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Fidelity Low Duration Bond Factor ETF
FLDR

Overview Fund Activity

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
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
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$7.69M
2
TIAM2
2
Tru Independence Asset Management 2
Oregon
$5.17M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.45M
4
Wells Fargo
4
Wells Fargo
California
$2.43M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.25M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$679K
3
UBS Group
3
UBS Group
Switzerland
$33.8M
4
Bank of America
4
Bank of America
North Carolina
$7.29M
5
Morgan Stanley
5
Morgan Stanley
New York
$674K
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
26
Kovack Advisors
Florida
$293K +$293K +5,852 New
EWM
27
Elmwood Wealth Management
California
$289K – – –
RJFSA
28
Raymond James Financial Services Advisors
Florida
$278K +$278K +5,542 New
Lido Advisors
29
Lido Advisors
California
$229K -$10K -200 -4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$229K +$27.6K +551 +14%
SRC
31
Shufro Rose & Co
New York
$221K – – –
AWM
32
Axxcess Wealth Management
California
$214K +$6.16K +123 +3%
WP
33
WealthSource Partners
California
$204K -$845K -16,826 -81%
IA
34
IFP Advisors
Florida
$123K +$12.8K +255 +12%
SPIA
35
Steward Partners Investment Advisory
New York
$89K -$16.6K -331 -16%
MCC
36
Money Concepts Capital
Florida
$60K +$60K +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 +$2K +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
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