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Fidelity Low Duration Bond Factor ETF
FLDR

65 hedge funds and large institutions have $184M invested in Fidelity Low Duration Bond Factor ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $171M → $184M (+$13M)

5% more funds holding

Funds holding: 62 → 65 (+3)

1.93% less ownership

Funds ownership: 34.72% → 32.78% (-1.9%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
27
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$16.7M
2
LPL Financial
LPL Financial
California
+$4.83M
3
LTL
Lowery Thomas LLC
California
+$2.44M
4
GLR
Great Lakes Retirement
Ohio
+$2.29M
5
AWA
Arete Wealth Advisors
Illinois
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.77M
2
SAM
Secure Asset Management
Michigan
-$4.13M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.11M
4
Jane Street
Jane Street
New York
-$2.75M
5
Bank of America
Bank of America
North Carolina
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
26
Family Asset Management
South Carolina
$1.24M +$1.24M +24,678 New
SAM
27
Secure Asset Management
Michigan
$932K -$4.13M -82,224 -82%
GCA
28
Genesee Capital Advisors
New York
$868K +$134K +2,673 +18%
FIA
29
Foundations Investment Advisors
Arizona
$744K +$744K +14,817 New
ST
30
Smithfield Trust
Pennsylvania
$635K +$634K +12,634 New
Citadel Advisors
31
Citadel Advisors
Florida
$613K +$120K +2,391 +24%
FTUS
32
Flow Traders U.S.
New York
$549K +$549K +10,934 New
PS
33
Principal Securities
Iowa
$519K +$28.9K +575 +6%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$516K -$5.77M -114,927 -92%
HI
35
Harbour Investments
Wisconsin
$501K -$163K -3,245 -25%
SMAM
36
Sugar Maple Asset Management
Wisconsin
$492K +$65.3K +1,301 +15%
GC
37
Guidance Capital
Kentucky
$477K – – –
SWM
38
Seed Wealth Management
Illinois
$437K – – –
ASN
39
Advisory Services Network
Georgia
$420K – – –
M1FG
40
Mach-1 Financial Group
Arkansas
$411K +$411K +8,187 New
SC
41
Seldon Capital
California
$405K – – –
MSFS
42
Main Street Financial Solutions
Pennsylvania
$396K – – –
IFG
43
Independent Financial Group
California
$377K +$377K +7,500 New
SRC
44
Shufro Rose & Co
New York
$319K – – –
SB
45
Strategic Blueprint
Georgia
$273K +$1.51K +30 +0.6%
PAG
46
Private Advisor Group
New Jersey
$231K -$32.2K -641 -12%
JWCA
47
J.W. Cole Advisors
Florida
$215K +$1.96K +39 +0.9%
LWM
48
Lakeridge Wealth Management
Ohio
$214K +$214K +4,270 New
CT
49
Colonial Trust
South Carolina
$164K – – –
TCM
50
TD Capital Management
Tennessee
$157K +$2.26K +45 +1%
1
2
3 4

FLDR Hedge Fund Activity: Q3 2024 in Review

65 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q3 2024, worth a combined $184M — up 7.6% from $171M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FLDR positions and 10 closed out — a net gain of 3 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $16.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $5.77M.

  • 65 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q3 2024, up from 62 in Q2 2024.
  • Funds reported $184M of Fidelity Low Duration Bond Factor ETF stock for Q3 2024, up 7.6% quarter-over-quarter.
  • 13 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q3 2024 and 10 closed out, a net change of +3 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q3 2024 was Wells Fargo, an estimated $16.7M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $5.77M sold.

Based on aggregated 13F filings for Q3 2024.