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Fidelity Low Duration Bond Factor ETF

38 hedge funds and large institutions have $78.9M invested in Fidelity Low Duration Bond Factor ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

19% more funds holding

Funds holding: 3238 (+6)

0.17% more ownership

Funds ownership: 34.18%34.35% (+0.17%)

2% less capital invested

Capital invested by funds: $80.5M → $78.9M (-$1.61M)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
10
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$36.5M -$5.16M -101,557 -12%
Bank of America
2
Bank of America
North Carolina
$9.11M -$1.07M -21,041 -10%
FTUS
3
Flow Traders U.S.
New York
$4.75M +$1.62M +31,954 +52%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.12M +$97.1K +1,912 +3%
Citadel Advisors
5
Citadel Advisors
Florida
$3.12M +$1.44M +28,394 +86%
Jane Street
6
Jane Street
New York
$2.4M +$1.56M +30,700 +184%
Morgan Stanley
7
Morgan Stanley
New York
$2.08M +$1.89M +37,156 +975%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.03M -$22.8K -450 -1%
AWA
9
Arete Wealth Advisors
Illinois
$2.03M +$99.8K +1,967 +5%
LPL Financial
10
LPL Financial
California
$1.55M -$439K -8,654 -22%
AW
11
ACG Wealth
Georgia
$1.43M +$1.43M +28,140 New
WP
12
WealthSource Partners
California
$1.06M +$1.06M +20,886 New
Wells Fargo
13
Wells Fargo
California
$971K -$4.67M -92,086 -83%
FFS
14
Founders Financial Securities
Maryland
$940K +$942K +18,553 New
ASN
15
Advisory Services Network
Georgia
$881K -$101K -1,995 -10%
SB
16
Strategic Blueprint
Georgia
$871K -$3.35K -66 -0.4%
ACA
17
Anchor Capital Advisors
Massachusetts
$727K +$91.6K +1,805 +14%
AWM
18
AE Wealth Management
Kansas
$699K -$43.8K -862 -6%
MSFS
19
Main Street Financial Solutions
Pennsylvania
$510K +$510K +10,052 New
AIM
20
Alhambra Investment Management
Florida
$498K -$127K -2,510 -20%
NMG
21
New Millennium Group
Utah
$416K +$417K +8,210 New
SC
22
Seldon Capital
California
$409K +$410K +8,075 New
CMS
23
Capital Market Strategies
Florida
$375K +$375K +7,395 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$336K -$358K -7,057 -52%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$324K +$11.6K +228 +4%

FLDR Hedge Fund Activity: Q4 2021 in Review

38 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q4 2021, worth a combined $78.9M — down 2% from $80.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FLDR positions and 4 closed out — a net gain of 6 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.89M. The largest seller was UBS Group, cutting an estimated $5.16M.

  • 38 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q4 2021, up from 32 in Q3 2021.
  • Funds reported $78.9M of Fidelity Low Duration Bond Factor ETF stock for Q4 2021, down 2% quarter-over-quarter.
  • 10 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q4 2021 and 4 closed out, a net change of +6 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q4 2021 was Morgan Stanley, an estimated $1.89M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q4 2021 was UBS Group, an estimated $5.16M sold.

Based on aggregated 13F filings for Q4 2021.