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Fidelity Low Duration Bond Factor ETF

32 hedge funds and large institutions have $80.5M invested in Fidelity Low Duration Bond Factor ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

3% less funds holding

Funds holding: 3332 (-1)

7.12% less ownership

Funds ownership: 41.3%34.18% (-7.1%)

16% less capital invested

Capital invested by funds: $95.7M → $80.5M (-$15.2M)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$41.7M -$9.77M -191,815 -19%
Bank of America
2
Bank of America
North Carolina
$10.2M -$1.44M -28,307 -12%
Wells Fargo
3
Wells Fargo
California
$5.66M +$4.92M +96,673 +664%
FTUS
4
Flow Traders U.S.
New York
$3.14M +$425K +8,346 +16%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.03M +$431K +8,473 +17%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.06M +$1.08M +21,143 +109%
LPL Financial
7
LPL Financial
California
$1.99M +$467K +9,175 +31%
AWA
8
Arete Wealth Advisors
Illinois
$1.94M +$57.8K +1,136 +3%
Citadel Advisors
9
Citadel Advisors
Florida
$1.68M -$4.03M -79,194 -71%
FPGK
10
Financial Partners Group (Kansas)
Kansas
$1.29M -$365K -7,178 -22%
ASN
11
Advisory Services Network
Georgia
$985K -$194K -3,810 -16%
SB
12
Strategic Blueprint
Georgia
$877K -$320K -6,278 -27%
Jane Street
13
Jane Street
New York
$847K -$6.95M -136,413 -89%
AWM
14
AE Wealth Management
Kansas
$745K -$144K -2,827 -16%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$696K +$697K +13,681 New
ACA
16
Anchor Capital Advisors
Massachusetts
$637K +$20.4K +400 +3%
AIM
17
Alhambra Investment Management
Florida
$627K -$45.8K -900 -7%
KAS
18
Kestra Advisory Services
Texas
$427K -$3.46K -68 -0.8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$313K -$1.83K -36 -0.6%
Lido Advisors
20
Lido Advisors
California
$263K -$10.1K -199 -4%
SRC
21
Shufro Rose & Co
New York
$224K -$20.4K -400 -8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$218K +$218K +4,279 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$198K -$103K -2,024 -34%
Morgan Stanley
24
Morgan Stanley
New York
$194K +$102K +2,000 +110%
BAM
25
Belpointe Asset Management
Nevada
$139K

FLDR Hedge Fund Activity: Q3 2021 in Review

32 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q3 2021, worth a combined $80.5M — down 16% from $95.7M a quarter earlier.

Fund positioning in FLDR was balanced in Q3 2021: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.92M. The largest seller was UBS Group, cutting an estimated $9.77M.

  • 32 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q3 2021, down from 33 in Q2 2021.
  • Funds reported $80.5M of Fidelity Low Duration Bond Factor ETF stock for Q3 2021, down 16% quarter-over-quarter.
  • 4 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q3 2021 and 4 closed out, a net change of 0 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q3 2021 was Wells Fargo, an estimated $4.92M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q3 2021 was UBS Group, an estimated $9.77M sold.

Based on aggregated 13F filings for Q3 2021.