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Fidelity Low Duration Bond Factor ETF

108 hedge funds and large institutions have $375M invested in Fidelity Low Duration Bond Factor ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

12% more capital invested

Capital invested by funds: $333M → $375M (+$41.5M)

9% more funds holding

Funds holding: 99108 (+9)

0.9% more ownership

Funds ownership: 35.7%36.6% (+0.9%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
108
Holders Change
+9
Holders Change %
+9.09%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
21
Increased
50
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
26
Tableaux
Massachusetts
$4.13M -$115K -2,289 -3%
NAS
27
NWF Advisory Services
California
$3.88M -$214K -4,263 -5%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.51M -$39.9K -795 -1%
LTL
29
Lowery Thomas LLC
California
$3.47M +$331K +6,592 +11%
SCA
30
Snowden Capital Advisors
New York
$3.33M -$10K -200 -0.3%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$3.27M +$514K +10,236 +19%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.23M -$376K -7,483 -10%
LWM
33
Lakeridge Wealth Management
Ohio
$3.11M +$597K +11,896 +24%
GLR
34
Great Lakes Retirement
Ohio
$2.7M +$205K +4,081 +8%
MWM
35
Meridian Wealth Management
Kentucky
$2.21M +$2.21M +44,088 New
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$2.09M +$2.09M +41,560 New
HG
37
Herbst Group
Connecticut
$2M +$2M +39,750 New
HWM
38
Howard Wealth Management
Connecticut
$1.91M +$920K +18,325 +93%
FCP
39
Fidelis Capital Partners
Florida
$1.75M +$1.75M +34,930 New
TS
40
TradeWell Securities
Indiana
$1.39M +$288K +5,743 +26%
SB
41
Strategic Blueprint
Georgia
$1.38M +$166K +3,311 +14%
FFS
42
Flavin Financial Services
Florida
$1.25M -$136K -2,702 -10%
CSA
43
Cottage Street Advisors
Massachusetts
$1.1M +$1.11M +22,006 New
KPWS
44
Kestra Private Wealth Services
Texas
$1.01M +$1.01M +20,038 New
SMAM
45
Sugar Maple Asset Management
Wisconsin
$842K +$408K +8,119 +94%
GCA
46
Genesee Capital Advisors
New York
$795K -$13.6K -271 -2%
TAP
47
Tounjian Advisory Partners
Florida
$741K -$81.7K -1,628 -10%
KFG
48
Kingdom Financial Group
Arizona
$722K +$482K +9,593 +200%
AHIA
49
Andrew Hill Investment Advisors
Florida
$716K -$776K -15,445 -52%
PS
50
Principal Securities
Iowa
$707K +$8.54K +170 +1%

FLDR Hedge Fund Activity: Q3 2025 in Review

108 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q3 2025, worth a combined $375M — up 12% from $333M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FLDR positions and 11 closed out — a net gain of 10 holders — while 50 added to existing stakes and 24 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.96M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.57M.

  • 108 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q3 2025, up from 99 in Q2 2025.
  • Funds reported $375M of Fidelity Low Duration Bond Factor ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 21 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q3 2025 and 11 closed out, a net change of +10 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $7.96M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $6.57M sold.

Based on aggregated 13F filings for Q3 2025.