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Fidelity Low Duration Bond ETF

11 hedge funds and large institutions have $376M invested in Fidelity Low Duration Bond ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

0% more capital invested

Capital invested by funds: $375M → $376M (+$874K)

2% less ownership

Funds ownership: 97.68%95.68% (-2%)

8% less funds holding

Funds holding: 1211 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
11
Holders Change
-1
Holders Change %
-8.33%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$370M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.51M +$833K +16,478 +123%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$1.12M
JP Morgan Chase
4
JP Morgan Chase
New York
$1.03M -$43.4K -859 -4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$889K +$614K +12,136 +220%
P
6
&Partners
Tennessee
$767K +$770K +15,218 New
LPL Financial
7
LPL Financial
California
$412K +$413K +8,170 New
NL
8
NWAM LLC
Washington
$367K -$402K -7,944 -52%
Osaic Holdings
9
Osaic Holdings
Arizona
$52.8K +$51.7K +1,023 +4,263%
CPG
10
Cornerstone Planning Group
New Jersey
$18.8K
IA
11
IFP Advisors
Florida
$1.11K +$1.11K +22 New
Jane Street
12
Jane Street
New York
-$225K -4,447 Closed
PS
13
Principal Securities
Iowa
-$16.3K -323 Closed
TCOV
14
Trust Company of Vermont
Vermont
-$5.05K -100 Closed
ASN
15
Advisory Services Network
Georgia
-$2.68K -53 Closed

FLDB Hedge Fund Activity: Q4 2025 in Review

11 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond ETF (FLDB) for Q4 2025, worth a combined $376M — up 0.23% from $375M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FLDB and 3 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.

The largest buyer was Envestnet Asset Management, adding an estimated $833K. The largest seller was NWAM LLC, cutting an estimated $402K.

  • 11 institutional investors held Fidelity Low Duration Bond ETF (FLDB) as of Q4 2025, down from 12 in Q3 2025.
  • Funds reported $376M of Fidelity Low Duration Bond ETF stock for Q4 2025, up 0.23% quarter-over-quarter.
  • 3 funds opened new Fidelity Low Duration Bond ETF positions in Q4 2025 and 4 closed out, a net change of -1 holder.
  • The largest Fidelity Low Duration Bond ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $833K added.
  • The largest Fidelity Low Duration Bond ETF seller in Q4 2025 was NWAM LLC, an estimated $402K sold.

Based on aggregated 13F filings for Q4 2025.