We are live on ! Find out more
FLDR icon

Fidelity Low Duration Bond Factor ETF

36 hedge funds and large institutions have $86.2M invested in Fidelity Low Duration Bond Factor ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more funds holding

Funds holding: 3536 (+1)

1.37% more ownership

Funds ownership: 35.36%36.73% (+1.4%)

0% less capital invested

Capital invested by funds: $86.6M → $86.2M (-$384K)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$44.2M +$10.2M +200,658 +30%
Bank of America
2
Bank of America
North Carolina
$8.01M -$1.22M -23,979 -13%
Citadel Advisors
3
Citadel Advisors
Florida
$5.05M +$3.94M +77,384 +350%
LPL Financial
4
LPL Financial
California
$3.67M -$6.16M -121,113 -63%
NFG
5
Nations Financial Group
Iowa
$3.45M -$985K -19,358 -22%
FPGK
6
Financial Partners Group (Kansas)
Kansas
$2.78M -$298K -5,859 -10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.5M +$1.53K +30 +0.1%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.71M +$1.71M +33,650 New
Wells Fargo
9
Wells Fargo
California
$1.63M +$726K +14,260 +80%
BAM
10
Belpointe Asset Management
Nevada
$1.62M
Jane Street
11
Jane Street
New York
$1.37M -$6.91M -135,703 -83%
AWA
12
Arete Wealth Advisors
Illinois
$1.36M -$838K -16,456 -38%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.21M -$41.1K -808 -3%
ASN
14
Advisory Services Network
Georgia
$1.18M +$1.06M +20,921 +927%
AWM
15
AE Wealth Management
Kansas
$844K +$112K +2,192 +15%
SB
16
Strategic Blueprint
Georgia
$673K +$173K +3,409 +35%
AIM
17
Alhambra Investment Management
Florida
$671K -$12.7K -250 -2%
ACA
18
Anchor Capital Advisors
Massachusetts
$605K +$200K +3,920 +49%
LNC
19
Lincoln National Corp
Pennsylvania
$460K -$97.1K -1,907 -17%
SRC
20
Shufro Rose & Co
New York
$446K -$204K -4,000 -31%
KAS
21
Kestra Advisory Services
Texas
$414K -$18.2K -358 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$376K +$55.1K +1,083 +17%
LWA
23
Lineweaver Wealth Advisors
Ohio
$356K -$19.9K -391 -5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$315K -$8.55K -168 -3%
EWM
25
Elmwood Wealth Management
California
$292K +$293K +5,754 New

FLDR Hedge Fund Activity: Q1 2021 in Review

36 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q1 2021, worth a combined $86.2M — down 0.44% from $86.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLDR positions and 6 closed out — a net gain of 1 holder — while 10 added to existing stakes and 16 trimmed.

The largest buyer was UBS Group, adding an estimated $10.2M. The largest seller was Jane Street, cutting an estimated $6.91M.

  • 36 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q1 2021, up from 35 in Q4 2020.
  • Funds reported $86.2M of Fidelity Low Duration Bond Factor ETF stock for Q1 2021, down 0.44% quarter-over-quarter.
  • 7 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q1 2021 and 6 closed out, a net change of +1 holder.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q1 2021 was UBS Group, an estimated $10.2M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q1 2021 was Jane Street, an estimated $6.91M sold.

Based on aggregated 13F filings for Q1 2021.