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Fidelity Low Duration Bond Factor ETF

94 hedge funds and large institutions have $326M invested in Fidelity Low Duration Bond Factor ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+12
Holders Change %
+14.63%
% of All Funds
1.26%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
19
Increased
42
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EFG
51
Elm3 Financial Group
Georgia
$472K -$116K -2,313 -20%
SWM
52
Seed Wealth Management
Illinois
$436K
SMAM
53
Sugar Maple Asset Management
Wisconsin
$434K +$11.6K +232 +3%
HI
54
Harbour Investments
Wisconsin
$422K -$453K -9,044 -52%
SC
55
Seldon Capital
California
$404K
GC
56
Grimes & Company
Massachusetts
$402K +$402K +8,029 New
MSFS
57
Main Street Financial Solutions
Pennsylvania
$395K
GS
58
GWN Securities
Florida
$388K +$23.4K +468 +6%
AC
59
Avestar Capital
New York
$367K -$6.07M -120,745 -94%
SPIA
60
Steward Partners Investment Advisory
New York
$344K -$112K -2,230 -25%
SWP
61
Stratos Wealth Partners
Ohio
$335K +$107K +2,128 +47%
NEPWA
62
New England Private Wealth Advisors
Massachusetts
$320K +$4.91K +98 +2%
GRP
63
Global Retirement Partners
California
$318K +$318K +6,354 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$315K +$144K +2,879 +85%
TCM
65
TD Capital Management
Tennessee
$301K +$201K +4,012 +201%
JWCA
66
J.W. Cole Advisors
Florida
$300K +$3.1K +62 +1%
Goldman Sachs
67
Goldman Sachs
New York
$265K +$265K +5,296 New
ASN
68
Advisory Services Network
Georgia
$255K -$3.81K -76 -1%
KFG
69
Kingdom Financial Group
Arizona
$240K +$240K +4,797 New
AAS
70
Ameritas Advisory Services
Nebraska
$237K -$342K -6,834 -59%
RA
71
Riverstone Advisors
Texas
$235K +$35K +700 +18%
ACM
72
Absolute Capital Management
Pennsylvania
$229K -$26.4K -528 -10%
AC
73
Addison Capital
Pennsylvania
$224K
LWM
74
LongView Wealth Management
Georgia
$210K +$210K +4,196 New
CT
75
Colonial Trust
South Carolina
$164K