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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
LPL Financial
1
LPL Financial
California
$17M +$65.5K +1,348 +0.4%
ASN
2
Advisory Services Network
Georgia
$7.94M -$36.5K -750 -0.5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.39M +$99.7K +2,052 +2%
MNBTD
4
Moody National Bank Trust Division
Texas
$5.03M +$166K +3,414 +3%
FFS
5
Flavin Financial Services
Florida
$3.72M +$183K +3,766 +5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.04M +$1.63M +33,599 +113%
Raymond James Financial
7
Raymond James Financial
Florida
$2.92M +$344K +7,080 +13%
Morgan Stanley
8
Morgan Stanley
New York
$2.82M -$5.06M -104,138 -64%
D
9
Dentgroup
Louisiana
$2.29M +$1.02M +20,908 +78%
EPW
10
Evergreen Private Wealth
Colorado
$2.26M +$40.3K +829 +2%
KAS
11
Kestra Advisory Services
Texas
$2.24M +$262K +5,385 +13%
OFG
12
OmniStar Financial Group
North Carolina
$2.03M -$71.4K -1,469 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.02M +$170K +3,501 +9%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.82M +$1.02M +20,914 +124%
AWM
15
Axxcess Wealth Management
California
$1.74M +$607K +12,486 +53%
CPSAC
16
Chas P. Smith & Associates (CPS)
Florida
$1.61M -$62.2K -1,280 -4%
BIS
17
BG Investment Services
Guam
$1.45M +$600K +12,341 +69%
GLR
18
Great Lakes Retirement
Ohio
$1.11M -$55K -1,131 -5%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$1.11M -$119K -2,441 -10%
SPC
20
Sigma Planning Corp
Michigan
$1.03M -$46K -947 -4%
SFPG
21
Stonebridge Financial Planning Group
Florida
$993K -$61.7K -1,269 -6%
BCG
22
Breakwater Capital Group
New Jersey
$704K +$87.7K +1,804 +14%
BCA
23
Bay Colony Advisors
Massachusetts
$528K -$226K -4,643 -30%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$521K
Truist Financial
25
Truist Financial
North Carolina
$471K

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.