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Fidelity Investment Grade Securitized ETF

33 hedge funds and large institutions have $7.88B invested in Fidelity Investment Grade Securitized ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
+13
Holders Change %
+65%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
9
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.86B 180,333,009 +19,545,751 +12%
Citadel Advisors
2
Citadel Advisors
Florida
$4.69M 107,776 +28,339 +36%
Goldman Sachs
3
Goldman Sachs
New York
$3.91M 89,837 +58,030 +182%
IA
4
Integrity Alliance
Iowa
$3.73M 85,715 +10,873 +15%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$2.85M 65,935 -15,849 -19%
Jane Street
6
Jane Street
New York
$2.52M 57,825 +57,825 New
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$830K 19,049 +17,024 +841%
HF
8
HRT Financial
New York
$629K 14,441 +14,441 New
LPL Financial
9
LPL Financial
California
$498K 11,422 +4,602 +67%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$491K 11,267 +11,267 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$471K 10,807 +10,807 New
Osaic Holdings
12
Osaic Holdings
Arizona
$424K 9,730 -816 -8%
NL
13
NWAM LLC
Washington
$404K 9,353 +9,353 New
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$392K 8,997 -1,291 -13%
CWM
15
Calamos Wealth Management
Illinois
$390K 8,963
MWM
16
Mission Wealth Management
California
$321K 7,363 +7,363 New
UBS Group
17
UBS Group
Switzerland
$315K 7,220 +5,596 +345%
Creative Planning
18
Creative Planning
Kansas
$314K 7,200 +7,200 New
FCBT
19
First Citizens Bank & Trust
North Carolina
$298K 6,839 +6,839 New
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$278K 6,383 +6,383 New
GF
21
Gries Financial
Ohio
$272K 6,246 +6,246 New
HFA
22
High Falls Advisors
New York
$242K 5,565 +5,565 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$135K 3,102
IA
24
IFP Advisors
Florida
$109K 2,500 +2,500 New
EWA
25
EP Wealth Advisors
California
$102K 2,338 +2,338 New