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Fidelity Low Duration Bond Factor ETF

124 hedge funds and large institutions have $497M invested in Fidelity Low Duration Bond Factor ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 37

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more capital invested

Capital invested by funds: $491M → $497M (+$6.24M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2% less funds holding

Funds holding: 126124 (-2)

4.67% less ownership

Funds ownership: 40.52%35.84% (-4.7%)

Holders
124
Holders Change
-2
Holders Change %
-1.59%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
19
Increased
55
Reduced
37
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
LongView Wealth Management
Georgia
$1.01M +$633K +12,586 +166%
DC
52
Davenport & Co
Virginia
$1M +$704K +14,000 +233%
HF
53
HRT Financial
New York
$960K +$965K +19,197 New
PCM
54
Parsons Capital Management
Rhode Island
$863K +$567K +11,281 +189%
GCA
55
Genesee Capital Advisors
New York
$776K -$51K -1,015 -6%
MWM
56
Meridian Wealth Management
Kentucky
$738K -$1.53M -30,455 -67%
FF
57
Foronjy Financial
California
$714K -$553 -11 -0.1%
TAP
58
Tounjian Advisory Partners
Florida
$700K -$26.2K -522 -4%
PS
59
Principal Securities
Iowa
$699K +$108K +2,142 +18%
P
60
&Partners
Tennessee
$682K +$91.8K +1,827 +15%
SRC
61
Shufro Rose & Co
New York
$666K +$111K +2,200 +20%
JP Morgan Chase
62
JP Morgan Chase
New York
$614K +$488K +9,707 +378%
EFS
63
Essex Financial Services
Connecticut
$598K +$601K +11,950 New
GC
64
Guidance Capital
Kentucky
$555K +$9.95K +198 +2%
EFG
65
Elm3 Financial Group
Georgia
$548K -$1.21K -24 -0.2%
AF
66
Advisornet Financial
Minnesota
$541K +$543K +10,807 New
SWP
67
Stratos Wealth Partners
Ohio
$527K +$163K +3,249 +45%
LSIA
68
LaSalle St. Investment Advisors
Illinois
$505K +$83.6K +1,664 +20%
SAI
69
Savvy Advisors Inc
New York
$496K -$244K -4,846 -33%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$481K +$272K +5,410 +129%
AC
71
Anson Capital
Georgia
$472K -$90.1K -1,792 -16%
TSS
72
Two Sigma Securities
New York
$470K +$472K +9,395 New
CAG
73
Csenge Advisory Group
Florida
$444K -$36.1K -718 -7%
RWM
74
Revisor Wealth Management
Ohio
$443K -$1.31K -26 -0.3%
SWM
75
Seed Wealth Management
Illinois
$435K