Fidelity High Yield Factor ETF
FDHY
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.
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: 68 → 61 (-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: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.63M |
| 2 |
JP Morgan Chase
New York
|
+$1.02M |
| 3 |
D
Dentgroup
Baton Rouge,
Louisiana
|
+$1.02M |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$607K |
| 5 |
BIS
BG Investment Services
Hagatna,
Guam
|
+$600K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$20M |
| 2 |
Morgan Stanley
New York
|
-$5.06M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$427K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
-$311K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$277K |
FDHY Hedge Fund Activity: Q1 2025 in Review
61 of the 7,472 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.