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Fidelity Low Duration Bond Factor ETF
FLDR

Overview Fund Activity

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
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
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$11.8M
2
BAM
Belpointe Asset Management
Nevada
+$1.45M
3
NFG
Nations Financial Group
Iowa
+$1.39M
4
Bank of America
Bank of America
North Carolina
+$1.08M
5
FTUS
Flow Traders U.S.
New York
+$1.03M

Top Sellers

1
Jane Street
Jane Street
New York
-$6.21M
2
LPL Financial
LPL Financial
California
-$828K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$792K
4
PFS
Prospera Financial Services
Texas
-$204K
5
FPGK
Financial Partners Group (Kansas)
Kansas
-$189K
Name Holding Trade Value Shares
Change 		Shares
Change %
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
$3.49M -$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 +$1.45M +28,301 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.09M +$46.1K +901 +4%
FTUS
11
Flow Traders U.S.
New York
$1.03M +$1.03M +20,238 New
SS
12
Simplicity Solutions
Minnesota
$631K +$298K +5,827 +89%
AWM
13
AE Wealth Management
Kansas
$631K +$298K +5,827 +89%
SRC
14
Shufro Rose & Co
New York
$603K +$353K +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 +$427K +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 +$336K +6,562 New
Jane Street
22
Jane Street
New York
$303K -$6.21M -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%
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