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Fidelity Low Duration Bond Factor ETF

126 hedge funds and large institutions have $491M invested in Fidelity Low Duration Bond Factor ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

91% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 32

31% more capital invested

Capital invested by funds: $375M → $491M (+$116M)

17% more funds holding

Funds holding: 108126 (+18)

3.91% more ownership

Funds ownership: 36.6%40.52% (+3.9%)

Holders
126
Holders Change
+18
Holders Change %
+16.67%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
25
Increased
61
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$51.4M +$1.46M +29,079 +3%
Raymond James Financial
2
Raymond James Financial
Florida
$39M +$7.99M +158,762 +26%
AWM
3
Athena Wealth Management
Nevada
$37.6M +$37.6M +747,658 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$32.4M +$10.4M +205,846 +47%
LPL Financial
5
LPL Financial
California
$26.8M +$2.96M +58,829 +12%
AWM
6
AE Wealth Management
Kansas
$20.1M +$2.99M +59,482 +17%
Morgan Stanley
7
Morgan Stanley
New York
$18.7M +$331K +6,572 +2%
FS
8
Financially Speaking
Colorado
$17.5M +$12.1M +241,216 +224%
Bank of America
9
Bank of America
North Carolina
$15.7M +$457K +9,081 +3%
Goldman Sachs
10
Goldman Sachs
New York
$13.7M +$13.7M +272,283 New
MML Investors Services
11
MML Investors Services
Massachusetts
$13.3M -$1.76M -35,058 -12%
KAS
12
Kestra Advisory Services
Texas
$12.4M +$2.54M +50,496 +26%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.4M +$980K +19,485 +10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.2M -$1.66M -32,936 -14%
KDA
15
Kraft Davis & Associates
Missouri
$8.72M +$1.77M +35,258 +26%
UBS Group
16
UBS Group
Switzerland
$8.66M -$11.3K -224 -0.1%
FIA
17
Foundations Investment Advisors
Arizona
$8.32M +$995K +19,764 +14%
PCIA
18
Prime Capital Investment Advisors
Kansas
$8.24M +$1.22M +24,182 +17%
WA
19
WealthTrust Axiom
Pennsylvania
$7.96M +$1.68M +33,401 +27%
CPCP
20
Cedar Point Capital Partners
Iowa
$6.35M +$306K +6,087 +5%
RFP
21
RCS Financial Planning
Maryland
$6.11M +$459K +9,116 +8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.86M +$812K +16,128 +16%
HA
23
Huntleigh Advisors
Missouri
$5.74M -$156K -3,094 -3%
PD
24
Planning Directions
Pennsylvania
$5.7M -$274K -5,447 -5%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$5.68M +$3.6M +71,490 +172%