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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
MWA
101
Medallion Wealth Advisors
Connecticut
$100K
FFA
102
Farther Finance Advisors
California
$100K +$101K +2,000 New
Citigroup
103
Citigroup
New York
$96.2K +$96.4K +1,915 New
JWA
104
JFS Wealth Advisors
Pennsylvania
$95.3K +$1.06K +21 +1%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$90.4K +$49.9K +991 +123%
ECA
106
Elevated Capital Advisors
Utah
$88.2K +$88.4K +1,756 New
IA
107
IFP Advisors
Florida
$66.4K -$33.1K -658 -33%
Comerica Bank
108
Comerica Bank
Texas
$47.9K -$3.92K -78 -8%
GWM
109
Geneos Wealth Management
Colorado
$28.3K -$107K -2,133 -79%
ME
110
McIlrath & Eck
Washington
$21.4K -$20K -398 -48%
RFP
111
Root Financial Partners
California
$21.2K +$11.2K +222 +111%
SWM
112
Spire Wealth Management
Virginia
$9.29K +$503 +10 +6%
JFA
113
JNBA Financial Advisors
Minnesota
$7.76K +$101 +2 +1%
TCM
114
Triumph Capital Management
Colorado
$7.53K +$7.55K +150 New
SS
115
Sunbelt Securities
Texas
$6.63K -$1.46K -29 -18%
CAM
116
Clarity Asset Management
Iowa
$5.45K +$101 +2 +2%
TLA
117
Tanglewood Legacy Advisors
Texas
$5.22K +$5.23K +104 New
TFGT
118
TS Financial Group (TSFG)
Illinois
$5K +$101 +2 +2%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$3.97K +$3.98K +79 New
RF
120
Rossby Financial
Florida
$1.46K
AAP
121
Arax Advisory Partners
Colorado
$1.18K +$1.16K +23 New
Q1WB
122
Quest 10 Wealth Builders
Virginia
$1.16K
AF
123
Allworth Financial
California
$978 +$956 +19 New
SWP
124
Strategic Wealth Partners
Ohio
$804 +$805 +16 New
NMG
125
New Millennium Group
Utah
$677