Fidelity Low Duration Bond Factor ETF
FLDR
54 hedge funds and large institutions have $106M invested in Fidelity Low Duration Bond Factor ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
18% more capital invested
Capital invested by funds: $89.8M → $106M (+$16.4M)
17% more funds holding
Funds holding: 46 → 54 (+8)
0.26% more ownership
Funds ownership: 41.94% → 42.2% (+0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Acute Investment Advisory
Mesa,
Arizona
|
+$11.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.39M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.83M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.11M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.45M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.65M |
| 3 |
Jane Street
New York
|
-$1.62M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$488K |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$372K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
51
BluePath Capital Management
Atlanta,
Georgia
| $27.8K | +$28K | +562 | New |
|
|
SS
52
Sunbelt Securities
Houston,
Texas
| $10.3K | -$20.2K | -405 | -66% |
|
|
AAP
53
Arax Advisory Partners
Denver,
Colorado
| $6.47K | +$3.73K | +75 | +134% |
|
|
JFA
54
JNBA Financial Advisors
Bloomington,
Minnesota
| $5.94K | +$100 | +2 | +2% |
|
|
AWM
55
Axxcess Wealth Management
Carlsbad,
California
| – | -$372K | -7,468 | Closed |
|
|
ACA
56
Anchor Capital Advisors
Boston,
Massachusetts
| – | -$305K | -6,115 | Closed |
|
|
EWM
57
Elmwood Wealth Management
Berkeley,
California
| – | -$287K | -5,754 | Closed |
|
58
Citadel Advisors
Miami,
Florida
| – | -$282K | -5,661 | Closed |
|
|
AIM
59
Alhambra Investment Management
Palmetto Bay,
Florida
| – | -$226K | -4,530 | Closed |
|
|
PIAS
60
PCA Investment Advisory Services
Cincinnati,
Ohio
| – | -$157K | -3,160 | Closed |
|
FLDR Hedge Fund Activity: Q3 2023 in Review
54 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q3 2023, worth a combined $106M — up 18% from $89.8M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FLDR positions and 6 closed out — a net gain of 9 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Acute Investment Advisory, opening a new position worth an estimated $11.4M. The largest seller was UBS Group, cutting an estimated $4.45M.
- 54 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q3 2023, up from 46 in Q2 2023.
- Funds reported $106M of Fidelity Low Duration Bond Factor ETF stock for Q3 2023, up 18% quarter-over-quarter.
- 15 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q3 2023 and 6 closed out, a net change of +9 holders.
- The largest Fidelity Low Duration Bond Factor ETF buyer in Q3 2023 was Acute Investment Advisory, an estimated $11.4M added.
- The largest Fidelity Low Duration Bond Factor ETF seller in Q3 2023 was UBS Group, an estimated $4.45M sold.
Based on aggregated 13F filings for Q3 2023.