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Fidelity Low Duration Bond Factor ETF
FLDR

Overview Fund Activity

80 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 24 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+17
Holders Change %
+26.98%
% 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
24
Increased
29
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Anson Capital
Georgia
$7.92M
2
AWM
2
AE Wealth Management
Kansas
$14.8M
3
Wells Fargo
3
Wells Fargo
California
$56M
4
RFP
4
RCS Financial Planning
Maryland
$4.87M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.6M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$234K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.74M
3
UBS Group
3
UBS Group
Switzerland
$8.13M
4
ST
4
Smithfield Trust
Pennsylvania
$0
5
KDA
5
Kraft Davis & Associates
Missouri
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
51
New England Private Wealth Advisors
Massachusetts
$310K +$310K +6,206 New
M1FG
52
Mach-1 Financial Group
Arkansas
$278K -$131K -2,622 -32%
SB
53
Strategic Blueprint
Georgia
$272K -$50 -1 -0%
JWCA
54
J.W. Cole Advisors
Florida
$262K +$48.1K +964 +23%
ASN
55
Advisory Services Network
Georgia
$258K -$162K -3,239 -39%
ACM
56
Absolute Capital Management
Pennsylvania
$248K +$248K +4,957 New
GS
57
GWN Securities
Florida
$244K +$244K +4,884 New
HF
58
HRT Financial
New York
$240K +$240K +4,818 New
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$234K -$2.22M -44,552 -90%
IAA
60
Independent Advisor Alliance
North Carolina
$205K +$205K +4,106 New
CT
61
Colonial Trust
South Carolina
$164K – – –
TCM
62
TD Capital Management
Tennessee
$159K +$2.05K +41 +1%
FCT
63
First Community Trust
Iowa
$114K – – –
GRP
64
Global Retirement Partners
California
$112K +$112K +2,237 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$108K +$96.3K +1,928 +807%
IA
66
IFP Advisors
Florida
$81.5K +$799 +16 +1%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$71.1K -$7.44K -149 -9%
Comerica Bank
68
Comerica Bank
Texas
$36.3K +$6.59K +132 +22%
EB
69
Eastern Bank
Massachusetts
$13.5K +$13.5K +271 New
CAS
70
Coppell Advisory Solutions
Texas
$10.8K – – –
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$10.4K – – –
SS
72
Sunbelt Securities
Texas
$8.14K – – –
AAP
73
Arax Advisory Partners
Colorado
$6.99K +$100 +2 +1%
JFA
74
JNBA Financial Advisors
Minnesota
$6.42K +$100 +2 +2%
SWC
75
Spectrum Wealth Counsel
Indiana
$4.85K -$15K -300 -76%
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