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Fidelity Low Duration Bond Factor ETF

82 hedge funds and large institutions have $268M invested in Fidelity Low Duration Bond Factor ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
47
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FS
26
Financially Speaking
Colorado
$2.34M -$380K -7,582 -14%
GLR
27
Great Lakes Retirement
Ohio
$2.24M -$115K -2,294 -5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.06M +$317K +6,334 +18%
Jane Street
29
Jane Street
New York
$1.94M +$253K +5,044 +15%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.78M +$379K +7,571 +27%
WA
31
WealthTrust Axiom
Pennsylvania
$1.72M +$1.72M +34,386 New
SFA
32
Sequoia Financial Advisors
Ohio
$1.53M +$1.53M +30,430 New
FFS
33
Flavin Financial Services
Florida
$1.34M +$126K +2,506 +10%
Raymond James Financial
34
Raymond James Financial
Florida
$1.12M +$601K +11,998 +116%
Citadel Advisors
35
Citadel Advisors
Florida
$1.1M -$1.71M -34,165 -61%
KDA
36
Kraft Davis & Associates
Missouri
$1.09M -$11.9K -239 -1%
TS
37
TradeWell Securities
Indiana
$1.08M +$184K +3,671 +20%
AC
38
Anson Capital
Georgia
$1.01M -$6.94M -138,443 -87%
HI
39
Harbour Investments
Wisconsin
$875K -$698K -13,930 -44%
GCA
40
Genesee Capital Advisors
New York
$852K +$6.82K +136 +0.8%
TAP
41
Tounjian Advisory Partners
Florida
$825K +$825K +16,460 New
EFG
42
Elm3 Financial Group
Georgia
$589K +$20.9K +417 +4%
AAS
43
Ameritas Advisory Services
Nebraska
$578K
GC
44
Guidance Capital
Kentucky
$532K +$57.1K +1,143 +12%
PS
45
Principal Securities
Iowa
$478K
SPIA
46
Steward Partners Investment Advisory
New York
$456K +$10K +200 +2%
SWM
47
Seed Wealth Management
Illinois
$436K
SMAM
48
Sugar Maple Asset Management
Wisconsin
$422K +$802 +16 +0.2%
TR
49
Tepp RIA
New Jersey
$421K +$421K +8,407 New
SC
50
Seldon Capital
California
$405K