
Breakwater Capital Group
New Jersey
$704K
BCA
23
Bay Colony Advisors
Massachusetts
$528K
CIBC World Market
24
CIBC World Market
Ontario, Canada
$521K
Truist Financial
25
Truist Financial
North Carolina
$471K