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Fidelity Low Duration Bond Factor ETF

57 hedge funds and large institutions have $162M invested in Fidelity Low Duration Bond Factor ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
27
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.04M +$62.2K +1,254 +6%
CAN
27
Cetera Advisor Networks
California
$1.02M +$1.02M +20,434 New
BCM
28
Brookstone Capital Management
Illinois
$890K -$52.7K -1,055 -6%
GCA
29
Genesee Capital Advisors
New York
$720K +$13K +260 +2%
CP
30
Castleview Partners
Texas
$687K +$687K +13,753 New
PS
31
Principal Securities
Iowa
$488K +$37.2K +744 +8%
Jane Street
32
Jane Street
New York
$483K -$7.82M -156,521 -94%
TSS
33
Two Sigma Securities
New York
$458K +$458K +9,158 New
ASN
34
Advisory Services Network
Georgia
$440K -$2.05K -41 -0.5%
BWM
35
Birchcreek Wealth Management
Ohio
$435K -$55K -1,100 -11%
SWM
36
Seed Wealth Management
Illinois
$434K
SMAM
37
Sugar Maple Asset Management
Wisconsin
$425K +$425K +8,496 New
SC
38
Seldon Capital
California
$404K
MSFS
39
Main Street Financial Solutions
Pennsylvania
$394K
PAG
40
Private Advisor Group
New Jersey
$281K -$17K -341 -6%
SB
41
Strategic Blueprint
Georgia
$254K -$1.25K -25 -0.5%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$243K -$22.8K -457 -9%
FTUS
43
Flow Traders U.S.
New York
$231K +$231K +4,626 New
SRC
44
Shufro Rose & Co
New York
$220K
JWCA
45
J.W. Cole Advisors
Florida
$212K -$50 -1 -0%
CT
46
Colonial Trust
South Carolina
$164K
TCM
47
TD Capital Management
Tennessee
$152K +$101K +2,025 +198%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$62K +$62K +1,250 New
IA
49
IFP Advisors
Florida
$57K +$800 +16 +1%
SPIA
50
Steward Partners Investment Advisory
New York
$53.5K -$8.75K -175 -14%