Fidelity Low Duration Bond Factor ETF
FLDR
54 hedge funds and large institutions have $135M invested in Fidelity Low Duration Bond Factor ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 9 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 17
27% more capital invested
Capital invested by funds: $106M → $135M (+$28.9M)
0% more funds holding
Funds holding: 54 → 54 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
1.37% less ownership
Funds ownership: 42.2% → 40.83% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.57M |
| 2 |
Jane Street
New York
|
+$6.95M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.61M |
| 4 |
Morgan Stanley
New York
|
+$5.2M |
| 5 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.15M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.24M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.24M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.44M |
| 5 |
KDA
Kraft Davis & Associates
St. Louis,
Missouri
|
-$911K |
FLDR Hedge Fund Activity: Q4 2023 in Review
54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q4 2023, worth a combined $135M — up 27% from $106M a quarter earlier.
Fund positioning in FLDR was balanced in Q4 2023: 9 funds opened new positions, 9 closed out, 24 added to existing stakes and 17 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.57M. The largest seller was UBS Group, cutting an estimated $7.15M.
- 54 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $135M of Fidelity Low Duration Bond Factor ETF stock for Q4 2023, up 27% quarter-over-quarter.
- 9 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q4 2023 and 9 closed out, a net change of 0 holders.
- The largest Fidelity Low Duration Bond Factor ETF buyer in Q4 2023 was Wells Fargo, an estimated $7.57M added.
- The largest Fidelity Low Duration Bond Factor ETF seller in Q4 2023 was UBS Group, an estimated $7.15M sold.
Based on aggregated 13F filings for Q4 2023.