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Fidelity Low Duration Bond Factor ETF
FLDR

84 hedge funds and large institutions have $268M invested in Fidelity Low Duration Bond Factor ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 11

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

14% more capital invested

Capital invested by funds: $236M → $268M (+$32.3M)

4% more funds holding

Funds holding: 81 → 84 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.7% less ownership

Funds ownership: 35.78% → 35.08% (-0.7%)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.13%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
47
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.9M
2
AC
Avestar Capital
New York
+$6.41M
3
LPL Financial
LPL Financial
California
+$4.71M
4
KAS
Kestra Advisory Services
Texas
+$4.59M
5
FIA
Foundations Investment Advisors
Arizona
+$4.12M

Top Sellers

Rank Fund Capital Flow
1
AC
Anson Capital
Georgia
-$6.94M
2
NAS
NWF Advisory Services
California
-$4.02M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.71M
4
SAM
Secure Asset Management
Michigan
-$930K
5
HI
Harbour Investments
Wisconsin
-$698K
Name Holding Trade Value Shares
Change 		Change in
Stake
FS
26
Financially Speaking
Colorado
$2.34M -$380K -7,582 -14%
GLR
27
Great Lakes Retirement
Ohio
$2.24M -$115K -2,294 -5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.06M +$317K +6,334 +18%
Jane Street
29
Jane Street
New York
$1.94M +$253K +5,044 +15%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.78M +$379K +7,571 +27%
WA
31
WealthTrust Axiom
Pennsylvania
$1.72M +$1.72M +34,386 New
SFA
32
Sequoia Financial Advisors
Ohio
$1.53M +$1.52M +30,430 New
FFS
33
Flavin Financial Services
Florida
$1.34M +$126K +2,506 +10%
Raymond James Financial
34
Raymond James Financial
Florida
$1.12M +$601K +11,998 +116%
Citadel Advisors
35
Citadel Advisors
Florida
$1.1M -$1.71M -34,165 -61%
KDA
36
Kraft Davis & Associates
Missouri
$1.09M -$12K -239 -1%
TS
37
TradeWell Securities
Indiana
$1.08M +$184K +3,671 +20%
AC
38
Anson Capital
Georgia
$1.01M -$6.94M -138,443 -87%
HI
39
Harbour Investments
Wisconsin
$875K -$698K -13,930 -44%
GCA
40
Genesee Capital Advisors
New York
$852K +$6.81K +136 +0.8%
TAP
41
Tounjian Advisory Partners
Florida
$825K +$825K +16,460 New
EFG
42
Elm3 Financial Group
Georgia
$589K +$20.9K +417 +4%
AAS
43
Ameritas Advisory Services
Nebraska
$578K – – –
GC
44
Guidance Capital
Kentucky
$532K +$57.3K +1,143 +12%
PS
45
Principal Securities
Iowa
$478K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$456K +$10K +200 +2%
SWM
47
Seed Wealth Management
Illinois
$436K – – –
SMAM
48
Sugar Maple Asset Management
Wisconsin
$422K +$802 +16 +0.2%
TR
49
Tepp RIA
New Jersey
$421K +$421K +8,407 New
SC
50
Seldon Capital
California
$405K – – –
1
2
3 4

FLDR Hedge Fund Activity: Q1 2025 in Review

84 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q1 2025, worth a combined $268M — up 14% from $236M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FLDR positions and 9 closed out — a net gain of 4 holders — while 47 added to existing stakes and 11 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $6.9M. The largest seller was Anson Capital, cutting an estimated $6.94M.

  • 84 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q1 2025, up from 81 in Q4 2024.
  • Funds reported $268M of Fidelity Low Duration Bond Factor ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 13 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q1 2025 and 9 closed out, a net change of +4 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q1 2025 was Commonwealth Equity Services, an estimated $6.9M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q1 2025 was Anson Capital, an estimated $6.94M sold.

Based on aggregated 13F filings for Q1 2025.