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Fidelity Low Duration Bond Factor ETF

94 hedge funds and large institutions have $326M invested in Fidelity Low Duration Bond Factor ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+12
Holders Change %
+14.63%
% of All Funds
1.26%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
19
Increased
42
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$46.3M -$11.7M -233,278 -20%
Raymond James Financial
2
Raymond James Financial
Florida
$28.9M +$27.8M +555,788 +2,487%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$28.5M +$4.97M +99,195 +21%
LPL Financial
4
LPL Financial
California
$21.9M +$1.99M +39,668 +10%
AWM
5
AE Wealth Management
Kansas
$15.8M -$363K -7,244 -2%
Morgan Stanley
6
Morgan Stanley
New York
$12.8M +$3.77M +75,260 +42%
Bank of America
7
Bank of America
North Carolina
$12.7M +$885K +17,670 +7%
Jane Street
8
Jane Street
New York
$9.71M +$7.77M +155,224 +400%
FS
9
Financially Speaking
Colorado
$9.28M +$6.94M +138,666 +297%
KAS
10
Kestra Advisory Services
Texas
$8.81M +$2.19M +43,751 +33%
HA
11
Huntleigh Advisors
Missouri
$8.31M +$8.31M +166,044 New
UBS Group
12
UBS Group
Switzerland
$8.27M -$382K -7,639 -4%
MML Investors Services
13
MML Investors Services
Massachusetts
$7.2M +$3.39M +67,776 +89%
PCIA
14
Prime Capital Investment Advisors
Kansas
$6.48M -$1.48M -29,583 -19%
FIA
15
Foundations Investment Advisors
Arizona
$6.15M +$595K +11,879 +11%
CPCP
16
Cedar Point Capital Partners
Iowa
$5.87M -$1.69M -33,724 -22%
PD
17
Planning Directions
Pennsylvania
$5.76M +$790K +15,781 +16%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.29M -$159K -3,183 -3%
RFP
19
RCS Financial Planning
Maryland
$5.03M -$7.64K -152 -0.2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.76M +$318K +6,359 +7%
AWA
21
Arete Wealth Advisors
Illinois
$4.64M +$778K +15,530 +20%
NAS
22
NWF Advisory Services
California
$4.08M -$129K -2,582 -3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.86M +$1.8M +35,884 +87%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.6M -$68.4K -1,367 -2%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.54M +$747K +14,923 +27%