Fidelity Low Duration Bond Factor ETF
FLDR
47 hedge funds and large institutions have $2.19B invested in Fidelity Low Duration Bond Factor ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 5 closing their positions.
2,723% more capital invested
Capital invested by funds: $77.7M → $2.19B (+$2.11B)
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
18% more funds holding
Funds holding: 40 → 47 (+7)
3.61% more ownership
Funds ownership: 37.86% → 41.47% (+3.6%)
56% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Secure Asset Management
Troy,
Michigan
|
+$2.28M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.53M |
| 3 |
Morgan Stanley
New York
|
+$1.32M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.06M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$384K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.24M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.04M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.05M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$909K |
| 5 |
Jane Street
New York
|
-$725K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
51
Private Advisor Group
Morristown,
New Jersey
| – | -$336K | -6,800 | Closed |
|
52
MML Investors Services
Springfield,
Massachusetts
| – | -$238K | -4,826 | Closed |
|
FLDR Hedge Fund Activity: Q4 2022 in Review
47 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q4 2022, worth a combined $2.19B — up 2,723% from $77.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FLDR positions and 5 closed out — a net gain of 8 holders — while 8 added to existing stakes and 18 trimmed.
The largest buyer was Secure Asset Management, opening a new position worth an estimated $2.28M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.24M.
- 47 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q4 2022, up from 40 in Q3 2022.
- Funds reported $2.19B of Fidelity Low Duration Bond Factor ETF stock for Q4 2022, up 2,723% quarter-over-quarter.
- 13 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q4 2022 and 5 closed out, a net change of +8 holders.
- The largest Fidelity Low Duration Bond Factor ETF buyer in Q4 2022 was Secure Asset Management, an estimated $2.28M added.
- The largest Fidelity Low Duration Bond Factor ETF seller in Q4 2022 was Commonwealth Equity Services, an estimated $2.24M sold.
Based on aggregated 13F filings for Q4 2022.