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Fidelity Low Duration Bond Factor ETF
FLDR

81 hedge funds and large institutions have $236M invested in Fidelity Low Duration Bond Factor ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

29% more capital invested

Capital invested by funds: $184M → $236M (+$52.4M)

25% more funds holding

Funds holding: 65 → 81 (+16)

3% more ownership

Funds ownership: 32.78% → 35.78% (+3%)

Holders
81
Holders Change
+16
Holders Change %
+24.62%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
23
Increased
30
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
Anson Capital
Georgia
+$7.95M
2
AWM
AE Wealth Management
Kansas
+$7.1M
3
Wells Fargo
Wells Fargo
California
+$6.45M
4
RFP
RCS Financial Planning
Maryland
+$4.86M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.35M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.23M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.15M
3
UBS Group
UBS Group
Switzerland
-$1.6M
4
ST
Smithfield Trust
Pennsylvania
-$635K
5
KDA
Kraft Davis & Associates
Missouri
-$612K
Name Holding Trade Value Shares
Change 		Change in
Stake
P
51
&Partners
Tennessee
$319K +$320K +6,391 New
NEPWA
52
New England Private Wealth Advisors
Massachusetts
$310K +$311K +6,206 New
M1FG
53
Mach-1 Financial Group
Arkansas
$278K -$131K -2,622 -32%
SB
54
Strategic Blueprint
Georgia
$272K -$50 -1 -0%
JWCA
55
J.W. Cole Advisors
Florida
$262K +$48.3K +964 +23%
ASN
56
Advisory Services Network
Georgia
$258K -$162K -3,239 -39%
ACM
57
Absolute Capital Management
Pennsylvania
$248K +$248K +4,957 New
GS
58
GWN Securities
Florida
$244K +$245K +4,884 New
HF
59
HRT Financial
New York
$240K +$241K +4,818 New
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$234K -$2.23M -44,552 -90%
IAA
61
Independent Advisor Alliance
North Carolina
$205K +$206K +4,106 New
CT
62
Colonial Trust
South Carolina
$164K – – –
TCM
63
TD Capital Management
Tennessee
$159K +$2.06K +41 +1%
FCT
64
First Community Trust
Iowa
$114K – – –
GRP
65
Global Retirement Partners
California
$112K +$112K +2,237 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$108K +$96.6K +1,928 +807%
IA
67
IFP Advisors
Florida
$81.5K +$802 +16 +1%
JP Morgan Chase
68
JP Morgan Chase
New York
$71K -$7.47K -149 -9%
Comerica Bank
69
Comerica Bank
Texas
$36.3K +$6.62K +132 +22%
EB
70
Eastern Bank
Massachusetts
$13.5K +$13.6K +271 New
CAS
71
Coppell Advisory Solutions
Texas
$10.8K – – –
GJIA
72
Glass Jacobson Investment Advisors
Maryland
$10.4K – – –
SS
73
Sunbelt Securities
Texas
$8.14K – – –
AAP
74
Arax Advisory Partners
Colorado
$6.99K +$100 +2 +1%
JFA
75
JNBA Financial Advisors
Minnesota
$6.42K +$100 +2 +2%
1 2
3
4

FLDR Hedge Fund Activity: Q4 2024 in Review

81 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q4 2024, worth a combined $236M — up 29% from $184M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FLDR positions and 5 closed out — a net gain of 18 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Anson Capital, opening a new position worth an estimated $7.95M. The largest seller was Susquehanna International Group, cutting an estimated $2.23M.

  • 81 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q4 2024, up from 65 in Q3 2024.
  • Funds reported $236M of Fidelity Low Duration Bond Factor ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 23 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q4 2024 and 5 closed out, a net change of +18 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q4 2024 was Anson Capital, an estimated $7.95M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q4 2024 was Susquehanna International Group, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2024.