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Fidelity Low Duration Bond Factor ETF

35 hedge funds and large institutions have $86.6M invested in Fidelity Low Duration Bond Factor ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$34.2M +$12.2M +238,845 +55%
LPL Financial
2
LPL Financial
California
$9.88M -$2.52M -49,455 -20%
Bank of America
3
Bank of America
North Carolina
$9.29M +$2.62M +51,411 +39%
Jane Street
4
Jane Street
New York
$8.3M +$8M +156,757 +2,639%
NFG
5
Nations Financial Group
Iowa
$4.46M +$303K +5,946 +7%
FPGK
6
Financial Partners Group (Kansas)
Kansas
$3.1M -$382K -7,482 -11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.52M +$732K +14,348 +41%
AWA
8
Arete Wealth Advisors
Illinois
$2.21M -$31.7K -621 -1%
BAM
9
Belpointe Asset Management
Nevada
$1.63M +$188K +3,687 +13%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.26M +$177K +3,469 +16%
Citadel Advisors
11
Citadel Advisors
Florida
$1.13M +$1.13M +22,137 New
Wells Fargo
12
Wells Fargo
California
$914K +$548K +10,731 +149%
AWM
13
AE Wealth Management
Kansas
$738K +$107K +2,094 +17%
AIM
14
Alhambra Investment Management
Florida
$689K +$248K +4,860 +56%
SS
15
Simplicity Solutions
Minnesota
$682K +$51.6K +1,012 +8%
SRC
16
Shufro Rose & Co
New York
$653K +$51K +1,000 +8%
LNC
17
Lincoln National Corp
Pennsylvania
$561K +$128K +2,504 +30%
SB
18
Strategic Blueprint
Georgia
$504K +$82.1K +1,608 +19%
KAS
19
Kestra Advisory Services
Texas
$435K +$428K +8,400 +6,563%
ACA
20
Anchor Capital Advisors
Massachusetts
$409K -$66.3K -1,300 -14%
KFP
21
KMG Fiduciary Partners
Ohio
$401K +$101K +1,977 +34%
LWA
22
Lineweaver Wealth Advisors
Ohio
$378K -$2.33M -45,636 -86%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$326K +$100K +1,963 +44%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$323K +$112K +2,200 +53%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$303K +$303K +5,940 New