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Fidelity Low Duration Bond Factor ETF

108 hedge funds and large institutions have $375M invested in Fidelity Low Duration Bond Factor ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

12% more capital invested

Capital invested by funds: $333M → $375M (+$41.5M)

9% more funds holding

Funds holding: 99108 (+9)

0.9% more ownership

Funds ownership: 35.7%36.6% (+0.9%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
108
Holders Change
+9
Holders Change %
+9.09%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
21
Increased
50
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
76
TD Capital Management
Tennessee
$305K +$3.67K +73 +1%
JWCA
77
J.W. Cole Advisors
Florida
$304K +$3.26K +65 +1%
LWM
78
LongView Wealth Management
Georgia
$285K +$74.9K +1,491 +36%
Creative Planning
79
Creative Planning
Kansas
$256K +$256K +5,098 New
ASN
80
Advisory Services Network
Georgia
$256K
PI
81
Parkside Investments
Illinois
$251K +$251K +5,000 New
AC
82
Addison Capital
Pennsylvania
$225K
SEP
83
Southland Equity Partners
Missouri
$225K +$225K +4,473 New
AIA
84
Accelerate Investment Advisors
California
$210K +$210K +4,191 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$158K -$158K -3,141 -50%
GWM
86
Geneos Wealth Management
Colorado
$135K +$135K +2,697 New
WBC
87
West Branch Capital
Massachusetts
$117K +$1.21K +24 +1%
MWA
88
Medallion Wealth Advisors
Connecticut
$100K
IA
89
IFP Advisors
Florida
$99.3K +$653 +13 +0.7%
JWA
90
JFS Wealth Advisors
Pennsylvania
$94.1K +$1.1K +22 +1%
JP Morgan Chase
91
JP Morgan Chase
New York
$88.5K +$6.08K +121 +7%
Comerica Bank
92
Comerica Bank
Texas
$51.8K -$89.4K -1,781 -63%
ME
93
McIlrath & Eck
Washington
$41.4K +$41.4K +825 New
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$40.6K +$15.4K +306 +61%
EB
95
Eastern Bank
Massachusetts
$13.6K
RFP
96
Root Financial Partners
California
$10K +$10K +200 New
SWM
97
Spire Wealth Management
Virginia
$8.79K +$2.11K +42 +32%
DRP
98
Decker Retirement Planning
Utah
$8.18K +$8.19K +163 New
SS
99
Sunbelt Securities
Texas
$8.08K -$100 -2 -1%
JFA
100
JNBA Financial Advisors
Minnesota
$7.67K +$100 +2 +1%

FLDR Hedge Fund Activity: Q3 2025 in Review

108 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q3 2025, worth a combined $375M — up 12% from $333M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FLDR positions and 11 closed out — a net gain of 10 holders — while 50 added to existing stakes and 24 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.96M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.57M.

  • 108 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q3 2025, up from 99 in Q2 2025.
  • Funds reported $375M of Fidelity Low Duration Bond Factor ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 21 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q3 2025 and 11 closed out, a net change of +10 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $7.96M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $6.57M sold.

Based on aggregated 13F filings for Q3 2025.