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Fidelity Low Duration Bond Factor ETF

41 hedge funds and large institutions have $83.2M invested in Fidelity Low Duration Bond Factor ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more funds holding

Funds holding: 3841 (+3)

5% more capital invested

Capital invested by funds: $78.9M → $83.2M (+$4.28M)

2.65% more ownership

Funds ownership: 34.35%37% (+2.7%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
26
Kovack Advisors
Florida
$293K +$295K +5,852 New
EWM
27
Elmwood Wealth Management
California
$289K
RJFSA
28
Raymond James Financial Services Advisors
Florida
$278K +$280K +5,542 New
Lido Advisors
29
Lido Advisors
California
$229K -$10.1K -200 -4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$229K +$27.8K +551 +14%
SRC
31
Shufro Rose & Co
New York
$221K
AWM
32
Axxcess Wealth Management
California
$214K +$6.21K +123 +3%
WP
33
WealthSource Partners
California
$204K -$849K -16,826 -81%
IA
34
IFP Advisors
Florida
$123K +$12.9K +255 +12%
SPIA
35
Steward Partners Investment Advisory
New York
$89K -$16.7K -331 -16%
MCC
36
Money Concepts Capital
Florida
$60K +$60.8K +1,205 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$25K +$25K +496 New
JFA
38
JNBA Financial Advisors
Minnesota
$4K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$2K +$2.12K +42 New
SWM
40
Spire Wealth Management
Virginia
$1K
FTUS
41
Flow Traders U.S.
New York
-$4.75M -93,734 Closed
FFS
42
Founders Financial Securities
Maryland
-$940K -18,553 Closed
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
-$244K -4,817 Closed
BAM
44
Belpointe Asset Management
Nevada
-$139K -2,736 Closed
WFS
45
Widmann Financial Services
Maryland
-$9K -179 Closed
BFC
46
Bedel Financial Consulting
Indiana
-$807 -16 -80%

FLDR Hedge Fund Activity: Q1 2022 in Review

41 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q1 2022, worth a combined $83.2M — up 5.4% from $78.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FLDR positions and 5 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.04M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.75M sold.

  • 41 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q1 2022, up from 38 in Q4 2021.
  • Funds reported $83.2M of Fidelity Low Duration Bond Factor ETF stock for Q1 2022, up 5.4% quarter-over-quarter.
  • 8 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q1 2022 and 5 closed out, a net change of +3 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q1 2022 was AE Wealth Management, an estimated $7.04M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q1 2022 was Flow Traders U.S., an estimated $4.75M sold.

Based on aggregated 13F filings for Q1 2022.