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Fidelity Low Duration Bond Factor ETF

46 hedge funds and large institutions have $89.8M invested in Fidelity Low Duration Bond Factor ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

34% more capital invested

Capital invested by funds: $66.9M → $89.8M (+$22.9M)

7% more funds holding

Funds holding: 4346 (+3)

6.07% more ownership

Funds ownership: 35.87%41.94% (+6.1%)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Elmwood Wealth Management
California
$287K
Citadel Advisors
27
Citadel Advisors
Florida
$282K -$162K -3,243 -36%
FAM
28
Forte Asset Management
New York
$255K
SB
29
Strategic Blueprint
Georgia
$255K -$51.9K -1,042 -17%
PAG
30
Private Advisor Group
New Jersey
$249K
AIM
31
Alhambra Investment Management
Florida
$226K -$34.9K -700 -13%
MML Investors Services
32
MML Investors Services
Massachusetts
$223K +$223K +4,481 New
SRC
33
Shufro Rose & Co
New York
$219K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$209K +$19.3K +387 +10%
JWCA
35
J.W. Cole Advisors
Florida
$207K -$15.7K -315 -7%
CT
36
Colonial Trust
South Carolina
$163K +$63.6K +1,275 +64%
PIAS
37
PCA Investment Advisory Services
Ohio
$157K +$158K +3,160 New
GJIA
38
Glass Jacobson Investment Advisors
Maryland
$97.9K +$98K +1,966 New
NMG
39
New Millennium Group
Utah
$82.2K -$52.5K -1,053 -39%
SPIA
40
Steward Partners Investment Advisory
New York
$64K +$449 +9 +0.7%
IA
41
IFP Advisors
Florida
$54.5K +$748 +15 +1%
LWP
42
Lumature Wealth Partners
Georgia
$34.2K
SS
43
Sunbelt Securities
Texas
$30.5K +$1.5K +30 +5%
JFA
44
JNBA Financial Advisors
Minnesota
$5.89K +$2.04K +41 +53%
AAP
45
Arax Advisory Partners
Colorado
$2.79K +$2.79K +56 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$911 +$399 +8 +80%
KAS
47
Kestra Advisory Services
Texas
-$301K -6,064 Closed
SFS
48
Sowell Financial Services
Arkansas
-$228K -4,596 Closed
CAL
49
Capital Analysts LLC
Pennsylvania
-$78K -1,578 Closed
BAM
50
Belpointe Asset Management
Nevada
-$794 -16 Closed

FLDR Hedge Fund Activity: Q2 2023 in Review

46 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q2 2023, worth a combined $89.8M — up 34% from $66.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLDR positions and 4 closed out — a net gain of 3 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $2.7M. The largest seller was UBS Group, cutting an estimated $1.98M.

  • 46 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q2 2023, up from 43 in Q1 2023.
  • Funds reported $89.8M of Fidelity Low Duration Bond Factor ETF stock for Q2 2023, up 34% quarter-over-quarter.
  • 7 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q2 2023 and 4 closed out, a net change of +3 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q2 2023 was Jane Street, an estimated $2.7M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q2 2023 was UBS Group, an estimated $1.98M sold.

Based on aggregated 13F filings for Q2 2023.