Fidelity Low Duration Bond Factor ETF
FLDR
35 hedge funds and large institutions have $86.6M invested in Fidelity Low Duration Bond Factor ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
125% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 8
33% more capital invested
Capital invested by funds: $65.3M → $86.6M (+$21.3M)
17% more funds holding
Funds holding: 30 → 35 (+5)
3.84% more ownership
Funds ownership: 31.51% → 35.36% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$12.2M |
| 2 |
Jane Street
New York
|
+$8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.62M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.13M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$732K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.52M |
| 2 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$2.33M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.03M |
| 4 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$382K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$89.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Lido Advisors
Los Angeles,
California
| $293K | +$293K | +5,750 | New |
|
|
AAS
27
Avantax Advisory Services
Dallas,
Texas
| $244K | -$89.9K | -1,762 | -27% |
|
|
PFS
28
Prospera Financial Services
Dallas,
Texas
| $204K | +$204K | +4,000 | New |
|
|
MCC
29
Money Concepts Capital
Palm Beach Gardens,
Florida
| $151K | +$151K | +2,950 | New |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $129K | -$5.16K | -101 | -4% |
|
|
AA
31
Ancora Advisors
Cleveland,
Ohio
| $118K | -$4.18K | -82 | -3% |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $115K | – | – | – |
|
33
Morgan Stanley
New York
| $61K | +$61.2K | +1,200 | New |
|
|
BFC
34
Bedel Financial Consulting
Indianapolis,
Indiana
| $1K | – | – | – |
|
|
FTUS
35
Flow Traders U.S.
New York
| – | -$1.03M | -20,238 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | +$51 | +1 | New |
|
FLDR Hedge Fund Activity: Q4 2020 in Review
35 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q4 2020, worth a combined $86.6M — up 33% from $65.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FLDR positions and 1 closed out — a net gain of 6 holders — while 18 added to existing stakes and 8 trimmed.
The largest buyer was UBS Group, adding an estimated $12.2M. The largest seller was LPL Financial, cutting an estimated $2.52M.
- 35 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q4 2020, up from 30 in Q3 2020.
- Funds reported $86.6M of Fidelity Low Duration Bond Factor ETF stock for Q4 2020, up 33% quarter-over-quarter.
- 7 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q4 2020 and 1 closed out, a net change of +6 holders.
- The largest Fidelity Low Duration Bond Factor ETF buyer in Q4 2020 was UBS Group, an estimated $12.2M added.
- The largest Fidelity Low Duration Bond Factor ETF seller in Q4 2020 was LPL Financial, an estimated $2.52M sold.
Based on aggregated 13F filings for Q4 2020.