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Fidelity Low Duration Bond Factor ETF

30 hedge funds and large institutions have $65.3M invested in Fidelity Low Duration Bond Factor ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

30% more funds holding

Funds holding: 2330 (+7)

23% more capital invested

Capital invested by funds: $53.2M → $65.3M (+$12.1M)

1.49% more ownership

Funds ownership: 30.03%31.51% (+1.5%)

Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$22M +$11.8M +231,467 +116%
LPL Financial
2
LPL Financial
California
$12.4M -$828K -16,215 -6%
Bank of America
3
Bank of America
North Carolina
$6.67M +$1.08M +21,142 +19%
NFG
4
Nations Financial Group
Iowa
$4.16M +$1.39M +27,301 +50%
FPGK
5
Financial Partners Group (Kansas)
Kansas
$3.48M -$189K -3,697 -5%
LWA
6
Lineweaver Wealth Advisors
Ohio
$2.71M +$65.2K +1,277 +2%
AWA
7
Arete Wealth Advisors
Illinois
$2.24M +$6.03K +118 +0.3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.79M -$90K -1,762 -5%
BAM
9
Belpointe Asset Management
Nevada
$1.45M +$1.44M +28,301 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.09M +$46K +901 +4%
FTUS
11
Flow Traders U.S.
New York
$1.03M +$1.03M +20,238 New
AWM
12
AE Wealth Management
Kansas
$631K +$298K +5,827 +89%
SS
13
Simplicity Solutions
Minnesota
$631K +$298K +5,827 +89%
SRC
14
Shufro Rose & Co
New York
$603K +$352K +6,900 +141%
ACA
15
Anchor Capital Advisors
Massachusetts
$476K -$15.3K -300 -3%
AIM
16
Alhambra Investment Management
Florida
$441K +$441K +8,630 New
LNC
17
Lincoln National Corp
Pennsylvania
$433K +$230K +4,497 +113%
KAS
18
Kestra Advisory Services
Texas
$427K +$6.54K +128 New
SB
19
Strategic Blueprint
Georgia
$422K +$145K +2,848 +53%
Wells Fargo
20
Wells Fargo
California
$367K +$51 +1 +0%
AAS
21
Avantax Advisory Services
Texas
$336K +$335K +6,562 New
Jane Street
22
Jane Street
New York
$303K -$6.22M -121,833 -95%
KFP
23
KMG Fiduciary Partners
Ohio
$300K +$300K +5,872 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$226K +$226K +4,426 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$211K +$180K +3,526 +588%

FLDR Hedge Fund Activity: Q3 2020 in Review

30 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q3 2020, worth a combined $65.3M — up 23% from $53.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FLDR positions and 2 closed out — a net gain of 7 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was UBS Group, adding an estimated $11.8M. The largest seller was Jane Street, cutting an estimated $6.22M.

  • 30 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q3 2020, up from 23 in Q2 2020.
  • Funds reported $65.3M of Fidelity Low Duration Bond Factor ETF stock for Q3 2020, up 23% quarter-over-quarter.
  • 9 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q3 2020 and 2 closed out, a net change of +7 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q3 2020 was UBS Group, an estimated $11.8M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q3 2020 was Jane Street, an estimated $6.22M sold.

Based on aggregated 13F filings for Q3 2020.