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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 %
Comerica Bank
76
Comerica Bank
Texas
$141K +$104K +2,085 +286%
WBC
77
West Branch Capital
Massachusetts
$116K +$116K +2,308 New
IA
78
IFP Advisors
Florida
$98.4K +$901 +18 +0.9%
JWA
79
JFS Wealth Advisors
Pennsylvania
$92.8K +$1.1K +22 +1%
OP
80
ORG Partners
Indiana
$87.5K +$87.5K +1,747 New
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$82.2K -$46.8K -935 -36%
T
82
Tableaux
Massachusetts
$40K +$40K +40,000 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$25.1K +$25.1K +502 New
ADL
84
Asset Dedication LLC
California
$15K +$15K +299 New
EB
85
Eastern Bank
Massachusetts
$13.6K
SS
86
Sunbelt Securities
Texas
$8.14K -$999 -20 -11%
JFA
87
JNBA Financial Advisors
Minnesota
$7.56K +$1.05K +21 +16%
AAP
88
Arax Advisory Partners
Colorado
$7.18K +$50 +1 +0.7%
SWM
89
Spire Wealth Management
Virginia
$6.66K -$32.3K -645 -83%
CAM
90
Clarity Asset Management
Iowa
$5.31K +$5.31K +106 New
RF
91
Rossby Financial
Florida
$1.45K
BFP
92
Briaud Financial Planning
Texas
$1K +$1K +20 New
NMG
93
New Millennium Group
Utah
$675
TCM
94
Tradewinds Capital Management
Washington
$410
AF
95
Allworth Financial
California
$4
AIM
96
Archer Investment Management
Texas
-$7.42M -147,956 Closed
TR
97
Tepp RIA
New Jersey
-$421K -8,407 Closed
M1FG
98
Mach-1 Financial Group
Arkansas
-$358K -7,148 Closed
GJIA
99
Glass Jacobson Investment Advisors
Maryland
-$10.4K -208 Closed