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Fidelity Low Duration Bond Factor ETF
FLDR

38 hedge funds and large institutions have $78.9M invested in Fidelity Low Duration Bond Factor ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

19% more funds holding

Funds holding: 32 → 38 (+6)

0.17% more ownership

Funds ownership: 34.18% → 34.35% (+0.17%)

2% less capital invested

Capital invested by funds: $80.5M → $78.9M (-$1.61M)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
10
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.89M
2
FTUS
Flow Traders U.S.
New York
+$1.62M
3
Jane Street
Jane Street
New York
+$1.56M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.44M
5
AW
ACG Wealth
Georgia
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$5.16M
2
Wells Fargo
Wells Fargo
California
-$4.67M
3
FPGK
Financial Partners Group (Kansas)
Kansas
-$1.29M
4
Bank of America
Bank of America
North Carolina
-$1.07M
5
LPL Financial
LPL Financial
California
-$439K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
26
Elmwood Wealth Management
California
$292K +$292K +5,754 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$244K +$27.3K +538 +13%
Lido Advisors
28
Lido Advisors
California
$242K -$20.2K -398 -8%
SRC
29
Shufro Rose & Co
New York
$223K – – –
AWM
30
Axxcess Wealth Management
California
$211K +$211K +4,153 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$204K +$6.09K +120 +3%
BAM
32
Belpointe Asset Management
Nevada
$139K – – –
IA
33
IFP Advisors
Florida
$112K -$6.29K -124 -5%
SPIA
34
Steward Partners Investment Advisory
New York
$107K -$15.4K -303 -13%
WFS
35
Widmann Financial Services
Maryland
$9K +$9.09K +179 New
JFA
36
JNBA Financial Advisors
Minnesota
$4K – – –
BFC
37
Bedel Financial Consulting
Indiana
$1K – – –
SWM
38
Spire Wealth Management
Virginia
$1K – – –
FPGK
39
Financial Partners Group (Kansas)
Kansas
– -$1.29M -25,325 Closed
KAS
40
Kestra Advisory Services
Texas
– -$427K -8,405 Closed
PMFA
41
Plante Moran Financial Advisors
Michigan
– -$99K -1,944 Closed
HWA
42
HHM Wealth Advisors
Tennessee
– -$4K -79 Closed
1
2

FLDR Hedge Fund Activity: Q4 2021 in Review

38 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q4 2021, worth a combined $78.9M — down 2% from $80.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FLDR positions and 4 closed out — a net gain of 6 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.89M. The largest seller was UBS Group, cutting an estimated $5.16M.

  • 38 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q4 2021, up from 32 in Q3 2021.
  • Funds reported $78.9M of Fidelity Low Duration Bond Factor ETF stock for Q4 2021, down 2% quarter-over-quarter.
  • 10 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q4 2021 and 4 closed out, a net change of +6 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q4 2021 was Morgan Stanley, an estimated $1.89M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q4 2021 was UBS Group, an estimated $5.16M sold.

Based on aggregated 13F filings for Q4 2021.