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Fidelity Low Duration Bond Factor ETF

40 hedge funds and large institutions have $77.7M invested in Fidelity Low Duration Bond Factor ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
13
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$32.6M 659,711 -24,502 -4%
Bank of America
2
Bank of America
North Carolina
$9.28M 187,903 +28,845 +18%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.17M 185,786 +6,089 +3%
AWM
4
AE Wealth Management
Kansas
$5.1M 103,346 +89,551 +649%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.45M 90,138 +13,695 +18%
AWA
6
Arete Wealth Advisors
Illinois
$2.15M 43,584 +4,425 +11%
Morgan Stanley
7
Morgan Stanley
New York
$1.43M 28,994 +11,520 +66%
Wells Fargo
8
Wells Fargo
California
$1.21M 24,529 -1,861 -7%
AW
9
ACG Wealth
Georgia
$1.2M 24,315 -1,300 -5%
Jane Street
10
Jane Street
New York
$1.13M 22,966 +9,783 +74%
Citadel Advisors
11
Citadel Advisors
Florida
$909K 18,402 -5,149 -22%
LWP
12
Lumature Wealth Partners
Georgia
$876K 17,748 -160,333 -90%
ASN
13
Advisory Services Network
Georgia
$705K 14,280 -101 -0.7%
SFS
14
Sowell Financial Services
Arkansas
$612K 12,367 +12,367 New
SB
15
Strategic Blueprint
Georgia
$578K 11,701 -2,710 -19%
LPL Financial
16
LPL Financial
California
$559K 11,323 -11,691 -51%
MSFS
17
Main Street Financial Solutions
Pennsylvania
$497K 10,070 +11 +0.1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$486K 9,837 +4,295 +77%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$468K 9,475 +9,475 New
AIM
20
Alhambra Investment Management
Florida
$399K 8,080 -1,650 -17%
SC
21
Seldon Capital
California
$399K 8,075
KAS
22
Kestra Advisory Services
Texas
$366K 7,412 +632 +9%
CMS
23
Capital Market Strategies
Florida
$365K 7,395
PAG
24
Private Advisor Group
New Jersey
$336K 6,800
ACA
25
Anchor Capital Advisors
Massachusetts
$305K 6,185 -6,855 -53%