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Fidelity Investment Grade Securitized ETF

34 hedge funds and large institutions have $7.88B invested in Fidelity Investment Grade Securitized ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+14
Holders Change %
+70%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
9
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.86B +$851M +19,545,751 +12%
Citadel Advisors
2
Citadel Advisors
Florida
$4.69M +$1.23M +28,339 +36%
Goldman Sachs
3
Goldman Sachs
New York
$3.91M +$2.53M +58,030 +182%
IA
4
Integrity Alliance
Iowa
$3.73M +$474K +10,873 +15%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$2.85M -$686K -15,849 -19%
Jane Street
6
Jane Street
New York
$2.52M +$2.52M +57,825 New
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$830K +$742K +17,024 +841%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$638K +$638K +14,657 New
HF
9
HRT Financial
New York
$629K +$629K +14,441 New
LPL Financial
10
LPL Financial
California
$498K +$200K +4,602 +67%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$491K +$491K +11,267 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$471K +$471K +10,807 New
Osaic Holdings
13
Osaic Holdings
Arizona
$424K -$35.6K -816 -8%
NL
14
NWAM LLC
Washington
$404K +$404K +9,353 New
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$392K -$56.2K -1,291 -13%
CWM
16
Calamos Wealth Management
Illinois
$390K
MWM
17
Mission Wealth Management
California
$321K +$321K +7,363 New
UBS Group
18
UBS Group
Switzerland
$315K +$244K +5,596 +345%
Creative Planning
19
Creative Planning
Kansas
$314K +$314K +7,200 New
FCBT
20
First Citizens Bank & Trust
North Carolina
$298K +$298K +6,839 New
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$278K +$278K +6,383 New
GF
22
Gries Financial
Ohio
$272K +$272K +6,246 New
HFA
23
High Falls Advisors
New York
$242K +$242K +5,565 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$135K
IA
25
IFP Advisors
Florida
$109K +$109K +2,500 New