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Fidelity Low Duration Bond Factor ETF

99 hedge funds and large institutions have $333M invested in Fidelity Low Duration Bond Factor ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

88% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 24

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more capital invested

Capital invested by funds: $268M → $333M (+$65.2M)

18% more funds holding

Funds holding: 8499 (+15)

0.62% more ownership

Funds ownership: 35.08%35.7% (+0.62%)

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
1.3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
19
Increased
45
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
51
Davenport & Co
Virginia
$551K +$550K +11,000 New
GC
52
Guidance Capital
Kentucky
$545K +$10.4K +207 +2%
EFG
53
Elm3 Financial Group
Georgia
$472K -$116K -2,313 -20%
SWM
54
Seed Wealth Management
Illinois
$436K
SMAM
55
Sugar Maple Asset Management
Wisconsin
$434K +$11.6K +232 +3%
HI
56
Harbour Investments
Wisconsin
$422K -$452K -9,044 -52%
SC
57
Seldon Capital
California
$404K
GC
58
Grimes & Company
Massachusetts
$402K +$402K +8,029 New
MSFS
59
Main Street Financial Solutions
Pennsylvania
$395K
GS
60
GWN Securities
Florida
$388K +$23.4K +468 +6%
IFG
61
Independent Financial Group
California
$376K
AC
62
Avestar Capital
New York
$367K -$6.04M -120,745 -94%
SPIA
63
Steward Partners Investment Advisory
New York
$344K -$112K -2,230 -25%
SWP
64
Stratos Wealth Partners
Ohio
$335K +$106K +2,128 +47%
NEPWA
65
New England Private Wealth Advisors
Massachusetts
$320K +$4.9K +98 +2%
GRP
66
Global Retirement Partners
California
$318K +$318K +6,354 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$315K +$144K +2,879 +85%
TCM
68
TD Capital Management
Tennessee
$301K +$201K +4,012 +201%
JWCA
69
J.W. Cole Advisors
Florida
$300K +$3.1K +62 +1%
Goldman Sachs
70
Goldman Sachs
New York
$265K +$265K +5,296 New
ASN
71
Advisory Services Network
Georgia
$255K -$3.8K -76 -1%
KFG
72
Kingdom Financial Group
Arizona
$240K +$240K +4,797 New
AAS
73
Ameritas Advisory Services
Nebraska
$237K -$342K -6,834 -59%
RA
74
Riverstone Advisors
Texas
$235K +$35K +700 +18%
ACM
75
Absolute Capital Management
Pennsylvania
$229K -$26.4K -528 -10%

FLDR Hedge Fund Activity: Q2 2025 in Review

99 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q2 2025, worth a combined $333M — up 24% from $268M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FLDR positions and 4 closed out — a net gain of 15 holders — while 45 added to existing stakes and 24 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $27.8M. The largest seller was Wells Fargo, cutting an estimated $11.7M.

  • 99 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q2 2025, up from 84 in Q1 2025.
  • Funds reported $333M of Fidelity Low Duration Bond Factor ETF stock for Q2 2025, up 24% quarter-over-quarter.
  • 19 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q2 2025 and 4 closed out, a net change of +15 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q2 2025 was Raymond James Financial, an estimated $27.8M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q2 2025 was Wells Fargo, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2025.