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Fidelity Low Duration Bond Factor ETF
FLDR

16 hedge funds and large institutions have $28M invested in Fidelity Low Duration Bond Factor ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more capital invested

Capital invested by funds: $10.3M → $28M (+$17.7M)

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

33% more funds holding

Funds holding: 12 → 16 (+4)

9.41% more ownership

Funds ownership: 13.16% → 22.56% (+9.4%)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
7
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$6.78M
2
NFG
Nations Financial Group
Iowa
+$4.28M
3
Bank of America
Bank of America
North Carolina
+$2.05M
4
FPGK
Financial Partners Group (Kansas)
Kansas
+$1.72M
5
FTUS
Flow Traders U.S.
New York
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
EWA
ERTS Wealth Advisors
Michigan
-$505K
2
MWM
Mascoma Wealth Management
New Hampshire
-$1K
3
Wells Fargo
Wells Fargo
California
-$51
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$6.96M +$6.78M +133,769 +3,777%
Bank of America
2
Bank of America
North Carolina
$5.54M +$2.05M +40,500 +59%
FPGK
3
Financial Partners Group (Kansas)
Kansas
$4.29M +$1.72M +33,917 +67%
NFG
4
Nations Financial Group
Iowa
$4.28M +$4.28M +84,376 New
AWA
5
Arete Wealth Advisors
Illinois
$2.07M +$56.4K +1,112 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.58M +$897K +17,696 +131%
FTUS
7
Flow Traders U.S.
New York
$1.07M +$1.07M +21,042 New
FI
8
FormulaFolio Investments
Michigan
$898K +$300K +5,915 +50%
ACA
9
Anchor Capital Advisors
Massachusetts
$528K +$528K +10,420 New
TA
10
TCG Advisors
Texas
$375K +$375K +7,398 New
PFS
11
Prospera Financial Services
Texas
$249K +$304 +6 +0.1%
IA
12
IFP Advisors
Florida
$110K +$109K +2,150 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$55K – – –
RIA
14
Realta Investment Advisors
Delaware
$25K +$25.3K +500 New
AG
15
Advisor Group
Arizona
$3K +$3.45K +68 New
BFC
16
Bedel Financial Consulting
Indiana
$1K – – –
EWA
17
ERTS Wealth Advisors
Michigan
– -$505K -10,002 Closed
MWM
18
Mascoma Wealth Management
New Hampshire
– -$1K -20 Closed
Wells Fargo
19
Wells Fargo
California
– -$51 -1 Closed

FLDR Hedge Fund Activity: Q3 2019 in Review

16 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q3 2019, worth a combined $28M — up 172% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLDR positions and 3 closed out — a net gain of 4 holders — while 7 added to existing stakes and 0 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $6.78M. The largest seller was ERTS Wealth Advisors, exiting entirely with an estimated $505K sold.

  • 16 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q3 2019, up from 12 in Q2 2019.
  • Funds reported $28M of Fidelity Low Duration Bond Factor ETF stock for Q3 2019, up 172% quarter-over-quarter.
  • 7 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q3 2019 and 3 closed out, a net change of +4 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q3 2019 was Ladenburg Thalmann Financial Services, an estimated $6.78M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q3 2019 was ERTS Wealth Advisors, an estimated $505K sold.

Based on aggregated 13F filings for Q3 2019.