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Fidelity Low Duration Bond Factor ETF
FLDR

Overview Fund Activity

47 hedge funds and large institutions have $2.19B invested in Fidelity Low Duration Bond Factor ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
8
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Secure Asset Management
Michigan
$2.28M
2
Wells Fargo
2
Wells Fargo
California
$2.75M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.76M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.06M
5
Stifel Financial
5
Stifel Financial
Missouri
$384K

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.11B
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.95M
3
UBS Group
3
UBS Group
Switzerland
$30.6M
4
Bank of America
4
Bank of America
North Carolina
$8.24M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
26
Anchor Capital Advisors
Massachusetts
$306K – – –
KAS
27
Kestra Advisory Services
Texas
$298K -$68.5K -1,385 -19%
EWM
28
Elmwood Wealth Management
California
$285K – – –
FAM
29
Forte Asset Management
New York
$280K – – –
AIM
30
Alhambra Investment Management
Florida
$271K -$129K -2,600 -32%
KA
31
Kovack Advisors
Florida
$265K -$3.61K -73 -1%
JWCA
32
J.W. Cole Advisors
Florida
$219K +$219K +4,426 New
SRC
33
Shufro Rose & Co
New York
$218K – – –
CT
34
Colonial Trust
South Carolina
$162K +$162K +3,275 New
NMG
35
New Millennium Group
Utah
$159K -$13K -262 -8%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$137K -$60.3K -1,217 -31%
GJIA
37
Glass Jacobson Investment Advisors
Maryland
$102K +$102K +2,061 New
SPIA
38
Steward Partners Investment Advisory
New York
$63.1K -$4.75K -96 -7%
IA
39
IFP Advisors
Florida
$54K -$54.8K -1,082 -50%
BAM
40
Belpointe Asset Management
Nevada
$53.8K +$53.8K +1,087 New
MCC
41
Money Concepts Capital
Florida
$30.2K +$2.67K +54 +10%
FWA
42
Freedom Wealth Alliance
Wisconsin
$24.7K +$24.7K +500 New
CWA
43
Clearview Wealth Advisors
Oregon
$24.7K – – –
EE
44
EWG Elevate
California
$9.92K +$9.92K +200 New
PFBT
45
Parkside Financial Bank & Trust
Missouri
$4.95K +$4.95K +100 New
JFA
46
JNBA Financial Advisors
Minnesota
$3.78K – – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
$49 -$686 -14 -93%
Citadel Advisors
48
Citadel Advisors
Florida
– -$909K -18,402 Closed
SFS
49
Sowell Financial Services
Arkansas
– -$612K -12,367 Closed
Northern Trust
50
Northern Trust
Illinois
– -$5K -10,000 Closed
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