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Fidelity Low Duration Bond Factor ETF
FLDR

58 hedge funds and large institutions have $169M invested in Fidelity Low Duration Bond Factor ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

25% more capital invested

Capital invested by funds: $135M → $169M (+$34.3M)

7% more funds holding

Funds holding: 54 → 58 (+4)

0.37% more ownership

Funds ownership: 40.83% → 41.19% (+0.37%)

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
28
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$25.3M
2
Wells Fargo
Wells Fargo
California
+$7.27M
3
Mariner
Mariner
Kansas
+$5.49M
4
NAS
NWF Advisory Services
California
+$3.9M
5
RFG
RFP Financial Group
Georgia
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$7.82M
2
Morgan Stanley
Morgan Stanley
New York
-$3.72M
3
UBS Group
UBS Group
Switzerland
-$3.45M
4
KDA
Kraft Davis & Associates
Missouri
-$2.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$1.17M +$1.17M +23,322 New
HighTower Advisors
27
HighTower Advisors
Illinois
$1.04M +$62.7K +1,254 +6%
CAN
28
Cetera Advisor Networks
California
$1.02M +$1.02M +20,434 New
BCM
29
Brookstone Capital Management
Illinois
$890K -$52.7K -1,055 -6%
GCA
30
Genesee Capital Advisors
New York
$720K +$13K +260 +2%
CP
31
Castleview Partners
Texas
$687K +$687K +13,753 New
PS
32
Principal Securities
Iowa
$488K +$37.2K +744 +8%
Jane Street
33
Jane Street
New York
$483K -$7.82M -156,521 -94%
TSS
34
Two Sigma Securities
New York
$458K +$458K +9,158 New
ASN
35
Advisory Services Network
Georgia
$440K -$2.05K -41 -0.5%
BWM
36
Birchcreek Wealth Management
Ohio
$435K -$55K -1,100 -11%
SWM
37
Seed Wealth Management
Illinois
$434K – – –
SMAM
38
Sugar Maple Asset Management
Wisconsin
$425K +$425K +8,496 New
SC
39
Seldon Capital
California
$404K – – –
MSFS
40
Main Street Financial Solutions
Pennsylvania
$394K – – –
PAG
41
Private Advisor Group
New Jersey
$281K -$17K -341 -6%
SB
42
Strategic Blueprint
Georgia
$254K -$1.25K -25 -0.5%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$243K -$22.8K -457 -9%
FTUS
44
Flow Traders U.S.
New York
$231K +$231K +4,626 New
SRC
45
Shufro Rose & Co
New York
$220K – – –
JWCA
46
J.W. Cole Advisors
Florida
$212K -$50 -1 -0%
CT
47
Colonial Trust
South Carolina
$164K – – –
TCM
48
TD Capital Management
Tennessee
$152K +$101K +2,025 +198%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$62K +$62.5K +1,250 New
IA
50
IFP Advisors
Florida
$57K +$800 +16 +1%
1
2
3

FLDR Hedge Fund Activity: Q1 2024 in Review

58 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q1 2024, worth a combined $169M — up 25% from $135M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FLDR positions and 5 closed out — a net gain of 4 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $25.3M. The largest seller was Jane Street, cutting an estimated $7.82M.

  • 58 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q1 2024, up from 54 in Q4 2023.
  • Funds reported $169M of Fidelity Low Duration Bond Factor ETF stock for Q1 2024, up 25% quarter-over-quarter.
  • 9 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q1 2024 and 5 closed out, a net change of +4 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q1 2024 was Bank of America, an estimated $25.3M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q1 2024 was Jane Street, an estimated $7.82M sold.

Based on aggregated 13F filings for Q1 2024.