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Fidelity Investment Grade Securitized ETF
FSEC

46 hedge funds and large institutions have $9.15B invested in Fidelity Investment Grade Securitized ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

7% more funds holding

Funds holding: 43 → 46 (+3)

1.3% more ownership

Funds ownership: 207.33% → 208.63% (+1.3%)

3% more capital invested

Capital invested by funds: $8.88B → $9.15B (+$262M)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
15
Reduced
6
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$303M
2
GWSA
Global Wealth Strategies & Associates
Colorado
+$8.36M
3
Jane Street
Jane Street
New York
+$7.54M
4
KAS
Kestra Advisory Services
Texas
+$2.93M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.92M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$5.37M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.12M
3
Stifel Financial
Stifel Financial
Missouri
-$578K
4
TSS
Two Sigma Securities
New York
-$358K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$300K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.08B +$303M +6,847,216 +3%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$16.9M +$1.92M +43,405 +13%
GWSA
3
Global Wealth Strategies & Associates
Colorado
$8.27M +$8.36M +188,729 New
Jane Street
4
Jane Street
New York
$8.01M +$7.54M +170,303 +1,373%
EWS
5
Evergreen Wealth Solutions
Pennsylvania
$6.38M +$26.7K +602 +0.4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.85M +$1.2M +27,035 +44%
JP Morgan Chase
7
JP Morgan Chase
New York
$3.54M +$1.78M +40,239 +99%
KAS
8
Kestra Advisory Services
Texas
$2.9M +$2.93M +66,207 New
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$1.82M -$1.12M -25,211 -38%
P
10
&Partners
Tennessee
$1.45M +$574K +12,958 +64%
RFP
11
RCS Financial Planning
Maryland
$1.19M +$1.2M +27,082 New
Goldman Sachs
12
Goldman Sachs
New York
$1.18M +$1.19M +26,863 New
LPL Financial
13
LPL Financial
California
$899K -$70.1K -1,582 -7%
MFN
14
Midwest Financial Network
Illinois
$717K +$725K +16,360 New
GHA
15
Granite Harbor Advisors
Texas
$660K – – –
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$550K -$30.6K -690 -5%
Creative Planning
17
Creative Planning
Kansas
$516K +$521K +11,762 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$498K +$55.6K +1,255 +12%
CAG
19
Csenge Advisory Group
Florida
$467K -$88.6K -2,000 -16%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$456K +$460K +10,397 New
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$422K +$23.5K +530 +6%
CWM
22
Calamos Wealth Management
Illinois
$393K – – –
Calamos Advisors
23
Calamos Advisors
Illinois
$393K +$397K +8,963 New
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$379K +$383K +8,652 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$364K +$368K +8,302 New
1
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FSEC Hedge Fund Activity: Q1 2026 in Review

46 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Securitized ETF (FSEC) for Q1 2026, worth a combined $9.15B — up 2.9% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FSEC positions and 13 closed out — a net gain of 5 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $303M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.37M sold.

  • 46 institutional investors held Fidelity Investment Grade Securitized ETF (FSEC) as of Q1 2026, up from 43 in Q4 2025.
  • Funds reported $9.15B of Fidelity Investment Grade Securitized ETF stock for Q1 2026, up 2.9% quarter-over-quarter.
  • 18 funds opened new Fidelity Investment Grade Securitized ETF positions in Q1 2026 and 13 closed out, a net change of +5 holders.
  • The largest Fidelity Investment Grade Securitized ETF buyer in Q1 2026 was Fidelity Investments, an estimated $303M added.
  • The largest Fidelity Investment Grade Securitized ETF seller in Q1 2026 was Citadel Advisors, an estimated $5.37M sold.

Based on aggregated 13F filings for Q1 2026.