Fidelity Low Duration Bond Factor ETF
FLDR
65 hedge funds and large institutions have $184M invested in Fidelity Low Duration Bond Factor ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 10 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 15
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
8% more capital invested
Capital invested by funds: $171M → $184M (+$13M)
5% more funds holding
Funds holding: 62 → 65 (+3)
1.93% less ownership
Funds ownership: 34.72% → 32.78% (-1.9%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$16.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.83M |
| 3 |
LTL
Lowery Thomas LLC
Pebble Beach,
California
|
+$2.44M |
| 4 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
+$2.29M |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.77M |
| 2 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$4.13M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.11M |
| 4 |
Jane Street
New York
|
-$2.75M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.45M |
FLDR Hedge Fund Activity: Q3 2024 in Review
65 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q3 2024, worth a combined $184M — up 7.6% from $171M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FLDR positions and 10 closed out — a net gain of 3 holders — while 27 added to existing stakes and 15 trimmed.
The largest buyer was Wells Fargo, adding an estimated $16.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $5.77M.
- 65 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q3 2024, up from 62 in Q2 2024.
- Funds reported $184M of Fidelity Low Duration Bond Factor ETF stock for Q3 2024, up 7.6% quarter-over-quarter.
- 13 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q3 2024 and 10 closed out, a net change of +3 holders.
- The largest Fidelity Low Duration Bond Factor ETF buyer in Q3 2024 was Wells Fargo, an estimated $16.7M added.
- The largest Fidelity Low Duration Bond Factor ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $5.77M sold.
Based on aggregated 13F filings for Q3 2024.