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Fidelity Low Duration Bond Factor ETF

53 hedge funds and large institutions have $132M invested in Fidelity Low Duration Bond Factor ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
24
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$14.5M 290,096 -143,863 -33%
Wells Fargo
2
Wells Fargo
California
$14M 281,014 +152,344 +118%
AIA
3
Acute Investment Advisory
Arizona
$11.8M 236,574 +6,654 +3%
Bank of America
4
Bank of America
North Carolina
$9.08M 181,887 -45,025 -20%
Jane Street
5
Jane Street
New York
$8.29M 166,188 +139,783 +529%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.99M 160,189 +112,921 +239%
Morgan Stanley
7
Morgan Stanley
New York
$7.81M 156,502 +104,617 +202%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.66M 153,448 -28,993 -16%
AWM
9
AE Wealth Management
Kansas
$5.7M 113,843 +12,619 +12%
KDA
10
Kraft Davis & Associates
Missouri
$5.63M 112,474 -18,338 -14%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.85M 97,113 -65,147 -40%
CPCP
12
Cedar Point Capital Partners
Iowa
$4.66M 93,380 +93,380 New
LPL Financial
13
LPL Financial
California
$4.31M 86,472 +39,558 +84%
SAM
14
Secure Asset Management
Michigan
$4.25M 85,143 +1,265 +2%
AWA
15
Arete Wealth Advisors
Illinois
$2.07M 41,485 +32,208 +347%
SCA
16
Snowden Capital Advisors
New York
$2.02M 40,500 +40,500 New
MML Investors Services
17
MML Investors Services
Massachusetts
$1.65M 33,035 +28,361 +607%
PD
18
Planning Directions
Pennsylvania
$1.58M 31,681 +31,681 New
OMC
19
Old Mission Capital
Illinois
$1.48M 29,629 +29,629 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.35M 26,978 +17,086 +173%
KAS
21
Kestra Advisory Services
Texas
$995K 19,946 -1,732 -8%
HighTower Advisors
22
HighTower Advisors
Illinois
$985K 19,774 -437 -2%
BCM
23
Brookstone Capital Management
Illinois
$941K 18,860 +738 +4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$896K 17,964 +7,619 +74%
GCA
25
Genesee Capital Advisors
New York
$706K 14,147 +197 +1%