Fidelity Investment Grade Securitized ETF
FSEC
34 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 18 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
70% more funds holding
Funds holding: 20 → 34 (+14)
12% more capital invested
Capital invested by funds: $7.01B → $7.88B (+$869M)
0.12% more ownership
Funds ownership: 204.08% → 204.2% (+0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$842M |
| 2 |
Goldman Sachs
New York
|
+$2.5M |
| 3 |
Jane Street
New York
|
+$2.49M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.22M |
| 5 |
JP Morgan Chase
New York
|
+$734K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$683K |
| 2 |
Citigroup
New York
|
-$423K |
| 3 |
TSS
Two Sigma Securities
New York
|
-$227K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$213K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$66.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
26
EP Wealth Advisors
Torrance,
California
| $102K | +$101K | +2,338 | New |
|
|
AF
27
Allworth Financial
Folsom,
California
| $80.6K | +$79.7K | +1,850 | New |
|
28
Morgan Stanley
New York
| $76.2K | +$43.1K | +999 | +133% |
|
29
Raymond James Financial
St Petersburg,
Florida
| $52K | +$51.4K | +1,193 | New |
|
|
MCM
30
MAI Capital Management
Independence,
Ohio
| $49.2K | – | – | – |
|
|
DJSG
31
D.J. St. Germain
Springfield,
Massachusetts
| $47.6K | +$47.1K | +1,093 | New |
|
|
SCM
32
Sterling Capital Management
Charlotte,
North Carolina
| $24.4K | +$215 | +5 | +0.9% |
|
|
TPWA
33
Twin Peaks Wealth Advisors
Burlingame,
California
| $3.8K | +$3.75K | +87 | New |
|
|
SS
34
Sunbelt Securities
Houston,
Texas
| $510 | – | – | – |
|
|
35
Citigroup
New York
| – | -$423K | -9,730 | Closed |
|
|
TSS
36
Two Sigma Securities
New York
| – | -$227K | -5,219 | Closed |
|
|
37
Mariner
Overland Park,
Kansas
| – | -$213K | -4,901 | Closed |
|
38
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$56.8K | -1,304 | Closed |
|
FSEC Hedge Fund Activity: Q2 2025 in Review
34 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Securitized ETF (FSEC) for Q2 2025, worth a combined $7.88B — up 12% from $7.01B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FSEC positions and 4 closed out — a net gain of 14 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $842M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $683K.
- 34 institutional investors held Fidelity Investment Grade Securitized ETF (FSEC) as of Q2 2025, up from 20 in Q1 2025.
- Funds reported $7.88B of Fidelity Investment Grade Securitized ETF stock for Q2 2025, up 12% quarter-over-quarter.
- 18 funds opened new Fidelity Investment Grade Securitized ETF positions in Q2 2025 and 4 closed out, a net change of +14 holders.
- The largest Fidelity Investment Grade Securitized ETF buyer in Q2 2025 was Fidelity Investments, an estimated $842M added.
- The largest Fidelity Investment Grade Securitized ETF seller in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $683K sold.
Based on aggregated 13F filings for Q2 2025.