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Fidelity Low Duration Bond Factor ETF

54 hedge funds and large institutions have $106M invested in Fidelity Low Duration Bond Factor ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
18
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$21.5M 433,959 -89,324 -17%
AIA
2
Acute Investment Advisory
Arizona
$11.4M 229,920 +229,920 New
Bank of America
3
Bank of America
North Carolina
$11.2M 226,912 +88,167 +64%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.04M 182,441 +5,743 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.04M 162,260 +22,262 +16%
KDA
6
Kraft Davis & Associates
Missouri
$6.47M 130,812 -1,830 -1%
Wells Fargo
7
Wells Fargo
California
$6.37M 128,670 +36,736 +40%
AWM
8
AE Wealth Management
Kansas
$5.01M 101,224 +10,821 +12%
SAM
9
Secure Asset Management
Michigan
$4.16M 83,878 -683 -0.8%
Morgan Stanley
10
Morgan Stanley
New York
$2.57M 51,885 +3,214 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.34M 47,268 -9,806 -17%
LPL Financial
12
LPL Financial
California
$2.32M 46,914 +3,625 +8%
Jane Street
13
Jane Street
New York
$1.31M 26,405 -32,464 -55%
KAS
14
Kestra Advisory Services
Texas
$1.07M 21,678 +21,678 New
HighTower Advisors
15
HighTower Advisors
Illinois
$1M 20,211 +20,211 New
BCM
16
Brookstone Capital Management
Illinois
$897K 18,122 +18,122 New
GCA
17
Genesee Capital Advisors
New York
$691K 13,950 -389 -3%
SIS
18
Strategic Investment Solutions
Illinois
$646K 12,986 +12,986 New
SWM
19
Seed Wealth Management
Illinois
$644K 13,000
ASN
20
Advisory Services Network
Georgia
$634K 12,800 -1,388 -10%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$561K 11,324 +11,324 New
BWM
22
Birchcreek Wealth Management
Ohio
$518K 10,453 +10,453 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$512K 10,345 +2,398 +30%
WAAG
24
Wealth Alliance Advisory Group
Kansas
$508K 10,260 +10,260 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$490K 9,892