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Fidelity Low Duration Bond Factor ETF
FLDR

Overview Fund Activity

43 hedge funds and large institutions have $93.2M invested in Fidelity Low Duration Bond Factor ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
8
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFD
1
Creative Financial Designs
Indiana
$11.7M
2
LWP
2
Lumature Wealth Partners
Georgia
$8.83M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.91M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.79M
5
Bank of America
5
Bank of America
North Carolina
$7.89M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$684K
2
TIAM2
2
Tru Independence Asset Management 2
Oregon
$0
3
Wells Fargo
3
Wells Fargo
California
$1.31M
4
Jane Street
4
Jane Street
New York
$653K
5
Lido Advisors
5
Lido Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$295K -$25.7K -518 -8%
EWM
27
Elmwood Wealth Management
California
$285K – – –
FAM
28
Forte Asset Management
New York
$279K +$279K +5,627 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$275K – – –
MML Investors Services
30
MML Investors Services
Massachusetts
$247K +$247K +4,981 New
SRC
31
Shufro Rose & Co
New York
$218K – – –
KA
32
Kovack Advisors
Florida
$211K -$78.4K -1,586 -27%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$209K -$17.6K -354 -8%
AWM
34
Axxcess Wealth Management
California
$207K -$4.81K -97 -2%
NMG
35
New Millennium Group
Utah
$180K -$227K -4,608 -56%
IA
36
IFP Advisors
Florida
$123K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$77K -$10.7K -217 -12%
MCC
38
Money Concepts Capital
Florida
$28K -$32.8K -650 -54%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
CWA
40
Clearview Wealth Advisors
Oregon
$25K +$25K +499 New
JFA
41
JNBA Financial Advisors
Minnesota
$4K – – –
SWM
42
Spire Wealth Management
Virginia
$1K – – –
TIAM2
43
Tru Independence Asset Management 2
Oregon
– -$5.17M -103,072 Closed
Lido Advisors
44
Lido Advisors
California
– -$229K -4,578 Closed
WP
45
WealthSource Partners
California
– -$204K -4,060 Closed
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