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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
SEP
76
Southland Equity Partners
Missouri
$372K +$148K +2,932 +66%
PFS
77
Prospera Financial Services
Texas
$371K -$2.37K -47 -0.6%
SWP
78
Stratos Wealth Partners
Ohio
$366K +$3.37K +67 +0.9%
NEPWA
79
New England Private Wealth Advisors
Massachusetts
$362K +$38.7K +770 +12%
SFA
80
Sequoia Financial Advisors
Ohio
$331K -$50.3K -1,000 -13%
GS
81
GWN Securities
Florida
$330K -$53.8K -1,069 -14%
SC
82
Seldon Capital
California
$329K -$76.6K -1,523 -19%
LWM
83
Liberty Wealth Management
California
$327K +$2.92K +58 +0.9%
GRP
84
Global Retirement Partners
California
$327K +$3.72K +74 +1%
PI
85
Parkside Investments
Illinois
$326K +$75.5K +1,500 +30%
TCM
86
TD Capital Management
Tennessee
$309K +$3.47K +69 +1%
DC
87
Davenport & Co
Virginia
$301K -$252K -5,000 -45%
PCM
88
Parsons Capital Management
Rhode Island
$300K +$300K +5,965 New
JWCA
89
J.W. Cole Advisors
Florida
$257K -$47.2K -938 -15%
SPC
90
Sigma Planning Corp
Michigan
$242K +$243K +4,823 New
AC
91
Addison Capital
Pennsylvania
$225K
SPIA
92
Steward Partners Investment Advisory
New York
$224K -$106K -2,100 -32%
GWM
93
GK Wealth Management
Nevada
$222K +$223K +4,429 New
AIA
94
Accelerate Investment Advisors
California
$215K +$4.63K +92 +2%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$211K +$53.1K +1,056 +34%
OC
96
Oppenheimer & Co
New York
$211K -$173K -3,443 -45%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$208K +$201K +4,000 +2,667%
WA
98
WPG Advisers
Maryland
$165K +$166K +3,294 New
JP Morgan Chase
99
JP Morgan Chase
New York
$129K +$40.6K +806 +46%
WBC
100
West Branch Capital
Massachusetts
$118K +$1.16K +23 +1%