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Fidelity Investment Grade Securitized ETF
FSEC

46 hedge funds and large institutions have $9.15B invested in Fidelity Investment Grade Securitized ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

7% more funds holding

Funds holding: 43 → 46 (+3)

1.3% more ownership

Funds ownership: 207.33% → 208.63% (+1.3%)

3% more capital invested

Capital invested by funds: $8.88B → $9.15B (+$262M)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
15
Reduced
6
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$303M
2
GWSA
Global Wealth Strategies & Associates
Colorado
+$8.36M
3
Jane Street
Jane Street
New York
+$7.54M
4
KAS
Kestra Advisory Services
Texas
+$2.93M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.92M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$5.37M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.12M
3
Stifel Financial
Stifel Financial
Missouri
-$578K
4
TSS
Two Sigma Securities
New York
-$358K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$300K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
26
Chas P. Smith & Associates (CPS)
Florida
$343K – – –
MCM
27
MAI Capital Management
Ohio
$273K +$211K +4,774 +331%
Raymond James Financial
28
Raymond James Financial
Florida
$254K +$256K +5,789 New
SC
29
Savant Capital
Illinois
$240K +$242K +5,467 New
VFA
30
Valeo Financial Advisors
Indiana
$231K +$233K +5,269 New
SWP
31
ShoreHaven Wealth Partners
New Jersey
$225K -$1.33K -30 -0.6%
MAWAG
32
Mid-American Wealth Advisory Group
Missouri
$223K – – –
RFN
33
RDA Financial Network
Iowa
$209K +$211K +4,761 New
ASN
34
Advisory Services Network
Georgia
$132K +$134K +3,020 New
AWM
35
AE Wealth Management
Kansas
$130K +$72.6K +1,639 +124%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$126K +$127K +2,866 New
AF
37
Allworth Financial
California
$81.1K – – –
CPG
38
Cornerstone Planning Group
New Jersey
$80.9K +$89 +2 +0.1%
FFA
39
Farther Finance Advisors
California
$78.4K +$79.1K +1,785 New
IA
40
IFP Advisors
Florida
$75.9K +$1.11K +25 +1%
SCM
41
Sterling Capital Management
North Carolina
$25.5K +$399 +9 +2%
UBS Group
42
UBS Group
Switzerland
$23.8K +$17.4K +393 +264%
TPWA
43
Twin Peaks Wealth Advisors
California
$8.06K +$8.15K +184 New
SIS
44
Sound Income Strategies
Florida
$5.09K – – –
SS
45
Sunbelt Securities
Texas
$526 – – –
Morgan Stanley
46
Morgan Stanley
New York
$481 -$1.86K -42 -81%
Citadel Advisors
47
Citadel Advisors
Florida
– -$5.37M -121,727 Closed
Stifel Financial
48
Stifel Financial
Missouri
– -$578K -13,102 Closed
TSS
49
Two Sigma Securities
New York
– -$358K -8,105 Closed
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
– -$300K -6,806 Closed
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FSEC Hedge Fund Activity: Q1 2026 in Review

46 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Securitized ETF (FSEC) for Q1 2026, worth a combined $9.15B — up 2.9% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FSEC positions and 13 closed out — a net gain of 5 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $303M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.37M sold.

  • 46 institutional investors held Fidelity Investment Grade Securitized ETF (FSEC) as of Q1 2026, up from 43 in Q4 2025.
  • Funds reported $9.15B of Fidelity Investment Grade Securitized ETF stock for Q1 2026, up 2.9% quarter-over-quarter.
  • 18 funds opened new Fidelity Investment Grade Securitized ETF positions in Q1 2026 and 13 closed out, a net change of +5 holders.
  • The largest Fidelity Investment Grade Securitized ETF buyer in Q1 2026 was Fidelity Investments, an estimated $303M added.
  • The largest Fidelity Investment Grade Securitized ETF seller in Q1 2026 was Citadel Advisors, an estimated $5.37M sold.

Based on aggregated 13F filings for Q1 2026.