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Fidelity Low Duration Bond Factor ETF

27 hedge funds and large institutions have $52.3M invested in Fidelity Low Duration Bond Factor ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

87% more capital invested

Capital invested by funds: $28M → $52.3M (+$24.3M)

69% more funds holding

Funds holding: 1627 (+11)

6.93% more ownership

Funds ownership: 22.56%29.49% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
27
Holders Change
+11
Holders Change %
+68.75%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
9
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$25K +$25.4K +500 New
BFC
27
Bedel Financial Consulting
Indiana
$1K
FTUS
28
Flow Traders U.S.
New York
-$1.07M -21,042 Closed

FLDR Hedge Fund Activity: Q4 2019 in Review

27 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q4 2019, worth a combined $52.3M — up 87% from $28M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FLDR positions and 1 closed out — a net gain of 11 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $5.43M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.07M sold.

  • 27 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q4 2019, up from 16 in Q3 2019.
  • Funds reported $52.3M of Fidelity Low Duration Bond Factor ETF stock for Q4 2019, up 87% quarter-over-quarter.
  • 12 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q4 2019 and 1 closed out, a net change of +11 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $5.43M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q4 2019 was Flow Traders U.S., an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2019.