FIDELITY HI YIELD FACTOR ETF (FDHY) Institutional Ownership Changes & 13F Activity
FIDELITY HI YIELD FACTOR ETF (FDHY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Geneva Partners, Llc, Jpmorgan Chase & Co, Lpl Financial Llc, Jane Street Group, Llc, and Planwiser Financial, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -1,000 | -17.7% | 4,639 | $227.46K | Q2 2026 | Sep 09, 2026 |
| Jane Street Group, Llc | Sell | -29,793 | -67.5% | 14,363 | $704.22K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +17,075 | +55.3% | 47,941 | $2.35M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -5,243 | -5.4% | 92,635 | $4.54M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +3,405 | +5.8% | 61,714 | $3.03M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +2,915 | +49.6% | 8,797 | $433.34K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +180 | +3.9% | 4,738 | $232.00K | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +147 | +2.8% | 5,479 | $269.31K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +1 | — | 1 | $49.00 | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1 | — | 1 | $48.00 | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -7,590 | -11.7% | 57,559 | $2.82M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +3,052 | +172.9% | 4,817 | $236.17K | Q2 2026 | Aug 13, 2026 |
| Flavin Financial Services, Inc. | Buy | +2,805 | +2.5% | 113,813 | $5.58M | Q2 2026 | Aug 13, 2026 |
| Cibc World Market Inc. | Buy | +255 | +2.2% | 12,000 | $588.36K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -13 | -0.1% | 15,457 | $757.86K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +39,925 | — | 39,925 | $1.96M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +17,716 | +9.9% | 196,935 | $9.66M | Q2 2026 | Aug 12, 2026 |
| Storgate, Llc | Buy | +12,806 | +189.0% | 19,582 | $960.11K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +4,075 | +15.4% | 30,540 | $1.50M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +594 | — | 594 | $29.11K | Q2 2026 | Aug 12, 2026 |
| Godfrey Financial Associates, Inc. | Buy | +2 | +1.0% | 208 | $10.22K | Q2 2026 | Aug 11, 2026 |
| Geneva Partners, Llc | Buy | +56,262 | +80.3% | 126,339 | $6.19M | Q2 2026 | Aug 10, 2026 |
| Prepared Retirement Institute Llc | Buy | +5,078 | — | 5,078 | $248.98K | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +501 | +203.7% | 747 | $36.63K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +30,144 | +6.0% | 529,381 | $25.96M | Q2 2026 | Aug 07, 2026 |
| Planwiser Financial, Llc | Buy | +23,155 | — | 23,155 | $1.14M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +6,096 | +51.6% | 17,911 | $878.16K | Q2 2026 | Aug 07, 2026 |
| Citizens Financial Group Inc/Ri | Buy | +5,056 | — | 5,056 | $249.27K | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Sell | -286 | -1.4% | 20,725 | $1.02M | Q2 2026 | Aug 07, 2026 |
| Townsend Financial Planning, Llc | Buy | +7,384 | +56.8% | 20,375 | $998.98K | Q2 2026 | Aug 06, 2026 |
Frequently asked questions about FDHY activity
Which institutional owners are buying FDHY?
Institutional owners buying FDHY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FDHY activity?
"Buy" means an investor increased their reported position in FDHY compared to the prior reporting period. This reflects growing exposure to FIDELITY HI YIELD FACTOR ETF (FDHY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FDHY increasing?
Institutional interest in FDHY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.