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Fidelity Low Duration Bond Factor ETF

57 hedge funds and large institutions have $162M invested in Fidelity Low Duration Bond Factor ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
27
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$34.4M +$25.3M +506,494 +278%
Wells Fargo
2
Wells Fargo
California
$21.3M +$7.26M +145,341 +52%
AIA
3
Acute Investment Advisory
Arizona
$12M +$202K +4,049 +2%
UBS Group
4
UBS Group
Switzerland
$11.1M -$3.45M -68,947 -24%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.99M +$1.32M +26,356 +17%
AWM
6
AE Wealth Management
Kansas
$6.32M +$635K +12,716 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.26M -$1.74M -34,886 -22%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.95M +$1.1M +22,003 +23%
Mariner
9
Mariner
Kansas
$5.48M +$5.48M +109,739 New
CPCP
10
Cedar Point Capital Partners
Iowa
$4.8M +$136K +2,729 +3%
LPL Financial
11
LPL Financial
California
$4.66M +$337K +6,753 +8%
SAM
12
Secure Asset Management
Michigan
$4.37M +$115K +2,307 +3%
Morgan Stanley
13
Morgan Stanley
New York
$4.11M -$3.72M -74,348 -48%
PD
14
Planning Directions
Pennsylvania
$3.07M +$1.49M +29,758 +94%
KDA
15
Kraft Davis & Associates
Missouri
$2.72M -$2.9M -57,959 -52%
SCA
16
Snowden Capital Advisors
New York
$2.36M +$326K +6,500 +16%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.1M +$452K +9,041 +27%
AWA
18
Arete Wealth Advisors
Illinois
$2.09M +$20.1K +402 +1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.79M +$894K +17,892 +100%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.61M +$1.02M +20,499 +175%
RFG
21
RFP Financial Group
Georgia
$1.5M +$1.5M +30,071 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.26M +$614K +12,280 +95%
KAS
23
Kestra Advisory Services
Texas
$1.22M +$219K +4,375 +22%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.17M -$178K -3,568 -13%
HI
25
Harbour Investments
Wisconsin
$1.17M +$1.17M +23,322 New