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Fidelity High Yield Factor ETF

64 hedge funds and large institutions have $81.7M invested in Fidelity High Yield Factor ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

7% more capital invested

Capital invested by funds: $76.3M → $81.7M (+$5.39M)

5% more funds holding

Funds holding: 6164 (+3)

1.34% more ownership

Funds ownership: 20.11%21.45% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% 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
24
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$19.6M +$2.26M +47,177 +13%
ASN
2
Advisory Services Network
Georgia
$7.52M -$516K -10,770 -7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.59M +$115K +2,401 +2%
MNBTD
4
Moody National Bank Trust Division
Texas
$5.1M -$13K -271 -0.3%
FFS
5
Flavin Financial Services
Florida
$3.85M +$58.7K +1,225 +2%
AWM
6
Axxcess Wealth Management
California
$3.48M +$1.68M +35,120 +97%
Raymond James Financial
7
Raymond James Financial
Florida
$3.36M +$384K +8,009 +13%
KAS
8
Kestra Advisory Services
Texas
$2.82M +$529K +11,024 +24%
OFG
9
OmniStar Financial Group
North Carolina
$2.48M +$408K +8,511 +20%
EPW
10
Evergreen Private Wealth
Colorado
$2.45M +$156K +3,246 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.35M +$294K +6,136 +15%
D
12
Dentgroup
Louisiana
$2.31M -$17.1K -357 -0.8%
Jane Street
13
Jane Street
New York
$1.85M +$1.82M +37,965 New
Morgan Stanley
14
Morgan Stanley
New York
$1.85M -$992K -20,695 -35%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.83M -$13.2K -276 -0.7%
BIS
16
BG Investment Services
Guam
$1.71M +$211K +4,403 +15%
GLR
17
Great Lakes Retirement
Ohio
$1.26M +$125K +2,616 +11%
SPC
18
Sigma Planning Corp
Michigan
$1.03M -$26.3K -548 -3%
PF
19
PlanWiser Financial
Colorado
$978K +$956K +19,949 New
SFPG
20
Stonebridge Financial Planning Group
Florida
$949K -$59.6K -1,243 -6%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$933K -$188K -3,917 -17%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$858K -$2.2M -45,792 -72%
BCG
23
Breakwater Capital Group
New Jersey
$650K -$64.8K -1,352 -9%
SS
24
Sunbelt Securities
Texas
$627K +$307K +6,399 +97%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$525K -$5.27K -110 -1%

FDHY Hedge Fund Activity: Q2 2025 in Review

64 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q2 2025, worth a combined $81.7M — up 7.1% from $76.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FDHY positions and 7 closed out — a net gain of 3 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.26M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.2M.

  • 64 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q2 2025, up from 61 in Q1 2025.
  • Funds reported $81.7M of Fidelity High Yield Factor ETF stock for Q2 2025, up 7.1% quarter-over-quarter.
  • 10 funds opened new Fidelity High Yield Factor ETF positions in Q2 2025 and 7 closed out, a net change of +3 holders.
  • The largest Fidelity High Yield Factor ETF buyer in Q2 2025 was LPL Financial, an estimated $2.26M added.
  • The largest Fidelity High Yield Factor ETF seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $2.2M sold.

Based on aggregated 13F filings for Q2 2025.