FIDELITY AAA CLO ETF (FAAA) Institutional Ownership Changes & 13F Activity
FIDELITY AAA CLO ETF (FAAA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Childress Capital Advisors, Llc, Cambridge Investment Research Advisors, Inc., Crumly & Associates Inc., Royal Bank Of Canada, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Buy | +34,387 | +61.8% | 90,019 | $4.52K | Q3 2026 | Nov 02, 2026 |
| Nilsine Partners, Llc | Buy | +11,350 | — | 11,350 | $570.39K | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, Llc | Buy | +5,961 | +25.2% | 29,645 | $1.49M | Q3 2026 | Nov 02, 2026 |
| Commonwealth Equity Services, Llc | Buy | +1,700 | +14.3% | 13,624 | $684.67K | Q3 2026 | Nov 02, 2026 |
| Stiles Financial Services Inc | Buy | +4,777 | — | 4,777 | $240.09K | Q3 2026 | Oct 30, 2026 |
| Childress Capital Advisors, Llc | Buy | +123,995 | +752.5% | 140,472 | $7.06M | Q3 2026 | Oct 28, 2026 |
| Sigma Planning Corp | Buy | +6,701 | — | 6,701 | $336.75K | Q3 2026 | Oct 23, 2026 |
| Trust Investment Advisors | Buy | +8,450 | — | 8,450 | $424.65K | Q3 2026 | Oct 20, 2026 |
| Ifp Advisors, Inc | Buy | +9,158 | — | 9,158 | $460.24K | Q3 2026 | Oct 16, 2026 |
| Advisornet Financial, Inc | Buy | +14,933 | — | 14,933 | $751.40K | Q3 2026 | Oct 15, 2026 |
| Northland Capital Management Llc | Buy | +1,754 | +0.7% | 243,205 | $12.22M | Q3 2026 | Oct 15, 2026 |
| Kom Wealth Management Group, Llc | Buy | +54 | +1.1% | 4,954 | $248.95K | Q3 2026 | Oct 15, 2026 |
| Ifs Advisors, Llc | Buy | +16,580 | — | 16,580 | $833.23K | Q3 2026 | Oct 14, 2026 |
| Family Office Research Llc | Buy | +8,827 | — | 8,827 | $443.61K | Q3 2026 | Oct 14, 2026 |
| Lodestone Wealth Management Llc | Buy | +4 | +1.1% | 363 | $18.25K | Q3 2026 | Oct 14, 2026 |
| Sugar Maple Asset Management, Llc | Buy | +8,000 | — | 8,000 | $402.04K | Q3 2026 | Oct 13, 2026 |
| Clg Llc | Buy | +5,202 | — | 5,202 | $261.44K | Q3 2026 | Oct 13, 2026 |
| Mcglone Suttner Wealth Management, Inc. | Buy | +4,000 | — | 4,000 | $201.02K | Q3 2026 | Oct 13, 2026 |
| Contravisory Investment Management, Inc. | Buy | +450 | +32.4% | 1,840 | $92.47K | Q3 2026 | Oct 13, 2026 |
| Inspirion Wealth Advisors, Llc | Buy | +5,019 | — | 5,019 | $252.23K | Q3 2026 | Oct 09, 2026 |
| Castleview Partners, Llc | Sell | -2,562 | -27.2% | 6,851 | $344.30K | Q3 2026 | Oct 09, 2026 |
| Crumly & Associates Inc. | Buy | +27,700 | +154.7% | 45,603 | $2.29M | Q3 2026 | Oct 07, 2026 |
| Royal Bank Of Canada | Sell | -20,153 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -18,605 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Sell | -12,742 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Fmr Llc | Sell | -10,960 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Mml Investors Services, Llc | Sell | -16,000 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 07, 2026 |
| Presidio Capital Management, Llc | Sell | -9,664 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 14, 2026 |
Frequently asked questions about FAAA activity
Which institutional owners are buying FAAA?
Institutional owners buying FAAA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FAAA activity?
"Buy" means an investor increased their reported position in FAAA compared to the prior reporting period. This reflects growing exposure to FIDELITY AAA CLO ETF (FAAA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FAAA increasing?
Institutional interest in FAAA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.