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Fidelity High Yield Factor ETF

63 hedge funds and large institutions have $80.8M invested in Fidelity High Yield Factor ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+2
Holders Change %
+3.28%
% 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
23
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$19.6M +$2.3M +47,177 +13%
ASN
2
Advisory Services Network
Georgia
$7.52M -$524K -10,770 -7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.59M +$117K +2,401 +2%
MNBTD
4
Moody National Bank Trust Division
Texas
$5.1M -$13.2K -271 -0.3%
FFS
5
Flavin Financial Services
Florida
$3.85M +$59.8K +1,225 +2%
AWM
6
Axxcess Wealth Management
California
$3.48M +$1.72M +35,120 +97%
Raymond James Financial
7
Raymond James Financial
Florida
$3.36M +$391K +8,009 +13%
KAS
8
Kestra Advisory Services
Texas
$2.82M +$539K +11,024 +24%
OFG
9
OmniStar Financial Group
North Carolina
$2.48M +$416K +8,511 +20%
EPW
10
Evergreen Private Wealth
Colorado
$2.45M +$159K +3,246 +7%
D
11
Dentgroup
Louisiana
$2.31M -$17.4K -357 -0.8%
Jane Street
12
Jane Street
New York
$1.85M +$1.85M +37,965 New
Morgan Stanley
13
Morgan Stanley
New York
$1.85M -$1.01M -20,695 -35%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.83M -$13.5K -276 -0.7%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.74M -$287K -5,942 -14%
BIS
16
BG Investment Services
Guam
$1.71M +$218K +4,403 +15%
GLR
17
Great Lakes Retirement
Ohio
$1.26M +$129K +2,616 +11%
SPC
18
Sigma Planning Corp
Michigan
$1.03M -$26.8K -548 -3%
PF
19
PlanWiser Financial
Colorado
$978K +$978K +19,949 New
SFPG
20
Stonebridge Financial Planning Group
Florida
$949K -$60.7K -1,243 -6%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$933K -$191K -3,917 -17%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$858K -$2.24M -45,792 -72%
BCG
23
Breakwater Capital Group
New Jersey
$650K -$66K -1,352 -9%
SS
24
Sunbelt Securities
Texas
$627K +$309K +6,399 +97%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$525K -$5.37K -110 -1%