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Fidelity Low Duration Bond Factor ETF
FLDR

Overview Fund Activity

80 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 24 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+17
Holders Change %
+26.98%
% 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
24
Increased
29
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Anson Capital
Georgia
$7.92M
2
AWM
2
AE Wealth Management
Kansas
$14.8M
3
Wells Fargo
3
Wells Fargo
California
$56M
4
RFP
4
RCS Financial Planning
Maryland
$4.87M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.6M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$234K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.74M
3
UBS Group
3
UBS Group
Switzerland
$8.13M
4
ST
4
Smithfield Trust
Pennsylvania
$0
5
KDA
5
Kraft Davis & Associates
Missouri
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.74M -$2.14M -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 -$551K -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 +$694K +13,901 +94%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.4M -$87.9K -1,761 -6%
FFS
33
Flavin Financial Services
Florida
$1.21M +$1.21M +24,250 New
KDA
34
Kraft Davis & Associates
Missouri
$1.1M -$610K -12,201 -36%
SAM
35
Secure Asset Management
Michigan
$930K +$2.8K +56 +0.3%
TS
36
TradeWell Securities
Indiana
$896K +$896K +17,953 New
GCA
37
Genesee Capital Advisors
New York
$842K -$20.6K -413 -2%
AAS
38
Ameritas Advisory Services
Nebraska
$578K +$578K +11,569 New
EFG
39
Elm3 Financial Group
Georgia
$566K +$566K +11,326 New
AAS
40
Avantax Advisory Services
Texas
$520K +$520K +10,405 New
Raymond James Financial
41
Raymond James Financial
Florida
$517K +$517K +10,353 New
PS
42
Principal Securities
Iowa
$478K -$38.3K -768 -7%
GC
43
Guidance Capital
Kentucky
$476K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$444K +$305K +6,100 +218%
SWM
45
Seed Wealth Management
Illinois
$434K – – –
SMAM
46
Sugar Maple Asset Management
Wisconsin
$420K -$69K -1,382 -14%
SC
47
Seldon Capital
California
$403K – – –
MSFS
48
Main Street Financial Solutions
Pennsylvania
$393K – – –
VWS
49
Virtus Wealth Solutions
New Jersey
$322K +$322K +6,458 New
P
50
&Partners
Tennessee
$319K +$319K +6,391 New
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