FAAA Institutional Ownership
FIDELITY AAA CLO ETF
1W: +0.0%
1M: +0.0%
3M: +0.2%
YTD: +0.5%
$50.27
+0.02 (+0.04%)
Weekly Expected Move ±0.2%
$50
$50
$50
$50
$50
Overview
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Institutional Ownership — FAAA
16
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
24M
Total Invested
12
New Positions
1
Increased
3
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (17 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Northland Capital Management LLC NEW | 241,451 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Cambridge Investment Research Advisors | 55,632 | $3M | +50,603 | +1006.2% | 2Q | SEC ↗ |
| 3 | Kestra Advisory Services, LLC NEW | 23,684 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 20,153 | $1M | -8,074 | -28.6% | 2Q | SEC ↗ |
| 5 | JANE STREET GROUP, LLC NEW | 18,605 | $935K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Crumly & Associates Inc. NEW | 17,903 | $900K | — | +0.0% | 1Q | SEC ↗ |
| 7 | CHILDRESS CAPITAL ADVISORS, LLC NEW | 16,477 | $828K | — | +0.0% | 1Q | SEC ↗ |
| 8 | MML INVESTORS SERVICES, LLC NEW | 16,000 | $804K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Ameritas Advisory Services, LLC NEW | 12,742 | $640K | — | +0.0% | 1Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 11,924 | $599K | -9,098 | -43.3% | 2Q | SEC ↗ |
| 11 | FMR LLC | 10,960 | $551K | -225,000 | -95.4% | 2Q | SEC ↗ |
| 12 | Presidio Capital Management, LLC NEW | 9,664 | $486K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Castleview Partners, LLC NEW | 9,413 | $473K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Sunbelt Securities, Inc. NEW | 6,070 | $305K | — | +0.0% | 1Q | SEC ↗ |
| 15 | KOM Wealth Management Group, LLC NEW | 4,900 | $246K | — | +0.0% | 1Q | SEC ↗ |
| 16 | CONTRAVISORY INVESTMENT MANAGEMENT, IN NEW | 1,390 | $70K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Lodestone Wealth Management LLC NEW | 359 | $18K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Northland Capital Management LLC | 241,451 | $12M |
| Kestra Advisory Services, LLC | 23,684 | $1M |
| JANE STREET GROUP, LLC | 18,605 | $935K |
| Crumly & Associates Inc. | 17,903 | $900K |
| CHILDRESS CAPITAL ADVISORS, LLC | 16,477 | $828K |
| MML INVESTORS SERVICES, LLC | 16,000 | $804K |
| Ameritas Advisory Services, LLC | 12,742 | $640K |
| Presidio Capital Management, LLC | 9,664 | $486K |
| Castleview Partners, LLC | 9,413 | $473K |
| Sunbelt Securities, Inc. | 6,070 | $305K |
| KOM Wealth Management Group, LLC | 4,900 | $246K |
| CONTRAVISORY INVESTMENT MANAGEMENT, | 1,390 | $70K |
| Lodestone Wealth Management LLC | 359 | $18K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cambridge Investment Research Advis | +50,603 | +1006.2% | 55,632 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -225,000 | -95.4% | 10,960 |
| COMMONWEALTH EQUITY SERVICES, LLC | -9,098 | -43.3% | 11,924 |
| ROYAL BANK OF CANADA | -8,074 | -28.6% | 20,153 |