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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
GS
76
GWN Securities
Florida
$434K +$106K +2,104 +32%
GC
77
Grimes & Company
Massachusetts
$426K +$14.4K +287 +3%
VWS
78
Virtus Wealth Solutions
New Jersey
$399K -$262K -5,209 -40%
IFG
79
Independent Financial Group
California
$375K
NEPWA
80
New England Private Wealth Advisors
Massachusetts
$364K +$3.82K +76 +1%
SEP
81
Southland Equity Partners
Missouri
$355K -$15.2K -303 -4%
PFS
82
Prospera Financial Services
Texas
$340K -$29.7K -591 -8%
HG
83
Herbst Group
Connecticut
$333K -$2.06M -40,951 -86%
LWM
84
Liberty Wealth Management
California
$330K +$3.27K +65 +1%
SFA
85
Sequoia Financial Advisors
Ohio
$329K
SC
86
Seldon Capital
California
$328K
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$248K +$249K +4,951 New
SPC
88
Sigma Planning Corp
Michigan
$244K +$2.36K +47 +1%
KA
89
Kovack Advisors
Florida
$242K +$243K +4,832 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$239K +$240K +4,774 New
AC
91
Addison Capital
Pennsylvania
$224K
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$208K
TCM
93
TD Capital Management
Tennessee
$186K -$122K -2,434 -40%
BWL
94
Bogart Wealth LLC
Virginia
$175K +$176K +3,500 New
ASN
95
Advisory Services Network
Georgia
$129K -$245K -4,871 -65%
WBC
96
West Branch Capital
Massachusetts
$119K +$1.11K +22 +0.9%
SPIA
97
Steward Partners Investment Advisory
New York
$111K -$112K -2,225 -50%
ECA
98
Elevated Capital Advisors
Utah
$108K +$20.4K +406 +23%
MWA
99
Medallion Wealth Advisors
Connecticut
$100K
JWA
100
JFS Wealth Advisors
Pennsylvania
$95.9K +$1.05K +21 +1%