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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Anson Capital
Tyrone,
Georgia
|
+$7.95M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.45M |
| 4 |
RFP
RCS Financial Planning
Annapolis,
Maryland
|
+$4.86M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.23M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.15M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.6M |
| 4 |
ST
Smithfield Trust
Pittsburgh,
Pennsylvania
|
-$635K |
| 5 |
KDA
Kraft Davis & Associates
St. Louis,
Missouri
|
-$612K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWC
76
Spectrum Wealth Counsel
Indianapolis,
Indiana
| $4.85K | -$15K | -300 | -76% |
|
|
Q1WB
77
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $2.05K | +$2.06K | +41 | New |
|
|
LOIP
78
Live Oak Investment Partners
Austin,
Texas
| $1.25K | – | – | – |
|
|
FWM
79
FLP Wealth Management
Bentonville,
Arkansas
| $710 | +$702 | +14 | New |
|
|
NMG
80
New Millennium Group
Sandy,
Utah
| $673 | – | – | – |
|
|
TCM
81
Tradewinds Capital Management
Bellingham,
Washington
| $371 | – | – | – |
|
|
CAWM
82
Capital A Wealth Management
New Castle,
Pennsylvania
| $150 | +$150 | +3 | New |
|
|
ST
83
Smithfield Trust
Pittsburgh,
Pennsylvania
| – | -$635K | -12,634 | Closed |
|
|
FTUS
84
Flow Traders U.S.
New York
| – | -$549K | -10,934 | Closed |
|
|
SRC
85
Shufro Rose & Co
New York
| – | -$319K | -6,400 | Closed |
|
|
PAG
86
Private Advisor Group
Morristown,
New Jersey
| – | -$231K | -4,607 | Closed |
|
87
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -32 | Closed |
|
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.