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Fidelity Low Duration Bond Factor ETF
FLDR

Overview Fund Activity

53 hedge funds and large institutions have $132M invested in Fidelity Low Duration Bond Factor ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
24
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14M
2
Jane Street
2
Jane Street
New York
$8.29M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.99M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.81M
5
CPCP
5
Cedar Point Capital Partners
Iowa
$4.66M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$14.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.85M
3
Bank of America
3
Bank of America
North Carolina
$9.08M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.66M
5
KDA
5
Kraft Davis & Associates
Missouri
$5.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$644K 12,898 +6,550 +103%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$586K 11,744 +4,588 +64%
BWM
28
Birchcreek Wealth Management
Ohio
$489K 9,805 -648 -6%
PS
29
Principal Securities
Iowa
$450K 9,018 +9,018 New
ASN
30
Advisory Services Network
Georgia
$442K 8,850 -3,950 -31%
SWM
31
Seed Wealth Management
Illinois
$434K 8,700 -4,300 -33%
SC
32
Seldon Capital
California
$403K 8,075 – –
MSFS
33
Main Street Financial Solutions
Pennsylvania
$393K 7,880 -726 -8%
KA
34
Kovack Advisors
Florida
$362K 7,256 +101 +1%
KFG
35
Kingdom Financial Group
Arizona
$338K 6,778 +2,137 +46%
PAG
36
Private Advisor Group
New Jersey
$298K 5,968 +968 +19%
GIA
37
Gladstone Institutional Advisory
Florida
$277K 5,555 +5,555 New
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$266K 5,322 +5,322 New
SB
39
Strategic Blueprint
Georgia
$255K 5,111 -331 -6%
SRC
40
Shufro Rose & Co
New York
$218K 4,400 – –
JWCA
41
J.W. Cole Advisors
Florida
$211K 4,237 +20 +0.5%
CT
42
Colonial Trust
South Carolina
$163K 3,275 – –
SPIA
43
Steward Partners Investment Advisory
New York
$62.1K 1,245 -39 -3%
IA
44
IFP Advisors
Florida
$56.1K 1,125 +16 +1%
TCM
45
TD Capital Management
Tennessee
$51.1K 1,025 +14 +1%
GJIA
46
Glass Jacobson Investment Advisors
Maryland
$46.9K 940 -1,666 -64%
NMG
47
New Millennium Group
Utah
$41K 822 -37 -4%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$28.3K 567 -10,757 -95%
SS
49
Sunbelt Securities
Texas
$10.4K 208 – –
AAP
50
Arax Advisory Partners
Colorado
$6.61K 132 +1 +0.8%
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