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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

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

33% more capital invested

Capital invested by funds: $65.3M → $86.6M (+$21.3M)

17% more funds holding

Funds holding: 3035 (+5)

3.84% more ownership

Funds ownership: 31.51%35.36% (+3.8%)

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
Change in
Stake
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 +$429K +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

FLDR Hedge Fund Activity: Q4 2020 in Review

35 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q4 2020, worth a combined $86.6M — up 33% from $65.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLDR positions and 1 closed out — a net gain of 6 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was UBS Group, adding an estimated $12.2M. The largest seller was LPL Financial, cutting an estimated $2.52M.

  • 35 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q4 2020, up from 30 in Q3 2020.
  • Funds reported $86.6M of Fidelity Low Duration Bond Factor ETF stock for Q4 2020, up 33% quarter-over-quarter.
  • 7 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q4 2020 and 1 closed out, a net change of +6 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q4 2020 was UBS Group, an estimated $12.2M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q4 2020 was LPL Financial, an estimated $2.52M sold.

Based on aggregated 13F filings for Q4 2020.