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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
KPWS
51
Kestra Private Wealth Services
Texas
$997K -$9.01K -179 -0.9%
GCA
52
Genesee Capital Advisors
New York
$830K +$34.7K +689 +4%
SMAM
53
Sugar Maple Asset Management
Wisconsin
$784K -$59K -1,172 -7%
SAI
54
Savvy Advisors Inc
New York
$741K +$742K +14,746 New
TAP
55
Tounjian Advisory Partners
Florida
$729K -$12.7K -252 -2%
FF
56
Foronjy Financial
California
$718K +$29.3K +582 +4%
VWS
57
Virtus Wealth Solutions
New Jersey
$662K +$18.1K +359 +3%
AHIA
58
Andrew Hill Investment Advisors
Florida
$656K -$60.1K -1,195 -8%
PS
59
Principal Securities
Iowa
$594K -$114K -2,256 -16%
P
60
&Partners
Tennessee
$592K -$30.7K -610 -5%
AC
61
Anson Capital
Georgia
$564K +$10.4K +207 +2%
SRC
62
Shufro Rose & Co
New York
$558K +$559K +11,100 New
EFG
63
Elm3 Financial Group
Georgia
$551K -$15.9K -316 -3%
GC
64
Guidance Capital
Kentucky
$547K
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$514K +$515K +10,234 New
M1FG
66
Mach-1 Financial Group
Arkansas
$492K +$493K +9,801 New
CAG
67
Csenge Advisory Group
Florida
$482K +$75.9K +1,508 +19%
RWM
68
Revisor Wealth Management
Ohio
$445K +$446K +8,858 New
SWM
69
Seed Wealth Management
Illinois
$437K
LSIA
70
LaSalle St. Investment Advisors
Illinois
$422K +$424K +8,419 New
GC
71
Grimes & Company
Massachusetts
$413K +$4.68K +93 +1%
MSFS
72
Main Street Financial Solutions
Pennsylvania
$400K +$4.53K +90 +1%
LWM
73
LongView Wealth Management
Georgia
$382K +$96.5K +1,917 +34%
IFG
74
Independent Financial Group
California
$377K
ASN
75
Advisory Services Network
Georgia
$374K +$118K +2,350 +46%