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Fidelity Low Duration Bond Factor ETF
FLDR

Overview Fund Activity

40 hedge funds and large institutions have $77.7M invested in Fidelity Low Duration Bond Factor ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
13
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$5.1M
2
Bank of America
2
Bank of America
North Carolina
$9.28M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.45M
4
SFS
4
Sowell Financial Services
Arkansas
$612K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.43M

Top Sellers

1
CFD
1
Creative Financial Designs
Indiana
$0
2
LWP
2
Lumature Wealth Partners
Georgia
$876K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
UBS Group
4
UBS Group
Switzerland
$32.6M
5
LPL Financial
5
LPL Financial
California
$559K
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
26
Elmwood Wealth Management
California
$284K 5,754 – –
FAM
27
Forte Asset Management
New York
$278K 5,627 – –
KA
28
Kovack Advisors
Florida
$268K 5,430 +1,164 +27%
MML Investors Services
29
MML Investors Services
Massachusetts
$238K 4,826 -155 -3%
SRC
30
Shufro Rose & Co
New York
$217K 4,400 – –
AWM
31
Axxcess Wealth Management
California
$202K 4,082 -97 -2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$197K 3,983 -229 -5%
NMG
33
New Millennium Group
Utah
$170K 3,475 -172 -5%
IA
34
IFP Advisors
Florida
$109K 2,149 -308 -13%
SPIA
35
Steward Partners Investment Advisory
New York
$68K 1,371 -192 -12%
MCC
36
Money Concepts Capital
Florida
$27K 555 – –
CWA
37
Clearview Wealth Advisors
Oregon
$25K 499 – –
Northern Trust
38
Northern Trust
Illinois
$5K 10,000 +10,000 New
JFA
39
JNBA Financial Advisors
Minnesota
$4K 76 +1 +1%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$1K 15 +8 +114%
CFD
41
Creative Financial Designs
Indiana
– – -235,506 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
– – -33,732 Closed
RJA
43
Raymond James & Associates
Florida
– – -7,100 Closed
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
– – -5,952 Closed
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
– – -496 Closed
SWM
46
Spire Wealth Management
Virginia
– – -20 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
1
2