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Fidelity Low Duration Bond Factor ETF

63 hedge funds and large institutions have $176M invested in Fidelity Low Duration Bond Factor ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
26
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$49.9M 993,092 +332,102 +50%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12.3M 245,386 -18,805 -7%
Bank of America
3
Bank of America
North Carolina
$12M 239,030 -28,931 -11%
LPL Financial
4
LPL Financial
California
$11.6M 231,661 +96,200 +71%
UBS Group
5
UBS Group
Switzerland
$9.78M 194,733 -13,259 -6%
AWM
6
AE Wealth Management
Kansas
$7.74M 154,211 +9,316 +6%
Morgan Stanley
7
Morgan Stanley
New York
$7.55M 150,373 -1,458 -1%
CPCP
8
Cedar Point Capital Partners
Iowa
$7.16M 142,644 +6,353 +5%
PCIA
9
Prime Capital Investment Advisors
Kansas
$5.78M 115,050 +16,254 +16%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.76M 94,775 -27,891 -23%
PD
11
Planning Directions
Pennsylvania
$4.01M 79,796 +2,072 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.9M 77,636 +5,782 +8%
AWA
13
Arete Wealth Advisors
Illinois
$3.4M 67,752 +26,400 +64%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.71M 54,043 -6,307 -10%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.47M 49,240 -61,947 -56%
SCA
16
Snowden Capital Advisors
New York
$2.47M 48,900 -3,000 -6%
LTL
17
Lowery Thomas LLC
California
$2.44M 48,636 +48,636 New
HighTower Advisors
18
HighTower Advisors
Illinois
$2.31M 46,058 +3,678 +9%
GLR
19
Great Lakes Retirement
Ohio
$2.3M 45,617 +45,617 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.2M 43,800 +8,125 +23%
KDA
21
Kraft Davis & Associates
Missouri
$1.71M 34,180 -19,115 -36%
KAS
22
Kestra Advisory Services
Texas
$1.65M 32,832 +7,891 +32%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.64M 32,678 +1,373 +4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.5M 29,786 +4,284 +17%
FAM
25
Family Asset Management
South Carolina
$1.24M 24,678 +24,678 New