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Fidelity Low Duration Bond Factor ETF

27 hedge funds and large institutions have $52.3M invested in Fidelity Low Duration Bond Factor ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

87% more capital invested

Capital invested by funds: $28M → $52.3M (+$24.3M)

69% more funds holding

Funds holding: 1627 (+11)

6.93% more ownership

Funds ownership: 22.56%29.49% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
27
Holders Change
+11
Holders Change %
+68.75%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
9
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$12.4M +$5.43M +106,967 +78%
Bank of America
2
Bank of America
North Carolina
$5.49M -$38.4K -756 -0.7%
NFG
3
Nations Financial Group
Iowa
$5.2M +$927K +18,263 +22%
FPGK
4
Financial Partners Group (Kansas)
Kansas
$4.47M +$170K +3,357 +4%
Jane Street
5
Jane Street
New York
$3.7M +$3.71M +73,009 New
FI
6
FormulaFolio Investments
Michigan
$3.61M +$2.72M +53,635 +303%
WR
7
Watson Rebecca
$3.46M +$3.47M +68,382 New
RJA
8
Raymond James & Associates
Florida
$3.39M +$3.4M +66,971 New
LWA
9
Lineweaver Wealth Advisors
Ohio
$3.31M +$3.32M +65,439 New
AWA
10
Arete Wealth Advisors
Illinois
$1.83M -$235K -4,631 -11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.74M +$154K +3,035 +10%
Citadel Advisors
12
Citadel Advisors
Florida
$760K +$761K +14,993 New
ACA
13
Anchor Capital Advisors
Massachusetts
$523K -$5.08K -100 -1%
BRWA
14
B. Riley Wealth Advisors
Florida
$469K +$470K +9,254 New
TA
15
TCG Advisors
Texas
$428K +$53.3K +1,050 +14%
BWA
16
Beam Wealth Advisors
Louisiana
$348K +$349K +6,870 New
PFS
17
Prospera Financial Services
Texas
$249K +$254 +5 +0.1%
SRC
18
Shufro Rose & Co
New York
$248K +$249K +4,900 New
Wells Fargo
19
Wells Fargo
California
$152K +$152K +3,001 New
AA
20
Ancora Advisors
Ohio
$149K +$149K +2,945 New
IA
21
IFP Advisors
Florida
$135K +$25.9K +511 +24%
ASN
22
Advisory Services Network
Georgia
$105K +$105K +2,077 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$55K
AG
24
Advisor Group
Arizona
$42K +$39.6K +780 +1,147%
RIA
25
Realta Investment Advisors
Delaware
$25K

FLDR Hedge Fund Activity: Q4 2019 in Review

27 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q4 2019, worth a combined $52.3M — up 87% from $28M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FLDR positions and 1 closed out — a net gain of 11 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $5.43M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.07M sold.

  • 27 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q4 2019, up from 16 in Q3 2019.
  • Funds reported $52.3M of Fidelity Low Duration Bond Factor ETF stock for Q4 2019, up 87% quarter-over-quarter.
  • 12 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q4 2019 and 1 closed out, a net change of +11 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $5.43M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q4 2019 was Flow Traders U.S., an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2019.