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Fidelity Low Duration Bond Factor ETF

43 hedge funds and large institutions have $66.9M invested in Fidelity Low Duration Bond Factor ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
26
Forte Asset Management
New York
$254K -$26.8K -537 -10%
PAG
27
Private Advisor Group
New Jersey
$248K +$248K +5,000 New
Jane Street
28
Jane Street
New York
$230K -$181K -3,655 -44%
SFS
29
Sowell Financial Services
Arkansas
$228K +$228K +4,596 New
JWCA
30
J.W. Cole Advisors
Florida
$222K +$2.48K +50 +1%
SRC
31
Shufro Rose & Co
New York
$218K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$189K +$51.7K +1,042 +38%
NMG
33
New Millennium Group
Utah
$134K -$25.3K -509 -16%
CT
34
Colonial Trust
South Carolina
$99.1K -$63.2K -1,275 -39%
CAL
35
Capital Analysts LLC
Pennsylvania
$78K +$78K +1,578 New
SPIA
36
Steward Partners Investment Advisory
New York
$63.3K
IA
37
IFP Advisors
Florida
$54.1K +$651 +13 +1%
LWP
38
Lumature Wealth Partners
Georgia
$34.1K -$357K -7,200 -91%
SS
39
Sunbelt Securities
Texas
$28.9K +$28.9K +583 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$7.92K +$949 +19,111 +14%
JFA
41
JNBA Financial Advisors
Minnesota
$3.84K +$50 +1 +1%
BAM
42
Belpointe Asset Management
Nevada
$794 -$53.1K -1,071 -99%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$502 +$452 +9 +900%
SC
44
Seldon Capital
California
-$400K -8,075 Closed
CMS
45
Capital Market Strategies
Florida
-$366K -7,395 Closed
MCC
46
Money Concepts Capital
Florida
-$30.2K -609 Closed
FWA
47
Freedom Wealth Alliance
Wisconsin
-$24.7K -500 Closed
CWA
48
Clearview Wealth Advisors
Oregon
-$24.7K -499 Closed
EE
49
EWG Elevate
California
-$9.92K -200 Closed
PFBT
50
Parkside Financial Bank & Trust
Missouri
-$4.95K -100 Closed