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Fidelity Low Duration Bond Factor ETF

33 hedge funds and large institutions have $95.7M invested in Fidelity Low Duration Bond Factor ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

11% more capital invested

Capital invested by funds: $86.2M → $95.7M (+$9.49M)

4.57% more ownership

Funds ownership: 36.73%41.3% (+4.6%)

8% less funds holding

Funds holding: 3633 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$51.5M +$7.21M +141,899 +16%
Bank of America
2
Bank of America
North Carolina
$11.6M +$3.61M +71,062 +45%
Jane Street
3
Jane Street
New York
$7.78M +$6.4M +126,080 +467%
Citadel Advisors
4
Citadel Advisors
Florida
$5.7M +$647K +12,736 +13%
FTUS
5
Flow Traders U.S.
New York
$2.71M +$2.71M +53,434 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.6M +$93.5K +1,841 +4%
FPGK
7
Financial Partners Group (Kansas)
Kansas
$1.65M -$1.14M -22,394 -41%
LPL Financial
8
LPL Financial
California
$1.52M -$2.15M -42,422 -59%
SB
9
Strategic Blueprint
Georgia
$1.2M +$520K +10,248 +77%
ASN
10
Advisory Services Network
Georgia
$1.18M
NFG
11
Nations Financial Group
Iowa
$1.08M -$2.37M -46,748 -69%
Osaic Holdings
12
Osaic Holdings
Arizona
$986K -$230K -4,521 -19%
AWM
13
AE Wealth Management
Kansas
$888K +$42.3K +832 +5%
Wells Fargo
14
Wells Fargo
California
$740K -$894K -17,606 -55%
AIM
15
Alhambra Investment Management
Florida
$673K
ACA
16
Anchor Capital Advisors
Massachusetts
$617K +$9.9K +195 +2%
LNC
17
Lincoln National Corp
Pennsylvania
$462K +$254 +5 +0.1%
KAS
18
Kestra Advisory Services
Texas
$431K +$15.4K +303 +4%
LWA
19
Lineweaver Wealth Advisors
Ohio
$357K +$406 +8 +0.1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$315K -$1.17K -23 -0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$301K -$75.7K -1,490 -20%
EWM
22
Elmwood Wealth Management
California
$292K
Lido Advisors
23
Lido Advisors
California
$273K -$7.11K -140 -3%
SRC
24
Shufro Rose & Co
New York
$244K -$203K -4,000 -45%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$236K +$9.65K +190 +4%

FLDR Hedge Fund Activity: Q2 2021 in Review

33 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q2 2021, worth a combined $95.7M — up 11% from $86.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FLDR and 3 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was UBS Group, adding an estimated $7.21M. The largest seller was Nations Financial Group, cutting an estimated $2.37M.

  • 33 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q2 2021, down from 36 in Q1 2021.
  • Funds reported $95.7M of Fidelity Low Duration Bond Factor ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 3 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q2 2021 and 6 closed out, a net change of -3 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q2 2021 was UBS Group, an estimated $7.21M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q2 2021 was Nations Financial Group, an estimated $2.37M sold.

Based on aggregated 13F filings for Q2 2021.