Fidelity Low Duration Bond Factor ETF
FLDR
23 hedge funds and large institutions have $53.2M invested in Fidelity Low Duration Bond Factor ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 9 closing their positions.
4.25% less ownership
Funds ownership: 34.28% → 30.03% (-4.2%)
9% less capital invested
Capital invested by funds: $58.7M → $53.2M (-$5.48M)
18% less funds holding
Funds holding: 28 → 23 (-5)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$13M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$10M |
| 3 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$3.62M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$201K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.2M |
| 2 |
Jane Street
New York
|
-$8.62M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$3.43M |
| 4 |
HF
HRT Financial
New York
|
-$2.6M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WR
26
Watson Rebecca
| – | -$1.3M | -25,968 | Closed |
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$630K | -12,885 | Closed |
|
28
Citadel Advisors
Miami,
Florida
| – | -$397K | -8,120 | Closed |
|
|
TSS
29
Two Sigma Securities
New York
| – | -$280K | -5,738 | Closed |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| – | -$110K | -2,257 | Closed |
|
31
US Bancorp
Minneapolis,
Minnesota
| – | -$29K | -590 | Closed |
|
FLDR Hedge Fund Activity: Q2 2020 in Review
23 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q2 2020, worth a combined $53.2M — down 9.3% from $58.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FLDR and 4 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 5 added.
The largest buyer was LPL Financial, opening a new position worth an estimated $13M. The largest seller was Osaic Holdings, cutting an estimated $13.2M.
- 23 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q2 2020, down from 28 in Q1 2020.
- Funds reported $53.2M of Fidelity Low Duration Bond Factor ETF stock for Q2 2020, down 9.3% quarter-over-quarter.
- 4 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q2 2020 and 9 closed out, a net change of -5 holders.
- The largest Fidelity Low Duration Bond Factor ETF buyer in Q2 2020 was LPL Financial, an estimated $13M added.
- The largest Fidelity Low Duration Bond Factor ETF seller in Q2 2020 was Osaic Holdings, an estimated $13.2M sold.
Based on aggregated 13F filings for Q2 2020.