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Fidelity Low Duration Bond Factor ETF

46 hedge funds and large institutions have $89.8M invested in Fidelity Low Duration Bond Factor ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$26.1M 523,283 -39,818 -7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.8M 176,698 +17,215 +11%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.98M 139,998 +38,682 +38%
Bank of America
4
Bank of America
North Carolina
$6.91M 138,745 -14,814 -10%
KDA
5
Kraft Davis & Associates
Missouri
$6.6M 132,642 +132,642 New
Wells Fargo
6
Wells Fargo
California
$4.58M 91,934 +10,799 +13%
AWM
7
AE Wealth Management
Kansas
$4.5M 90,403 +14,421 +19%
SAM
8
Secure Asset Management
Michigan
$4.21M 84,561 +33,577 +66%
Jane Street
9
Jane Street
New York
$2.93M 58,869 +54,236 +1,171%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.84M 57,074 +46,366 +433%
Morgan Stanley
11
Morgan Stanley
New York
$2.42M 48,671 +994 +2%
LPL Financial
12
LPL Financial
California
$2.16M 43,289 +5,189 +14%
AWA
13
Arete Wealth Advisors
Illinois
$2.12M 42,528 -241 -0.6%
GCA
14
Genesee Capital Advisors
New York
$714K 14,339 +14,339 New
ASN
15
Advisory Services Network
Georgia
$707K 14,188 -3,776 -21%
SWM
16
Seed Wealth Management
Illinois
$647K 13,000
RJFSA
17
Raymond James Financial Services Advisors
Florida
$493K 9,892 -2,959 -23%
MSFS
18
Main Street Financial Solutions
Pennsylvania
$428K 8,596 +9 +0.1%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$419K 8,415 -12,663 -60%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$396K 7,947 +1,000 +14%
Stifel Financial
21
Stifel Financial
Missouri
$387K 7,766 +181 +2%
AWM
22
Axxcess Wealth Management
California
$372K 7,468 +1,272 +21%
CMS
23
Capital Market Strategies
Florida
$368K 7,395 +7,395 New
KA
24
Kovack Advisors
Florida
$358K 7,179 +91 +1%
ACA
25
Anchor Capital Advisors
Massachusetts
$305K 6,115