We are live on ! Find out more
FSEC icon

Fidelity Investment Grade Securitized ETF

41 hedge funds and large institutions have $8.57B invested in Fidelity Investment Grade Securitized ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

21% more funds holding

Funds holding: 3441 (+7)

9% more capital invested

Capital invested by funds: $7.88B → $8.57B (+$694M)

2.43% more ownership

Funds ownership: 204.2%206.63% (+2.4%)

Holders
41
Holders Change
+7
Holders Change %
+20.59%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
10
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$257K +$255K +5,826 New
D
27
Dentgroup
Louisiana
$234K +$232K +5,316 New
JWCA
28
J.W. Cole Advisors
Florida
$225K +$223K +5,104 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$218K -$424K -9,707 -66%
MCM
30
MAI Capital Management
Ohio
$191K +$139K +3,190 +282%
UBS Group
31
UBS Group
Switzerland
$153K -$164K -3,757 -52%
Bank of America
32
Bank of America
North Carolina
$122K +$121K +2,757 New
AWM
33
AE Wealth Management
Kansas
$97.2K +$96.4K +2,204 New
CPG
34
Cornerstone Planning Group
New Jersey
$81.6K +$80.5K +1,842 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$73K +$72K +1,647 New
IA
36
IFP Advisors
Florida
$70.6K -$39.3K -900 -36%
ASN
37
Advisory Services Network
Georgia
$26.5K +$26.3K +601 New
SCM
38
Sterling Capital Management
North Carolina
$25K +$219 +5 +0.9%
SIS
39
Sound Income Strategies
Florida
$5.14K +$5.07K +116 New
SS
40
Sunbelt Securities
Texas
$529
Morgan Stanley
41
Morgan Stanley
New York
$97 -$76.4K -1,748 -100%
Goldman Sachs
42
Goldman Sachs
New York
-$3.91M -89,837 Closed
Jane Street
43
Jane Street
New York
-$2.52M -57,825 Closed
MWM
44
Mission Wealth Management
California
-$321K -7,363 Closed
Creative Planning
45
Creative Planning
Kansas
-$314K -7,200 Closed
FCBT
46
First Citizens Bank & Trust
North Carolina
-$298K -6,839 Closed
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
-$278K -6,383 Closed
Raymond James Financial
48
Raymond James Financial
Florida
-$52K -1,193 Closed
DJSG
49
D.J. St. Germain
Massachusetts
-$47.6K -1,093 Closed
TPWA
50
Twin Peaks Wealth Advisors
California
-$3.8K -87 Closed

FSEC Hedge Fund Activity: Q3 2025 in Review

41 of the 7,626 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Securitized ETF (FSEC) for Q3 2025, worth a combined $8.57B — up 8.8% from $7.88B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FSEC positions and 9 closed out — a net gain of 8 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $594M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.91M sold.

  • 41 institutional investors held Fidelity Investment Grade Securitized ETF (FSEC) as of Q3 2025, up from 34 in Q2 2025.
  • Funds reported $8.57B of Fidelity Investment Grade Securitized ETF stock for Q3 2025, up 8.8% quarter-over-quarter.
  • 17 funds opened new Fidelity Investment Grade Securitized ETF positions in Q3 2025 and 9 closed out, a net change of +8 holders.
  • The largest Fidelity Investment Grade Securitized ETF buyer in Q3 2025 was Fidelity Investments, an estimated $594M added.
  • The largest Fidelity Investment Grade Securitized ETF seller in Q3 2025 was Goldman Sachs, an estimated $3.91M sold.

Based on aggregated 13F filings for Q3 2025.