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Fidelity Low Duration Bond Factor ETF
FLDR

Overview Fund Activity

54 hedge funds and large institutions have $106M invested in Fidelity Low Duration Bond Factor ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
18
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Acute Investment Advisory
Arizona
$11.4M
2
Bank of America
2
Bank of America
North Carolina
$11.2M
3
Wells Fargo
3
Wells Fargo
California
$6.37M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.04M
5
KAS
5
Kestra Advisory Services
Texas
$1.07M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$21.5M
2
AWA
2
Arete Wealth Advisors
Illinois
$460K
3
Jane Street
3
Jane Street
New York
$1.31M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.34M
5
AWM
5
Axxcess Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$466K 9,414 +9,414 New
AWA
27
Arete Wealth Advisors
Illinois
$460K 9,277 -33,251 -78%
MSFS
28
Main Street Financial Solutions
Pennsylvania
$426K 8,606 +10 +0.1%
SC
29
Seldon Capital
California
$400K 8,075 +8,075 New
Stifel Financial
30
Stifel Financial
Missouri
$379K 7,651 -115 -1%
CMS
31
Capital Market Strategies
Florida
$365K 7,395 – –
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$355K 7,156 +7,156 New
KA
33
Kovack Advisors
Florida
$354K 7,155 -24 -0.3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$314K 6,348 +2,153 +51%
SB
35
Strategic Blueprint
Georgia
$270K 5,442 +332 +6%
FAM
36
Forte Asset Management
New York
$253K 5,090 – –
PAG
37
Private Advisor Group
New Jersey
$248K 5,000 – –
MML Investors Services
38
MML Investors Services
Massachusetts
$232K 4,674 +193 +4%
KFG
39
Kingdom Financial Group
Arizona
$230K 4,641 +4,641 New
SRC
40
Shufro Rose & Co
New York
$218K 4,400 – –
TSS
41
Two Sigma Securities
New York
$212K 4,277 +4,277 New
JWCA
42
J.W. Cole Advisors
Florida
$209K 4,217 +56 +1%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$207K 4,185 -4,230 -50%
CT
44
Colonial Trust
South Carolina
$163K 3,275 – –
GJIA
45
Glass Jacobson Investment Advisors
Maryland
$129K 2,606 +640 +33%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$90.1K 1,819 +1,801 +10,006%
SPIA
47
Steward Partners Investment Advisory
New York
$63.6K 1,284 – –
IA
48
IFP Advisors
Florida
$55K 1,109 +14 +1%
TCM
49
TD Capital Management
Tennessee
$50.1K 1,011 +1,011 New
NMG
50
New Millennium Group
Utah
$42.6K 859 -792 -48%
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