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Fidelity Low Duration Bond Factor ETF

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.

New
Increased
Maintained
Reduced
Closed

2,723% more capital invested

Capital invested by funds: $77.7M → $2.19B (+$2.11B)

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

18% more funds holding

Funds holding: 4047 (+7)

3.61% more ownership

Funds ownership: 37.86%41.47% (+3.6%)

56% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 18

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
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Anchor Capital Advisors
Massachusetts
$306K
KAS
27
Kestra Advisory Services
Texas
$298K -$68.4K -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 -$128K -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 -$12.9K -262 -8%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$137K -$60.1K -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 -$4.74K -96 -7%
IA
39
IFP Advisors
Florida
$54K -$53.5K -1,082 -50%
BAM
40
Belpointe Asset Management
Nevada
$53.8K +$53.7K +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 +$9.88K +200 New
PFBT
45
Parkside Financial Bank & Trust
Missouri
$4.95K +$4.94K +100 New
JFA
46
JNBA Financial Advisors
Minnesota
$3.78K
Fidelity Investments
47
Fidelity Investments
Massachusetts
$49 -$692 -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

FLDR Hedge Fund Activity: Q4 2022 in Review

47 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q4 2022, worth a combined $2.19B — up 2,723% from $77.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FLDR positions and 5 closed out — a net gain of 8 holders — while 8 added to existing stakes and 18 trimmed.

The largest buyer was Secure Asset Management, opening a new position worth an estimated $2.28M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.24M.

  • 47 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q4 2022, up from 40 in Q3 2022.
  • Funds reported $2.19B of Fidelity Low Duration Bond Factor ETF stock for Q4 2022, up 2,723% quarter-over-quarter.
  • 13 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q4 2022 and 5 closed out, a net change of +8 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q4 2022 was Secure Asset Management, an estimated $2.28M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q4 2022 was Commonwealth Equity Services, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2022.