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Fidelity Low Duration Bond Factor ETF

125 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 20 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
76
GWN Securities
Florida
$434K
GC
77
Grimes & Company
Massachusetts
$426K
VWS
78
Virtus Wealth Solutions
New Jersey
$399K
IFG
79
Independent Financial Group
California
$375K
NEPWA
80
New England Private Wealth Advisors
Massachusetts
$364K
SEP
81
Southland Equity Partners
Missouri
$355K
PFS
82
Prospera Financial Services
Texas
$340K
HG
83
Herbst Group
Connecticut
$333K
LWM
84
Liberty Wealth Management
California
$330K
SFA
85
Sequoia Financial Advisors
Ohio
$329K
SC
86
Seldon Capital
California
$328K
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$248K
SPC
88
Sigma Planning Corp
Michigan
$244K
KA
89
Kovack Advisors
Florida
$242K
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$239K
AC
91
Addison Capital
Pennsylvania
$224K
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$208K
TCM
93
TD Capital Management
Tennessee
$186K
BWL
94
Bogart Wealth LLC
Virginia
$175K
ASN
95
Advisory Services Network
Georgia
$129K
WBC
96
West Branch Capital
Massachusetts
$119K
SPIA
97
Steward Partners Investment Advisory
New York
$111K
ECA
98
Elevated Capital Advisors
Utah
$108K
MWA
99
Medallion Wealth Advisors
Connecticut
$100K
JWA
100
JFS Wealth Advisors
Pennsylvania
$95.9K