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Fidelity Low Duration Bond Factor ETF

126 hedge funds and large institutions have $491M invested in Fidelity Low Duration Bond Factor ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

91% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 32

31% more capital invested

Capital invested by funds: $375M → $491M (+$116M)

17% more funds holding

Funds holding: 108126 (+18)

3.91% more ownership

Funds ownership: 36.6%40.52% (+3.9%)

Holders
126
Holders Change
+18
Holders Change %
+16.67%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
25
Increased
61
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
26
Perspective Wealth Advisors
Colorado
$5.48M +$5.49M +109,018 New
AWA
27
Arete Wealth Advisors
Illinois
$5.33M +$254K +5,042 +5%
Mariner
28
Mariner
Kansas
$4.23M -$63.9K -1,269 -1%
HighTower Advisors
29
HighTower Advisors
Illinois
$4.18M +$671K +13,344 +19%
LTL
30
Lowery Thomas LLC
California
$3.74M +$271K +5,384 +8%
SCA
31
Snowden Capital Advisors
New York
$3.62M +$292K +5,800 +9%
NAS
32
NWF Advisory Services
California
$3.56M -$321K -6,383 -8%
LWM
33
Lakeridge Wealth Management
Ohio
$3.4M +$283K +5,630 +9%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$3.31M +$40.6K +807 +1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.01M -$220K -4,377 -7%
SFS
36
Sowell Financial Services
Arkansas
$2.91M +$2.91M +57,865 New
GLR
37
Great Lakes Retirement
Ohio
$2.83M +$122K +2,429 +5%
HWM
38
Howard Wealth Management
Connecticut
$2.54M +$637K +12,661 +33%
T
39
Tableaux
Massachusetts
$2.41M -$1.93M -38,266 -46%
SWM
40
Schwallier Wealth Management
Michigan
$2.4M +$2.41M +47,887 New
HG
41
Herbst Group
Connecticut
$2.39M +$395K +7,850 +20%
FTUS
42
Flow Traders U.S.
New York
$2.38M +$1.96M +38,963 +457%
CSA
43
Cottage Street Advisors
Massachusetts
$2.38M +$1.28M +25,456 +116%
MWM
44
Meridian Wealth Management
Kentucky
$2.27M +$56.1K +1,115 +3%
SB
45
Strategic Blueprint
Georgia
$2.03M +$653K +12,981 +47%
FCP
46
Fidelis Capital Partners
Florida
$1.74M -$12.1K -240 -0.7%
WIA
47
World Investment Advisors
California
$1.72M +$1.72M +34,255 New
Jane Street
48
Jane Street
New York
$1.66M -$4.23M -84,107 -72%
TS
49
TradeWell Securities
Indiana
$1.55M +$162K +3,219 +12%
FFS
50
Flavin Financial Services
Florida
$1.4M +$150K +2,974 +12%