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Fidelity Investment Grade Securitized ETF

14 hedge funds and large institutions have $3.04B invested in Fidelity Investment Grade Securitized ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

175% more capital invested

Capital invested by funds: $1.1B → $3.04B (+$1.93B)

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

56% more funds holding

Funds holding: 914 (+5)

29.96% less ownership

Funds ownership: 231.49%201.54% (-30%)

Holders
14
Holders Change
+5
Holders Change %
+55.56%
% of All Funds
0.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.03B +$2B +46,379,503 +187%
Jane Street
2
Jane Street
New York
$4.48M +$4.55M +105,396 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.14M +$2.17M +50,357 New
MML Investors Services
4
MML Investors Services
Massachusetts
$1.27M +$9.79K +227 +0.8%
Citadel Advisors
5
Citadel Advisors
Florida
$1.19M +$145K +3,371 +14%
Renaissance Technologies
6
Renaissance Technologies
New York
$472K +$479K +11,100 New
Fisher Asset Management
7
Fisher Asset Management
Washington
$357K +$363K +8,411 New
Osaic Holdings
8
Osaic Holdings
Arizona
$328K -$15.8K -367 -5%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$296K -$40.3K -933 -12%
Bank of America
10
Bank of America
North Carolina
$45.4K +$46.1K +1,069 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$25.2K +$25.6K +594 New
SCM
12
Sterling Capital Management
North Carolina
$23.4K +$23.8K +551 New
Morgan Stanley
13
Morgan Stanley
New York
$16.1K +$16.3K +377 +37,700%
SS
14
Sunbelt Securities
Texas
$510
JP Morgan Chase
15
JP Morgan Chase
New York
-$23.1K -521 Closed
BlackRock
16
BlackRock
New York
-$6.25K -141 Closed

FSEC Hedge Fund Activity: Q4 2024 in Review

14 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Securitized ETF (FSEC) for Q4 2024, worth a combined $3.04B — up 175% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FSEC positions and 2 closed out — a net gain of 5 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2B. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $40.3K.

  • 14 institutional investors held Fidelity Investment Grade Securitized ETF (FSEC) as of Q4 2024, up from 9 in Q3 2024.
  • Funds reported $3.04B of Fidelity Investment Grade Securitized ETF stock for Q4 2024, up 175% quarter-over-quarter.
  • 7 funds opened new Fidelity Investment Grade Securitized ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
  • The largest Fidelity Investment Grade Securitized ETF buyer in Q4 2024 was Fidelity Investments, an estimated $2B added.
  • The largest Fidelity Investment Grade Securitized ETF seller in Q4 2024 was Envestnet Portfolio Solutions, an estimated $40.3K sold.

Based on aggregated 13F filings for Q4 2024.