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Fidelity Low Duration Bond Factor ETF
FLDR

Overview Fund Activity

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.

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.73%
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
–

Top Buyers

1
KDA
1
Kraft Davis & Associates
Missouri
$6.6M
2
Jane Street
2
Jane Street
New York
$2.93M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.84M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.98M
5
SAM
5
Secure Asset Management
Michigan
$4.21M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.1M
2
Bank of America
2
Bank of America
North Carolina
$6.91M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$419K
4
KAS
4
Kestra Advisory Services
Texas
$0
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
26
Elmwood Wealth Management
California
$287K 5,754 – –
Citadel Advisors
27
Citadel Advisors
Florida
$282K 5,661 -3,243 -36%
FAM
28
Forte Asset Management
New York
$255K 5,090 – –
SB
29
Strategic Blueprint
Georgia
$255K 5,110 -1,042 -17%
PAG
30
Private Advisor Group
New Jersey
$249K 5,000 – –
AIM
31
Alhambra Investment Management
Florida
$226K 4,530 -700 -13%
MML Investors Services
32
MML Investors Services
Massachusetts
$223K 4,481 +4,481 New
SRC
33
Shufro Rose & Co
New York
$219K 4,400 – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$209K 4,195 +387 +10%
JWCA
35
J.W. Cole Advisors
Florida
$207K 4,161 -315 -7%
CT
36
Colonial Trust
South Carolina
$163K 3,275 +1,275 +64%
PIAS
37
PCA Investment Advisory Services
Ohio
$157K 3,160 +3,160 New
GJIA
38
Glass Jacobson Investment Advisors
Maryland
$97.9K 1,966 +1,966 New
NMG
39
New Millennium Group
Utah
$82.2K 1,651 -1,053 -39%
SPIA
40
Steward Partners Investment Advisory
New York
$64K 1,284 +9 +0.7%
IA
41
IFP Advisors
Florida
$54.5K 1,095 +15 +1%
LWP
42
Lumature Wealth Partners
Georgia
$34.2K 686 – –
SS
43
Sunbelt Securities
Texas
$30.5K 613 +30 +5%
JFA
44
JNBA Financial Advisors
Minnesota
$5.89K 118 +41 +53%
AAP
45
Arax Advisory Partners
Colorado
$2.79K 56 +56 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$911 18 +8 +80%
KAS
47
Kestra Advisory Services
Texas
– – -6,064 Closed
SFS
48
Sowell Financial Services
Arkansas
– – -4,596 Closed
CAL
49
Capital Analysts LLC
Pennsylvania
– – -1,578 Closed
BAM
50
Belpointe Asset Management
Nevada
– – -16 Closed
1
2
3