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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
AC
76
Addison Capital
Pennsylvania
$224K
LWM
77
LongView Wealth Management
Georgia
$210K +$210K +4,196 New
CT
78
Colonial Trust
South Carolina
$164K
Comerica Bank
79
Comerica Bank
Texas
$141K +$104K +2,085 +286%
WBC
80
West Branch Capital
Massachusetts
$116K +$115K +2,308 New
MWA
81
Medallion Wealth Advisors
Connecticut
$100K
IA
82
IFP Advisors
Florida
$98.4K +$900 +18 +0.9%
JWA
83
JFS Wealth Advisors
Pennsylvania
$92.8K +$1.1K +22 +1%
OP
84
ORG Partners
Indiana
$87.5K +$87.4K +1,747 New
JP Morgan Chase
85
JP Morgan Chase
New York
$82.2K -$46.8K -935 -36%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$25.1K +$25.1K +502 New
ADL
87
Asset Dedication LLC
California
$15K +$15K +299 New
EB
88
Eastern Bank
Massachusetts
$13.6K
SS
89
Sunbelt Securities
Texas
$8.14K -$1K -20 -11%
JFA
90
JNBA Financial Advisors
Minnesota
$7.56K +$1.05K +21 +16%
AAP
91
Arax Advisory Partners
Colorado
$7.18K +$50 +1 +0.7%
SWM
92
Spire Wealth Management
Virginia
$6.66K -$32.3K -645 -83%
CAM
93
Clarity Asset Management
Iowa
$5.31K +$5.3K +106 New
CAWM
94
Capital A Wealth Management
Pennsylvania
$3.54K +$3.4K +68 +2,267%
RF
95
Rossby Financial
Florida
$1.45K
Q1WB
96
Quest 10 Wealth Builders
Virginia
$1.15K -$1.45K -29 -56%
BFP
97
Briaud Financial Planning
Texas
$1K +$1K +20 New
NMG
98
New Millennium Group
Utah
$675
TCM
99
Tradewinds Capital Management
Washington
$410
AF
100
Allworth Financial
California
$4

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.