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Fidelity High Yield Factor ETF

73 hedge funds and large institutions have $116M invested in Fidelity High Yield Factor ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

113% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more capital invested

Capital invested by funds: $106M → $116M (+$10.1M)

9% more funds holding

Funds holding: 6773 (+6)

0.3% more ownership

Funds ownership: 24.95%25.25% (+0.3%)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
0.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
34
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$24.8M +$3.69M +74,936 +17%
FMP
2
Financial Management Professionals
Texas
$22.4M +$2.14M +43,498 +11%
ASN
3
Advisory Services Network
Georgia
$9.31M +$1.67M +33,937 +22%
FFS
4
Flavin Financial Services
Florida
$5.45M +$448K +9,109 +9%
MNBTD
5
Moody National Bank Trust Division
Texas
$5.35M +$141K +2,857 +3%
Raymond James Financial
6
Raymond James Financial
Florida
$4.57M +$545K +11,072 +14%
BIS
7
BG Investment Services
Guam
$3.85M +$1M +20,330 +35%
AWM
8
Axxcess Wealth Management
California
$3.51M
Morgan Stanley
9
Morgan Stanley
New York
$3.15M +$952K +19,342 +44%
EPW
10
Evergreen Private Wealth
Colorado
$2.62M +$155K +3,145 +6%
OFG
11
OmniStar Financial Group
North Carolina
$2.45M +$70.6K +1,434 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.42M +$77.1K +1,567 +3%
MFG
13
Merit Financial Group
Georgia
$2.3M -$466K -9,465 -17%
D
14
Dentgroup
Louisiana
$2.17M -$158K -3,213 -7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.14M -$922K -18,721 -30%
KAS
16
Kestra Advisory Services
Texas
$2.05M +$358K +7,282 +21%
WWP
17
Wise Wealth Partners
Arizona
$1.8M +$1.8M +36,507 New
JP Morgan Chase
18
JP Morgan Chase
New York
$1.8M -$89.3K -1,815 -5%
GLR
19
Great Lakes Retirement
Ohio
$1.44M +$63.5K +1,290 +5%
SPC
20
Sigma Planning Corp
Michigan
$1.01M -$18.1K -368 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$818K -$57.3K -1,165 -7%
SFPG
22
Stonebridge Financial Planning Group
Florida
$793K -$56K -1,137 -7%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$763K -$37.1K -753 -5%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$586K +$19.9K +405 +4%
BCG
25
Breakwater Capital Group
New Jersey
$566K -$23.2K -472 -4%

FDHY Hedge Fund Activity: Q4 2025 in Review

73 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q4 2025, worth a combined $116M — up 9.6% from $106M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDHY positions and 5 closed out — a net gain of 6 holders — while 34 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.69M. The largest seller was Jane Street, exiting entirely with an estimated $1.75M sold.

  • 73 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q4 2025, up from 67 in Q3 2025.
  • Funds reported $116M of Fidelity High Yield Factor ETF stock for Q4 2025, up 9.6% quarter-over-quarter.
  • 11 funds opened new Fidelity High Yield Factor ETF positions in Q4 2025 and 5 closed out, a net change of +6 holders.
  • The largest Fidelity High Yield Factor ETF buyer in Q4 2025 was LPL Financial, an estimated $3.69M added.
  • The largest Fidelity High Yield Factor ETF seller in Q4 2025 was Jane Street, an estimated $1.75M sold.

Based on aggregated 13F filings for Q4 2025.