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Fidelity Investment Grade Securitized ETF
FSEC

41 hedge funds and large institutions have $8.57B invested in Fidelity Investment Grade Securitized ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

21% more funds holding

Funds holding: 34 → 41 (+7)

9% more capital invested

Capital invested by funds: $7.88B → $8.57B (+$694M)

2.43% more ownership

Funds ownership: 204.2% → 206.63% (+2.4%)

Holders
41
Holders Change
+7
Holders Change %
+20.59%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
10
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$594M
2
FTUS
Flow Traders U.S.
New York
+$2.06M
3
IA
Integrity Alliance
Iowa
+$1.02M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$899K
5
JP Morgan Chase
JP Morgan Chase
New York
+$781K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.91M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.34M
3
Jane Street
Jane Street
New York
-$2.52M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$568K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$424K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$8.55B +$594M +13,585,686 +8%
IA
2
Integrity Alliance
Iowa
$4.81M +$1.02M +23,370 +27%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.35M -$568K -12,982 -20%
FTUS
4
Flow Traders U.S.
New York
$2.08M +$2.06M +47,074 New
JP Morgan Chase
5
JP Morgan Chase
New York
$1.63M +$781K +17,855 +94%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.4M +$899K +20,556 +182%
Citadel Advisors
7
Citadel Advisors
Florida
$1.38M -$3.34M -76,385 -71%
Corient Private Wealth
8
Corient Private Wealth
Florida
$764K +$757K +17,315 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$701K +$222K +5,077 +47%
TSS
10
Two Sigma Securities
New York
$519K +$515K +11,776 New
HFA
11
High Falls Advisors
New York
$517K +$269K +6,163 +111%
LPL Financial
12
LPL Financial
California
$504K – – –
Osaic Holdings
13
Osaic Holdings
Arizona
$398K – – –
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$397K – – –
CWM
15
Calamos Wealth Management
Illinois
$395K – – –
NFG
16
Nations Financial Group
Iowa
$392K +$389K +8,887 New
CIA
17
Capital Investment Advisors
Georgia
$373K +$370K +8,454 New
NL
18
NWAM LLC
Washington
$360K -$57.6K -1,318 -14%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$342K +$339K +7,752 New
HF
20
HRT Financial
New York
$329K -$304K -6,963 -48%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$326K +$323K +7,389 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$321K +$182K +4,174 +135%
AF
23
Allworth Financial
California
$320K +$236K +5,400 +292%
Stifel Financial
24
Stifel Financial
Missouri
$296K +$293K +6,704 New
GF
25
Gries Financial
Ohio
$275K – – –
1
2

FSEC Hedge Fund Activity: Q3 2025 in Review

41 of the 7,626 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Securitized ETF (FSEC) for Q3 2025, worth a combined $8.57B — up 8.8% from $7.88B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FSEC positions and 9 closed out — a net gain of 8 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $594M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.91M sold.

  • 41 institutional investors held Fidelity Investment Grade Securitized ETF (FSEC) as of Q3 2025, up from 34 in Q2 2025.
  • Funds reported $8.57B of Fidelity Investment Grade Securitized ETF stock for Q3 2025, up 8.8% quarter-over-quarter.
  • 17 funds opened new Fidelity Investment Grade Securitized ETF positions in Q3 2025 and 9 closed out, a net change of +8 holders.
  • The largest Fidelity Investment Grade Securitized ETF buyer in Q3 2025 was Fidelity Investments, an estimated $594M added.
  • The largest Fidelity Investment Grade Securitized ETF seller in Q3 2025 was Goldman Sachs, an estimated $3.91M sold.

Based on aggregated 13F filings for Q3 2025.