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Fidelity Low Duration Bond Factor ETF

28 hedge funds and large institutions have $58.7M invested in Fidelity Low Duration Bond Factor ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $52.3M → $58.7M (+$6.35M)

4.78% more ownership

Funds ownership: 29.49%34.28% (+4.8%)

4% more funds holding

Funds holding: 2728 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
11
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$14.6M +$11.3M +226,189 +310%
Osaic Holdings
2
Osaic Holdings
Arizona
$13.9M +$14.2M +283,697 New
Bank of America
3
Bank of America
North Carolina
$5.8M +$517K +10,300 +10%
LCM
4
Landscape Capital Management
New Jersey
$3.43M +$3.52M +70,197 New
LWA
5
Lineweaver Wealth Advisors
Ohio
$3.23M +$34K +677 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.02M +$3.09M +61,707 New
HF
7
HRT Financial
New York
$2.6M +$2.67M +53,228 New
NFG
8
Nations Financial Group
Iowa
$2.56M -$2.52M -50,225 -49%
AWA
9
Arete Wealth Advisors
Illinois
$2.13M +$365K +7,271 +20%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.92M +$252K +5,022 +15%
WR
11
Watson Rebecca
$1.3M -$2.13M -42,414 -62%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$630K +$646K +12,885 New
AWM
13
AE Wealth Management
Kansas
$559K +$574K +11,444 New
SS
14
Simplicity Solutions
Minnesota
$559K +$574K +11,444 New
ACA
15
Anchor Capital Advisors
Massachusetts
$473K -$32.6K -650 -6%
Citadel Advisors
16
Citadel Advisors
Florida
$397K -$345K -6,873 -46%
Wells Fargo
17
Wells Fargo
California
$344K +$203K +4,039 +135%
TSS
18
Two Sigma Securities
New York
$280K +$288K +5,738 New
SRC
19
Shufro Rose & Co
New York
$239K
SB
20
Strategic Blueprint
Georgia
$203K +$208K +4,144 New
AA
21
Ancora Advisors
Ohio
$148K +$4.21K +84 +3%
IA
22
IFP Advisors
Florida
$128K +$401 +8 +0.3%
ASN
23
Advisory Services Network
Georgia
$110K +$9.03K +180 +9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$53K
US Bancorp
25
US Bancorp
Minnesota
$29K +$29.6K +590 New

FLDR Hedge Fund Activity: Q1 2020 in Review

28 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q1 2020, worth a combined $58.7M — up 12% from $52.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FLDR positions and 8 closed out — a net gain of 3 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $11.3M. The largest seller was Financial Partners Group (Kansas), exiting entirely with an estimated $4.47M sold.

  • 28 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q1 2020, up from 27 in Q4 2019.
  • Funds reported $58.7M of Fidelity Low Duration Bond Factor ETF stock for Q1 2020, up 12% quarter-over-quarter.
  • 11 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q1 2020 and 8 closed out, a net change of +3 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q1 2020 was Jane Street, an estimated $11.3M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q1 2020 was Financial Partners Group (Kansas), an estimated $4.47M sold.

Based on aggregated 13F filings for Q1 2020.