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Fidelity High Yield Factor ETF

73 hedge funds and large institutions have $124M invested in Fidelity High Yield Factor ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $116M → $124M (+$8.36M)

0% more funds holding

Funds holding: 7373 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.86% less ownership

Funds ownership: 25.25%24.4% (-0.86%)

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
32
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$24.2M -$196K -3,977 -0.8%
Goldman Sachs
2
Goldman Sachs
New York
$21.8M +$22.2M +450,000 New
ASN
3
Advisory Services Network
Georgia
$8.7M -$466K -9,462 -5%
MNBTD
4
Moody National Bank Trust Division
Texas
$5.66M +$400K +8,119 +7%
FFS
5
Flavin Financial Services
Florida
$5.39M +$29.1K +590 +0.5%
Raymond James Financial
6
Raymond James Financial
Florida
$4.75M +$254K +5,168 +6%
BIS
7
BG Investment Services
Guam
$4.68M +$909K +18,461 +24%
GP
8
Geneva Partners
Wisconsin
$3.4M +$3.45M +70,077 New
AWM
9
Axxcess Wealth Management
California
$3.4M -$54.7K -1,111 -2%
Morgan Stanley
10
Morgan Stanley
New York
$3.16M +$68.1K +1,382 +2%
OFG
11
OmniStar Financial Group
North Carolina
$2.91M +$516K +10,482 +21%
MA
12
Mutual Advisors
Nebraska
$2.83M +$2.87M +58,309 New
EPW
13
Evergreen Private Wealth
Colorado
$2.64M +$66.4K +1,348 +3%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$2.3M +$2.32M +47,149 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.23M +$128K +2,596 +6%
KAS
16
Kestra Advisory Services
Texas
$2.22M +$194K +3,934 +9%
Jane Street
17
Jane Street
New York
$2.14M +$2.17M +44,156 New
JP Morgan Chase
18
JP Morgan Chase
New York
$1.8M +$52.1K +1,059 +3%
WWP
19
Wise Wealth Partners
Arizona
$1.77M +$2.46K +50 +0.1%
GLR
20
Great Lakes Retirement
Ohio
$1.56M +$145K +2,945 +10%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.5M -$893K -18,141 -37%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.28M +$1.03M +20,980 +382%
SPC
23
Sigma Planning Corp
Michigan
$1.02M +$22.5K +457 +2%
MFG
24
Merit Financial Group
Georgia
$897K -$1.38M -28,049 -60%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$865K +$60.9K +1,237 +7%

FDHY Hedge Fund Activity: Q1 2026 in Review

73 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Yield Factor ETF (FDHY) for Q1 2026, worth a combined $124M — up 7.2% from $116M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FDHY positions and 5 closed out — a net gain of 4 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $22.2M. The largest seller was Financial Management Professionals, cutting an estimated $22.2M.

  • 73 institutional investors held Fidelity High Yield Factor ETF (FDHY) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $124M of Fidelity High Yield Factor ETF stock for Q1 2026, up 7.2% quarter-over-quarter.
  • 9 funds opened new Fidelity High Yield Factor ETF positions in Q1 2026 and 5 closed out, a net change of +4 holders.
  • The largest Fidelity High Yield Factor ETF buyer in Q1 2026 was Goldman Sachs, an estimated $22.2M added.
  • The largest Fidelity High Yield Factor ETF seller in Q1 2026 was Financial Management Professionals, an estimated $22.2M sold.

Based on aggregated 13F filings for Q1 2026.