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Fidelity Investment Grade Securitized ETF
FSEC

43 hedge funds and large institutions have $8.88B invested in Fidelity Investment Grade Securitized ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

5% more funds holding

Funds holding: 41 → 43 (+2)

4% more capital invested

Capital invested by funds: $8.57B → $8.88B (+$309M)

0.7% more ownership

Funds ownership: 206.63% → 207.33% (+0.7%)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
9
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$284M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.5M
3
EWS
Evergreen Wealth Solutions
Pennsylvania
+$6.44M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.02M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.29M

Top Sellers

1
IA
Integrity Alliance
Iowa
-$4.81M
2
FTUS
Flow Traders U.S.
New York
-$2.08M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$764K
4
Osaic Holdings
Osaic Holdings
Arizona
-$398K
5
CIA
Capital Investment Advisors
Georgia
-$373K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$8.84B +$284M +6,380,522 +3%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$15.1M +$14.5M +325,877 +2,052%
EWS
3
Evergreen Wealth Solutions
Pennsylvania
$6.39M +$6.44M +144,832 New
Citadel Advisors
4
Citadel Advisors
Florida
$5.37M +$4.02M +90,336 +288%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$2.94M +$602K +13,542 +26%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.69M +$1.29M +29,066 +91%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.79M +$161K +3,618 +10%
LPL Financial
8
LPL Financial
California
$975K +$474K +10,663 +93%
P
9
&Partners
Tennessee
$898K +$904K +20,317 New
GHA
10
Granite Harbor Advisors
Texas
$664K +$670K +15,053 New
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$584K +$589K +13,234 New
Stifel Financial
12
Stifel Financial
Missouri
$578K +$285K +6,398 +95%
CAG
13
Csenge Advisory Group
Florida
$559K +$563K +12,657 New
Jane Street
14
Jane Street
New York
$547K +$552K +12,401 New
HFA
15
High Falls Advisors
New York
$543K +$25.7K +577 +5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$446K +$126K +2,834 +39%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$401K +$4.22K +95 +1%
CWM
18
Calamos Wealth Management
Illinois
$396K – – –
TSS
19
Two Sigma Securities
New York
$358K -$163K -3,671 -31%
CPSAC
20
Chas P. Smith & Associates (CPS)
Florida
$345K +$348K +7,818 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$300K -$42.1K -946 -12%
GT
22
Glenview Trust
Kentucky
$288K +$290K +6,530 New
NFG
23
Nations Financial Group
Iowa
$283K -$110K -2,475 -28%
ITIM
24
Indiana Trust & Investment Management
Indiana
$277K +$279K +6,266 New
Bank of America
25
Bank of America
North Carolina
$239K +$118K +2,660 +96%
1
2 3

FSEC Hedge Fund Activity: Q4 2025 in Review

43 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Securitized ETF (FSEC) for Q4 2025, worth a combined $8.88B — up 3.6% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FSEC positions and 11 closed out — a net gain of 3 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $284M. The largest seller was Integrity Alliance, exiting entirely with an estimated $4.81M sold.

  • 43 institutional investors held Fidelity Investment Grade Securitized ETF (FSEC) as of Q4 2025, up from 41 in Q3 2025.
  • Funds reported $8.88B of Fidelity Investment Grade Securitized ETF stock for Q4 2025, up 3.6% quarter-over-quarter.
  • 14 funds opened new Fidelity Investment Grade Securitized ETF positions in Q4 2025 and 11 closed out, a net change of +3 holders.
  • The largest Fidelity Investment Grade Securitized ETF buyer in Q4 2025 was Fidelity Investments, an estimated $284M added.
  • The largest Fidelity Investment Grade Securitized ETF seller in Q4 2025 was Integrity Alliance, an estimated $4.81M sold.

Based on aggregated 13F filings for Q4 2025.