FLDR icon

Fidelity Low Duration Bond Factor ETF

92 hedge funds and large institutions have $320M invested in Fidelity Low Duration Bond Factor ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
42
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$46.3M 924,663 -233,278 -20%
Raymond James Financial
2
Raymond James Financial
Florida
$28.9M 578,139 +555,788 +2,487%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$28.5M 569,158 +99,195 +21%
LPL Financial
4
LPL Financial
California
$21.9M 437,103 +39,668 +10%
AWM
5
AE Wealth Management
Kansas
$15.8M 315,420 -7,244 -2%
Morgan Stanley
6
Morgan Stanley
New York
$12.8M 255,985 +75,260 +42%
Bank of America
7
Bank of America
North Carolina
$12.7M 254,599 +17,670 +7%
Jane Street
8
Jane Street
New York
$9.71M 194,017 +155,224 +400%
FS
9
Financially Speaking
Colorado
$9.28M 185,296 +138,666 +297%
KAS
10
Kestra Advisory Services
Texas
$8.81M 175,940 +43,751 +33%
HA
11
Huntleigh Advisors
Missouri
$8.31M 166,044 +166,044 New
UBS Group
12
UBS Group
Switzerland
$8.27M 165,110 -7,639 -4%
MML Investors Services
13
MML Investors Services
Massachusetts
$7.2M 143,877 +67,776 +89%
PCIA
14
Prime Capital Investment Advisors
Kansas
$6.48M 129,512 -29,583 -19%
FIA
15
Foundations Investment Advisors
Arizona
$6.15M 122,897 +11,879 +11%
CPCP
16
Cedar Point Capital Partners
Iowa
$5.87M 117,192 -33,724 -22%
PD
17
Planning Directions
Pennsylvania
$5.76M 115,078 +15,781 +16%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.29M 105,939 -3,183 -3%
RFP
19
RCS Financial Planning
Maryland
$5.03M 99,974 -152 -0.2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.76M 94,975 +6,359 +7%
AWA
21
Arete Wealth Advisors
Illinois
$4.64M 92,754 +15,530 +20%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.86M 76,999 +35,884 +87%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.6M 71,862 -1,367 -2%
HighTower Advisors
24
HighTower Advisors
Illinois
$3.54M 70,713 +14,923 +27%
SCA
25
Snowden Capital Advisors
New York
$3.33M 66,200 +14,000 +27%