Fidelity Low Duration Bond Factor ETF
FLDR
33 hedge funds and large institutions have $95.7M invested in Fidelity Low Duration Bond Factor ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 6 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
11% more capital invested
Capital invested by funds: $86.2M → $95.7M (+$9.49M)
4.57% more ownership
Funds ownership: 36.73% → 41.3% (+4.6%)
8% less funds holding
Funds holding: 36 → 33 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.21M |
| 2 |
Jane Street
New York
|
+$6.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.61M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$2.71M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$647K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$2.37M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.15M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.71M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$1.49M |
| 5 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$1.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
26
Belpointe Asset Management
Reno,
Nevada
| $139K | -$1.49M | -29,252 | -91% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $125K | +$51 | +1 | +0% |
|
28
Morgan Stanley
New York
| $92K | +$92K | +1,811 | New |
|
|
AWA
29
Arete Wealth Advisors
Chicago,
Illinois
| $6K | +$516K | +10,159 | +38% |
|
|
JFA
30
JNBA Financial Advisors
Bloomington,
Minnesota
| $4K | – | – | – |
|
|
HWA
31
HHM Wealth Advisors
Chattanooga,
Tennessee
| $4K | +$4.01K | +79 | New |
|
|
SWM
32
Spire Wealth Management
Mclean,
Virginia
| $1K | -$66.6K | -1,312 | -98% |
|
|
BFC
33
Bedel Financial Consulting
Indianapolis,
Indiana
| $1K | – | – | – |
|
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.71M | -33,650 | Closed |
|
|
MOS
35
MGO One Seven
Beachwood,
Ohio
| – | -$217K | -4,280 | Closed |
|
|
AA
36
Ancora Advisors
Cleveland,
Ohio
| – | -$118K | -2,320 | Closed |
|
37
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$28K | -546 | Closed |
|
|
EP
38
Eudaimonia Partners
Winchester,
Tennessee
| – | -$10K | -190 | Closed |
|
FLDR Hedge Fund Activity: Q2 2021 in Review
33 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q2 2021, worth a combined $95.7M — up 11% from $86.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FLDR and 3 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 14 added.
The largest buyer was UBS Group, adding an estimated $7.21M. The largest seller was Nations Financial Group, cutting an estimated $2.37M.
- 33 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q2 2021, down from 36 in Q1 2021.
- Funds reported $95.7M of Fidelity Low Duration Bond Factor ETF stock for Q2 2021, up 11% quarter-over-quarter.
- 3 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q2 2021 and 6 closed out, a net change of -3 holders.
- The largest Fidelity Low Duration Bond Factor ETF buyer in Q2 2021 was UBS Group, an estimated $7.21M added.
- The largest Fidelity Low Duration Bond Factor ETF seller in Q2 2021 was Nations Financial Group, an estimated $2.37M sold.
Based on aggregated 13F filings for Q2 2021.