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Fidelity Investment Grade Securitized ETF
FSEC

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

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

70% more funds holding

Funds holding: 20 → 34 (+14)

12% more capital invested

Capital invested by funds: $7.01B → $7.88B (+$869M)

0.12% more ownership

Funds ownership: 204.08% → 204.2% (+0.12%)

Holders
34
Holders Change
+14
Holders Change %
+70%
% of All Funds
0.45%
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
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$842M
2
Goldman Sachs
Goldman Sachs
New York
+$2.5M
3
Jane Street
Jane Street
New York
+$2.49M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.22M
5
JP Morgan Chase
JP Morgan Chase
New York
+$734K

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$683K
2
Citigroup
Citigroup
New York
-$423K
3
TSS
Two Sigma Securities
New York
-$227K
4
Mariner
Mariner
Kansas
-$213K
5
Osaic Holdings
Osaic Holdings
Arizona
-$66.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.86B +$842M +19,545,751 +12%
Citadel Advisors
2
Citadel Advisors
Florida
$4.69M +$1.22M +28,339 +36%
Goldman Sachs
3
Goldman Sachs
New York
$3.91M +$2.5M +58,030 +182%
IA
4
Integrity Alliance
Iowa
$3.73M +$469K +10,873 +15%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$2.85M -$683K -15,849 -19%
Jane Street
6
Jane Street
New York
$2.52M +$2.49M +57,825 New
JP Morgan Chase
7
JP Morgan Chase
New York
$830K +$734K +17,024 +841%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$638K +$632K +14,657 New
HF
9
HRT Financial
New York
$629K +$622K +14,441 New
LPL Financial
10
LPL Financial
California
$498K +$198K +4,602 +67%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$491K +$486K +11,267 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$471K +$466K +10,807 New
NL
13
NWAM LLC
Washington
$404K +$403K +9,353 New
Osaic Holdings
14
Osaic Holdings
Arizona
$393K -$66.8K -1,549 -15%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$392K -$55.6K -1,291 -13%
CWM
16
Calamos Wealth Management
Illinois
$390K – – –
MWM
17
Mission Wealth Management
California
$321K +$317K +7,363 New
UBS Group
18
UBS Group
Switzerland
$315K +$241K +5,596 +345%
Creative Planning
19
Creative Planning
Kansas
$314K +$310K +7,200 New
FCBT
20
First Citizens Bank & Trust
North Carolina
$298K +$295K +6,839 New
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$278K +$275K +6,383 New
GF
22
Gries Financial
Ohio
$272K +$269K +6,246 New
HFA
23
High Falls Advisors
New York
$242K +$240K +5,565 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$135K – – –
IA
25
IFP Advisors
Florida
$109K +$108K +2,500 New
1
2

FSEC Hedge Fund Activity: Q2 2025 in Review

34 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Securitized ETF (FSEC) for Q2 2025, worth a combined $7.88B — up 12% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FSEC positions and 4 closed out — a net gain of 14 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $842M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $683K.

  • 34 institutional investors held Fidelity Investment Grade Securitized ETF (FSEC) as of Q2 2025, up from 20 in Q1 2025.
  • Funds reported $7.88B of Fidelity Investment Grade Securitized ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 18 funds opened new Fidelity Investment Grade Securitized ETF positions in Q2 2025 and 4 closed out, a net change of +14 holders.
  • The largest Fidelity Investment Grade Securitized ETF buyer in Q2 2025 was Fidelity Investments, an estimated $842M added.
  • The largest Fidelity Investment Grade Securitized ETF seller in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $683K sold.

Based on aggregated 13F filings for Q2 2025.