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Fidelity Low Duration Bond Factor ETF

47 hedge funds and large institutions have $2.19B invested in Fidelity Low Duration Bond Factor ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
8
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$2.11B 42,668 -916 -2%
UBS Group
2
UBS Group
Switzerland
$30.6M 618,326 -41,385 -6%
Bank of America
3
Bank of America
North Carolina
$8.24M 166,604 -21,299 -11%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.95M 140,372 -45,414 -24%
KDA
5
Kraft Davis & Associates
Missouri
$6.31M 126,488 +126,488 New
AWM
6
AE Wealth Management
Kansas
$5.05M 101,963 -1,383 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.65M 93,986 +3,848 +4%
Morgan Stanley
8
Morgan Stanley
New York
$2.76M 55,712 +26,718 +92%
Wells Fargo
9
Wells Fargo
California
$2.75M 55,522 +30,993 +126%
SAM
10
Secure Asset Management
Michigan
$2.28M 46,061 +46,061 New
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$1.06M 21,415 +21,415 New
ASN
12
Advisory Services Network
Georgia
$937K 18,939 +4,659 +33%
LPL Financial
13
LPL Financial
California
$851K 17,198 +5,875 +52%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$785K 15,867 +6,030 +61%
SWM
15
Seed Wealth Management
Illinois
$643K 13,000 +13,000 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$464K 9,374 -101 -1%
MSFS
17
Main Street Financial Solutions
Pennsylvania
$424K 8,578 -1,492 -15%
Jane Street
18
Jane Street
New York
$410K 8,288 -14,678 -64%
SC
19
Seldon Capital
California
$400K 8,075
LWP
20
Lumature Wealth Partners
Georgia
$390K 7,886 -9,862 -56%
Stifel Financial
21
Stifel Financial
Missouri
$384K 7,766 +7,766 New
CMS
22
Capital Market Strategies
Florida
$366K 7,395
SB
23
Strategic Blueprint
Georgia
$336K 6,783 -4,918 -42%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$326K 6,595 +6,595 New
AWM
25
Axxcess Wealth Management
California
$317K 6,400 +2,318 +57%