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Fidelity Low Duration Bond Factor ETF
FLDR

84 hedge funds and large institutions have $268M invested in Fidelity Low Duration Bond Factor ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 11

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

14% more capital invested

Capital invested by funds: $236M → $268M (+$32.3M)

4% more funds holding

Funds holding: 81 → 84 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.7% less ownership

Funds ownership: 35.78% → 35.08% (-0.7%)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.13%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
47
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.9M
2
AC
Avestar Capital
New York
+$6.41M
3
LPL Financial
LPL Financial
California
+$4.71M
4
KAS
Kestra Advisory Services
Texas
+$4.59M
5
FIA
Foundations Investment Advisors
Arizona
+$4.12M

Top Sellers

Rank Fund Capital Flow
1
AC
Anson Capital
Georgia
-$6.94M
2
NAS
NWF Advisory Services
California
-$4.02M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.71M
4
SAM
Secure Asset Management
Michigan
-$930K
5
HI
Harbour Investments
Wisconsin
-$698K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
51
Main Street Financial Solutions
Pennsylvania
$395K – – –
SB
52
Strategic Blueprint
Georgia
$380K +$107K +2,143 +39%
IFG
53
Independent Financial Group
California
$376K – – –
GS
54
GWN Securities
Florida
$365K +$120K +2,401 +49%
M1FG
55
Mach-1 Financial Group
Arkansas
$358K +$79.3K +1,583 +28%
P
56
&Partners
Tennessee
$337K +$16.5K +329 +5%
NEPWA
57
New England Private Wealth Advisors
Massachusetts
$315K +$3.81K +76 +1%
VWS
58
Virtus Wealth Solutions
New Jersey
$302K -$21.5K -429 -7%
JWCA
59
J.W. Cole Advisors
Florida
$297K +$34.5K +689 +13%
ASN
60
Advisory Services Network
Georgia
$259K – – –
ACM
61
Absolute Capital Management
Pennsylvania
$256K +$7.36K +147 +3%
SWP
62
Stratos Wealth Partners
Ohio
$229K +$229K +4,562 New
FTUS
63
Flow Traders U.S.
New York
$227K +$227K +4,529 New
AC
64
Addison Capital
Pennsylvania
$224K +$224K +4,479 New
RA
65
Riverstone Advisors
Texas
$200K +$200K +4,000 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$171K +$61.9K +1,236 +57%
CT
67
Colonial Trust
South Carolina
$164K – – –
JP Morgan Chase
68
JP Morgan Chase
New York
$129K +$57.8K +1,153 +81%
MWA
69
Medallion Wealth Advisors
Connecticut
$100K +$100K +2,000 New
TCM
70
TD Capital Management
Tennessee
$100K -$59.1K -1,179 -37%
IA
71
IFP Advisors
Florida
$97.6K +$15.8K +316 +19%
JWA
72
JFS Wealth Advisors
Pennsylvania
$92.1K +$91.7K +1,831 New
SWM
73
Spire Wealth Management
Virginia
$39K +$39K +778 New
Comerica Bank
74
Comerica Bank
Texas
$36.5K – – –
EB
75
Eastern Bank
Massachusetts
$13.6K – – –
1 2
3
4

FLDR Hedge Fund Activity: Q1 2025 in Review

84 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q1 2025, worth a combined $268M — up 14% from $236M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FLDR positions and 9 closed out — a net gain of 4 holders — while 47 added to existing stakes and 11 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $6.9M. The largest seller was Anson Capital, cutting an estimated $6.94M.

  • 84 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q1 2025, up from 81 in Q4 2024.
  • Funds reported $268M of Fidelity Low Duration Bond Factor ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 13 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q1 2025 and 9 closed out, a net change of +4 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q1 2025 was Commonwealth Equity Services, an estimated $6.9M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q1 2025 was Anson Capital, an estimated $6.94M sold.

Based on aggregated 13F filings for Q1 2025.