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Fidelity Low Duration Bond Factor ETF

124 hedge funds and large institutions have $497M invested in Fidelity Low Duration Bond Factor ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 37

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more capital invested

Capital invested by funds: $491M → $497M (+$6.24M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2% less funds holding

Funds holding: 126124 (-2)

4.67% less ownership

Funds ownership: 40.52%35.84% (-4.7%)

Holders
124
Holders Change
-2
Holders Change %
-1.59%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
19
Increased
55
Reduced
37
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$53.8M +$2.59M +51,527 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$43.6M +$4.74M +94,323 +12%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$42.2M +$10M +199,897 +31%
AWM
4
Athena Wealth Management
Nevada
$37M -$419K -8,341 -1%
LPL Financial
5
LPL Financial
California
$25.9M -$738K -14,690 -3%
AWM
6
AE Wealth Management
Kansas
$21.4M +$1.4M +27,772 +7%
Morgan Stanley
7
Morgan Stanley
New York
$17.6M -$1.01M -20,082 -5%
Bank of America
8
Bank of America
North Carolina
$16.3M +$638K +12,686 +4%
KAS
9
Kestra Advisory Services
Texas
$15.1M +$2.8M +55,742 +23%
MML Investors Services
10
MML Investors Services
Massachusetts
$12.8M -$431K -8,574 -3%
Citadel Advisors
11
Citadel Advisors
Florida
$10.7M +$10.8M +214,147 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.46M -$683K -13,585 -7%
WA
13
WealthTrust Axiom
Pennsylvania
$8.84M +$914K +18,185 +11%
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$8.8M +$3.16M +62,784 +56%
Osaic Holdings
15
Osaic Holdings
Arizona
$8.26M -$2.11M -41,903 -20%
UBS Group
16
UBS Group
Switzerland
$8.09M -$544K -10,827 -6%
FS
17
Financially Speaking
Colorado
$7.54M -$9.97M -198,415 -57%
SFS
18
Sowell Financial Services
Arkansas
$7.44M +$4.56M +90,698 +157%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.72M +$884K +17,596 +15%
T
20
Tableaux
Massachusetts
$6.62M +$4.44M +88,291 +200%
PWA
21
Perspective Wealth Advisors
Colorado
$6.19M +$732K +14,567 +13%
RFP
22
RCS Financial Planning
Maryland
$6.17M +$86.1K +1,713 +1%
AWA
23
Arete Wealth Advisors
Illinois
$6.03M +$721K +14,353 +14%
PD
24
Planning Directions
Pennsylvania
$6M +$320K +6,363 +6%
KDA
25
Kraft Davis & Associates
Missouri
$5.8M -$2.89M -57,526 -33%

FLDR Hedge Fund Activity: Q1 2026 in Review

124 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q1 2026, worth a combined $497M — up 1.3% from $491M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FLDR positions and 17 closed out — a net gain of 2 holders — while 55 added to existing stakes and 37 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $10.8M. The largest seller was Goldman Sachs, cutting an estimated $11.6M.

  • 124 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q1 2026, down from 126 in Q4 2025.
  • Funds reported $497M of Fidelity Low Duration Bond Factor ETF stock for Q1 2026, up 1.3% quarter-over-quarter.
  • 19 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q1 2026 and 17 closed out, a net change of +2 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q1 2026 was Citadel Advisors, an estimated $10.8M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q1 2026 was Goldman Sachs, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2026.