Fidelity Low Duration Bond Factor ETF
FLDR
28 hedge funds and large institutions have $58.7M invested in Fidelity Low Duration Bond Factor ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 8 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
12% more capital invested
Capital invested by funds: $52.3M → $58.7M (+$6.35M)
4.78% more ownership
Funds ownership: 29.49% → 34.28% (+4.8%)
4% more funds holding
Funds holding: 27 → 28 (+1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$11.3M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$3.52M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.09M |
| 4 |
HF
HRT Financial
New York
|
+$2.67M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$646K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$4.47M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$3.61M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.39M |
| 4 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$2.52M |
| 5 |
WR
Watson Rebecca
|
-$2.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $27K | +$2.86K | +57 | +11% |
|
|
BFC
27
Bedel Financial Consulting
Indianapolis,
Indiana
| $1K | +$50 | +1 | +5% |
|
|
FPGK
28
Financial Partners Group (Kansas)
Overland Park,
Kansas
| – | -$4.47M | -87,879 | Closed |
|
|
FI
29
FormulaFolio Investments
Grand Rapids,
Michigan
| – | -$3.61M | -71,333 | Closed |
|
|
RJA
30
Raymond James & Associates
St Petersburg,
Florida
| – | -$3.39M | -66,971 | Closed |
|
|
BRWA
31
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$469K | -9,254 | Closed |
|
|
TA
32
TCG Advisors
Austin,
Texas
| – | -$428K | -8,448 | Closed |
|
|
BWA
33
Beam Wealth Advisors
Covington,
Louisiana
| – | -$348K | -6,870 | Closed |
|
|
PFS
34
Prospera Financial Services
Dallas,
Texas
| – | -$249K | -4,923 | Closed |
|
|
RIA
35
Realta Investment Advisors
Wilmington,
Delaware
| – | -$25K | -500 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | +$50 | +1 | New |
|
FLDR Hedge Fund Activity: Q1 2020 in Review
28 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q1 2020, worth a combined $58.7M — up 12% from $52.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FLDR positions and 8 closed out — a net gain of 3 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $11.3M. The largest seller was Financial Partners Group (Kansas), exiting entirely with an estimated $4.47M sold.
- 28 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q1 2020, up from 27 in Q4 2019.
- Funds reported $58.7M of Fidelity Low Duration Bond Factor ETF stock for Q1 2020, up 12% quarter-over-quarter.
- 11 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q1 2020 and 8 closed out, a net change of +3 holders.
- The largest Fidelity Low Duration Bond Factor ETF buyer in Q1 2020 was Jane Street, an estimated $11.3M added.
- The largest Fidelity Low Duration Bond Factor ETF seller in Q1 2020 was Financial Partners Group (Kansas), an estimated $4.47M sold.
Based on aggregated 13F filings for Q1 2020.