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Fidelity Low Duration Bond Factor ETF
FLDR

81 hedge funds and large institutions have $236M invested in Fidelity Low Duration Bond Factor ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

29% more capital invested

Capital invested by funds: $184M → $236M (+$52.4M)

25% more funds holding

Funds holding: 65 → 81 (+16)

3% more ownership

Funds ownership: 32.78% → 35.78% (+3%)

Holders
81
Holders Change
+16
Holders Change %
+24.62%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
23
Increased
30
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
Anson Capital
Georgia
+$7.95M
2
AWM
AE Wealth Management
Kansas
+$7.1M
3
Wells Fargo
Wells Fargo
California
+$6.45M
4
RFP
RCS Financial Planning
Maryland
+$4.86M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.35M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.23M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.15M
3
UBS Group
UBS Group
Switzerland
-$1.6M
4
ST
Smithfield Trust
Pennsylvania
-$635K
5
KDA
Kraft Davis & Associates
Missouri
-$612K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.74M -$2.15M -42,855 -55%
Jane Street
27
Jane Street
New York
$1.69M +$1.69M +33,749 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.64M -$553K -11,035 -25%
HI
29
Harbour Investments
Wisconsin
$1.57M +$1.07M +21,418 +215%
LWM
30
Lakeridge Wealth Management
Ohio
$1.47M +$1.26M +25,224 +591%
FIA
31
Foundations Investment Advisors
Arizona
$1.43M +$697K +13,901 +94%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.4M -$88.3K -1,761 -6%
FFS
33
Flavin Financial Services
Florida
$1.21M +$1.22M +24,250 New
KDA
34
Kraft Davis & Associates
Missouri
$1.1M -$612K -12,201 -36%
SAM
35
Secure Asset Management
Michigan
$930K +$2.81K +56 +0.3%
TS
36
TradeWell Securities
Indiana
$896K +$900K +17,953 New
GCA
37
Genesee Capital Advisors
New York
$842K -$20.7K -413 -2%
AAS
38
Ameritas Advisory Services
Nebraska
$578K +$580K +11,569 New
EFG
39
Elm3 Financial Group
Georgia
$566K +$568K +11,326 New
AAS
40
Avantax Advisory Services
Texas
$520K +$521K +10,405 New
Raymond James Financial
41
Raymond James Financial
Florida
$517K +$519K +10,353 New
PS
42
Principal Securities
Iowa
$478K -$38.5K -768 -7%
GC
43
Guidance Capital
Kentucky
$476K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$444K +$306K +6,100 +218%
SWM
45
Seed Wealth Management
Illinois
$434K – – –
SMAM
46
Sugar Maple Asset Management
Wisconsin
$420K -$69.3K -1,382 -14%
SC
47
Seldon Capital
California
$403K – – –
MSFS
48
Main Street Financial Solutions
Pennsylvania
$393K – – –
IFG
49
Independent Financial Group
California
$374K – – –
VWS
50
Virtus Wealth Solutions
New Jersey
$322K +$324K +6,458 New
1
2
3 4

FLDR Hedge Fund Activity: Q4 2024 in Review

81 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q4 2024, worth a combined $236M — up 29% from $184M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FLDR positions and 5 closed out — a net gain of 18 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Anson Capital, opening a new position worth an estimated $7.95M. The largest seller was Susquehanna International Group, cutting an estimated $2.23M.

  • 81 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q4 2024, up from 65 in Q3 2024.
  • Funds reported $236M of Fidelity Low Duration Bond Factor ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 23 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q4 2024 and 5 closed out, a net change of +18 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q4 2024 was Anson Capital, an estimated $7.95M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q4 2024 was Susquehanna International Group, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2024.