We are live on ! Find out more
FSEC icon

Fidelity Investment Grade Securitized ETF

6 hedge funds and large institutions have $2.92M invested in Fidelity Investment Grade Securitized ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more capital invested

Capital invested by funds: $1.81M → $2.92M (+$1.11M)

50% more funds holding

Funds holding: 46 (+2)

29.12% more ownership

Funds ownership: 55.91%85.03% (+29%)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.29M +$906K +22,169 +71%
Osaic Holdings
2
Osaic Holdings
Arizona
$291K
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$290K
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$48.4K +$46K +1,125 New
SS
5
Sunbelt Securities
Texas
$514
UBS Group
6
UBS Group
Switzerland
$43 +$41 +1 New

FSEC Hedge Fund Activity: Q4 2023 in Review

6 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Securitized ETF (FSEC) for Q4 2023, worth a combined $2.92M — up 62% from $1.81M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FSEC positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Jane Street, adding an estimated $906K.

  • 6 institutional investors held Fidelity Investment Grade Securitized ETF (FSEC) as of Q4 2023, up from 4 in Q3 2023.
  • Funds reported $2.92M of Fidelity Investment Grade Securitized ETF stock for Q4 2023, up 62% quarter-over-quarter.
  • 2 funds opened new Fidelity Investment Grade Securitized ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
  • The largest Fidelity Investment Grade Securitized ETF buyer in Q4 2023 was Jane Street, an estimated $906K added.

Based on aggregated 13F filings for Q4 2023.