We are live on ! Find out more
FSEC icon

Fidelity Investment Grade Securitized ETF

20 hedge funds and large institutions have $7.01B invested in Fidelity Investment Grade Securitized ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more capital invested

Capital invested by funds: $3.04B → $7.01B (+$3.98B)

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

43% more funds holding

Funds holding: 1420 (+6)

2.55% more ownership

Funds ownership: 201.54%204.08% (+2.5%)

Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7B +$3.85B +89,593,223 +126%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.56M +$1.35M +31,427 +62%
Citadel Advisors
3
Citadel Advisors
Florida
$3.46M +$2.21M +51,439 +184%
IA
4
Integrity Alliance
Iowa
$3.26M +$3.21M +74,842 New
Goldman Sachs
5
Goldman Sachs
New York
$1.38M +$1.37M +31,807 New
Osaic Holdings
6
Osaic Holdings
Arizona
$460K +$122K +2,845 +37%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$448K +$143K +3,320 +48%
Citigroup
8
Citigroup
New York
$423K +$418K +9,730 New
CWM
9
Calamos Wealth Management
Illinois
$390K +$385K +8,963 New
LPL Financial
10
LPL Financial
California
$297K +$293K +6,820 New
TSS
11
Two Sigma Securities
New York
$227K +$224K +5,219 New
Mariner
12
Mariner
Kansas
$213K +$210K +4,901 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$135K +$108K +2,508 +422%
JP Morgan Chase
14
JP Morgan Chase
New York
$88.1K +$86.9K +2,025 New
UBS Group
15
UBS Group
Switzerland
$70.7K +$69.7K +1,624 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$56.8K +$56K +1,304 New
MCM
17
MAI Capital Management
Ohio
$49.2K +$48.5K +1,130 New
Morgan Stanley
18
Morgan Stanley
New York
$32.7K +$16K +373 +99%
SCM
19
Sterling Capital Management
North Carolina
$24.2K +$215 +5 +0.9%
SS
20
Sunbelt Securities
Texas
$522
Jane Street
21
Jane Street
New York
-$4.48M -105,396 Closed
MML Investors Services
22
MML Investors Services
Massachusetts
-$1.27M -29,829 Closed
Renaissance Technologies
23
Renaissance Technologies
New York
-$472K -11,100 Closed
Fisher Asset Management
24
Fisher Asset Management
Washington
-$357K -8,411 Closed
Bank of America
25
Bank of America
North Carolina
-$45.4K -1,069 Closed

FSEC Hedge Fund Activity: Q1 2025 in Review

20 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Securitized ETF (FSEC) for Q1 2025, worth a combined $7.01B — up 131% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FSEC positions and 5 closed out — a net gain of 6 holders — while 8 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.85B. The largest seller was Jane Street, exiting entirely with an estimated $4.48M sold.

  • 20 institutional investors held Fidelity Investment Grade Securitized ETF (FSEC) as of Q1 2025, up from 14 in Q4 2024.
  • Funds reported $7.01B of Fidelity Investment Grade Securitized ETF stock for Q1 2025, up 131% quarter-over-quarter.
  • 11 funds opened new Fidelity Investment Grade Securitized ETF positions in Q1 2025 and 5 closed out, a net change of +6 holders.
  • The largest Fidelity Investment Grade Securitized ETF buyer in Q1 2025 was Fidelity Investments, an estimated $3.85B added.
  • The largest Fidelity Investment Grade Securitized ETF seller in Q1 2025 was Jane Street, an estimated $4.48M sold.

Based on aggregated 13F filings for Q1 2025.