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Fidelity Low Duration Bond Factor ETF

61 hedge funds and large institutions have $163M invested in Fidelity Low Duration Bond Factor ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
28
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$33M 660,990 +234,635 +55%
Bank of America
2
Bank of America
North Carolina
$13.4M 267,961 -420,420 -61%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.2M 264,191 +84,387 +47%
UBS Group
4
UBS Group
Switzerland
$10.4M 207,992 -13,157 -6%
Morgan Stanley
5
Morgan Stanley
New York
$7.58M 151,831 +69,677 +85%
AWM
6
AE Wealth Management
Kansas
$7.23M 144,895 +18,336 +14%
CPCP
7
Cedar Point Capital Partners
Iowa
$6.8M 136,291 +40,182 +42%
LPL Financial
8
LPL Financial
California
$6.76M 135,461 +42,236 +45%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.25M 125,208 +101,798 +435%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.13M 122,666 +3,550 +3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.55M 111,187 +111,187 New
SAM
12
Secure Asset Management
Michigan
$5.03M 100,795 +13,345 +15%
PCIA
13
Prime Capital Investment Advisors
Kansas
$4.93M 98,796 +98,796 New
PD
14
Planning Directions
Pennsylvania
$3.88M 77,724 +16,285 +27%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.59M 71,854 -53,449 -43%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.01M 60,350 +24,494 +68%
Jane Street
17
Jane Street
New York
$2.75M 55,122 +45,455 +470%
KDA
18
Kraft Davis & Associates
Missouri
$2.67M 53,295 -1,220 -2%
SCA
19
Snowden Capital Advisors
New York
$2.6M 51,900 +4,900 +10%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.11M 42,380 +21,352 +102%
AWA
21
Arete Wealth Advisors
Illinois
$2.06M 41,352 -535 -1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.78M 35,675 +10,497 +42%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.56M 31,305 -10,771 -26%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.27M 25,502 -6,741 -21%
KAS
25
Kestra Advisory Services
Texas
$1.13M 24,941 +620 +3%