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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
WA
101
WPG Advisers
Maryland
$75.1K -$90.1K -1,793 -54%
IA
102
IFP Advisors
Florida
$66.6K +$452 +9 +0.7%
BW
103
Basepoint Wealth
Iowa
$58.9K +$59.2K +1,177 New
SWM
104
Spire Wealth Management
Virginia
$45.4K +$36.3K +722 +390%
FFA
105
Farther Finance Advisors
California
$33.4K -$67K -1,333 -67%
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$33.2K +$33.4K +664 New
GWM
107
Geneos Wealth Management
Colorado
$28.5K +$302 +6 +1%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$25.3K -$65K -1,294 -72%
GIA
109
GHP Investment Advisors
Colorado
$25.1K +$25.2K +501 New
ME
110
McIlrath & Eck
Washington
$21.4K
RFP
111
Root Financial Partners
California
$11.1K -$10.1K -200 -47%
Q1WB
112
Quest 10 Wealth Builders
Virginia
$8.66K +$7.54K +150 +652%
JFA
113
JNBA Financial Advisors
Minnesota
$7.82K +$50 +1 +0.6%
TCM
114
Triumph Capital Management
Colorado
$7.51K
SS
115
Sunbelt Securities
Texas
$6.61K
KFG
116
Kingdom Financial Group
Arizona
$5.41K +$4.92K +98 +980%
LAS
117
Lloyd Advisory Services
Georgia
$5.41K +$5.43K +108 New
TLA
118
Tanglewood Legacy Advisors
Texas
$5.21K
TFGT
119
TS Financial Group (TSFG)
Illinois
$4K -$1.11K -22 -22%
SIS
120
Sound Income Strategies
Florida
$3.95K +$3.97K +79 New
MWM
121
Mosley Wealth Management
California
$2.11K +$2.11K +42 New
RF
122
Rossby Financial
Florida
$1.45K
AAP
123
Arax Advisory Partners
Colorado
$1.18K +$28.1K +560 +2,435%
AWM
124
Abound Wealth Management
Tennessee
$26 +$50 +1 New
AF
125
Allworth Financial
California
$20 -$955 -19 Closed