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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.

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 Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7B 160,787,258 +89,593,223 +126%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.56M 81,784 +31,427 +62%
Citadel Advisors
3
Citadel Advisors
Florida
$3.46M 79,437 +51,439 +184%
IA
4
Integrity Alliance
Iowa
$3.26M 74,842 +74,842 New
Goldman Sachs
5
Goldman Sachs
New York
$1.38M 31,807 +31,807 New
Osaic Holdings
6
Osaic Holdings
Arizona
$460K 10,546 +2,845 +37%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$448K 10,288 +3,320 +48%
Citigroup
8
Citigroup
New York
$423K 9,730 +9,730 New
CWM
9
Calamos Wealth Management
Illinois
$390K 8,963 +8,963 New
LPL Financial
10
LPL Financial
California
$297K 6,820 +6,820 New
TSS
11
Two Sigma Securities
New York
$227K 5,219 +5,219 New
Mariner
12
Mariner
Kansas
$213K 4,901 +4,901 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$135K 3,102 +2,508 +422%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$88.1K 2,025 +2,025 New
UBS Group
15
UBS Group
Switzerland
$70.7K 1,624 +1,624 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$56.8K 1,304 +1,304 New
MCM
17
MAI Capital Management
Ohio
$49.2K 1,130 +1,130 New
Morgan Stanley
18
Morgan Stanley
New York
$32.7K 751 +373 +99%
SCM
19
Sterling Capital Management
North Carolina
$24.2K 556 +5 +0.9%
SS
20
Sunbelt Securities
Texas
$522 12
Jane Street
21
Jane Street
New York
-105,396 Closed
MML Investors Services
22
MML Investors Services
Massachusetts
-29,829 Closed
Renaissance Technologies
23
Renaissance Technologies
New York
-11,100 Closed
Fisher Asset Management
24
Fisher Asset Management
Washington
-8,411 Closed
Bank of America
25
Bank of America
North Carolina
-1,069 Closed