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Fidelity Low Duration Bond Factor ETF

82 hedge funds and large institutions have $268M invested in Fidelity Low Duration Bond Factor ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
47
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$58M +$1.81M +36,065 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$23.6M +$6.9M +137,749 +41%
LPL Financial
3
LPL Financial
California
$19.9M +$4.72M +94,120 +31%
AWM
4
AE Wealth Management
Kansas
$16.2M +$1.34M +26,733 +9%
Bank of America
5
Bank of America
North Carolina
$11.9M +$321K +6,404 +3%
Morgan Stanley
6
Morgan Stanley
New York
$9.06M +$181K +3,621 +2%
UBS Group
7
UBS Group
Switzerland
$8.66M +$497K +9,914 +6%
PCIA
8
Prime Capital Investment Advisors
Kansas
$7.97M +$1.63M +32,608 +26%
CPCP
9
Cedar Point Capital Partners
Iowa
$7.56M +$16.9K +338 +0.2%
AIM
10
Archer Investment Management
Texas
$7.42M +$531K +10,598 +8%
KAS
11
Kestra Advisory Services
Texas
$6.63M +$4.59M +91,661 +226%
AC
12
Avestar Capital
New York
$6.42M +$6.42M +128,054 New
FIA
13
Foundations Investment Advisors
Arizona
$5.56M +$4.12M +82,300 +287%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.47M -$470K -9,378 -8%
RFP
15
RCS Financial Planning
Maryland
$5.04M +$155K +3,075 +3%
PD
16
Planning Directions
Pennsylvania
$4.98M +$909K +18,136 +22%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.44M +$2.8M +55,851 +170%
NAS
18
NWF Advisory Services
California
$4.22M -$4.02M -80,183 -49%
AWA
19
Arete Wealth Advisors
Illinois
$3.87M +$406K +8,093 +12%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.81M +$1.49M +29,783 +64%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.67M -$234K -4,666 -6%
LTL
22
Lowery Thomas LLC
California
$3.29M +$1.75K +35 +0.1%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.8M +$445K +8,876 +19%
SCA
24
Snowden Capital Advisors
New York
$2.63M +$171K +3,400 +7%
LWM
25
Lakeridge Wealth Management
Ohio
$2.41M +$929K +18,536 +63%