Fidelity Low Duration Bond Factor ETF
FLDR
58 hedge funds and large institutions have $169M invested in Fidelity Low Duration Bond Factor ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 14
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
25% more capital invested
Capital invested by funds: $135M → $169M (+$34.3M)
7% more funds holding
Funds holding: 54 → 58 (+4)
0.37% more ownership
Funds ownership: 40.83% → 41.19% (+0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$25.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$7.27M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$5.49M |
| 4 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$3.9M |
| 5 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.82M |
| 2 |
Morgan Stanley
New York
|
-$3.72M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.45M |
| 4 |
KDA
Kraft Davis & Associates
St. Louis,
Missouri
|
-$2.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
51
Steward Partners Investment Advisory
New York
| $53.5K | -$8.75K | -175 | -14% |
|
|
GJIA
52
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $47.5K | +$550 | +11 | +1% |
|
53
JP Morgan Chase
New York
| $33K | +$4.7K | +94 | +17% |
|
|
SS
54
Sunbelt Securities
Houston,
Texas
| $10.4K | – | – | – |
|
|
AAP
55
Arax Advisory Partners
Denver,
Colorado
| $6.71K | +$100 | +2 | +2% |
|
|
JFA
56
JNBA Financial Advisors
Bloomington,
Minnesota
| $6.17K | +$50 | +1 | +0.8% |
|
57
Comerica Bank
Dallas,
Texas
| $4.95K | – | – | – |
|
58
Fidelity Investments
Boston,
Massachusetts
| $2.25K | +$700 | +14 | +45% |
|
|
OMC
59
Old Mission Capital
Chicago,
Illinois
| – | -$1.48M | -29,629 | Closed |
|
|
KA
60
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$362K | -7,256 | Closed |
|
|
KFG
61
Kingdom Financial Group
Peoria,
Arizona
| – | -$338K | -6,778 | Closed |
|
|
GIA
62
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| – | -$277K | -5,555 | Closed |
|
|
NMG
63
New Millennium Group
Sandy,
Utah
| – | -$41K | -822 | Closed |
|
FLDR Hedge Fund Activity: Q1 2024 in Review
58 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q1 2024, worth a combined $169M — up 25% from $135M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FLDR positions and 5 closed out — a net gain of 4 holders — while 28 added to existing stakes and 14 trimmed.
The largest buyer was Bank of America, adding an estimated $25.3M. The largest seller was Jane Street, cutting an estimated $7.82M.
- 58 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q1 2024, up from 54 in Q4 2023.
- Funds reported $169M of Fidelity Low Duration Bond Factor ETF stock for Q1 2024, up 25% quarter-over-quarter.
- 9 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q1 2024 and 5 closed out, a net change of +4 holders.
- The largest Fidelity Low Duration Bond Factor ETF buyer in Q1 2024 was Bank of America, an estimated $25.3M added.
- The largest Fidelity Low Duration Bond Factor ETF seller in Q1 2024 was Jane Street, an estimated $7.82M sold.
Based on aggregated 13F filings for Q1 2024.