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Fidelity Low Duration Bond Factor ETF

41 hedge funds and large institutions have $83.2M invested in Fidelity Low Duration Bond Factor ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more funds holding

Funds holding: 3841 (+3)

5% more capital invested

Capital invested by funds: $78.9M → $83.2M (+$4.28M)

2.65% more ownership

Funds ownership: 34.35%37% (+2.7%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$33.8M -$2.25M -44,637 -6%
AWM
2
AE Wealth Management
Kansas
$7.69M +$7.04M +139,487 +1,012%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.45M +$4.39M +86,953 +141%
Bank of America
4
Bank of America
North Carolina
$7.29M -$1.74M -34,431 -19%
TIAM2
5
Tru Independence Asset Management 2
Oregon
$5.17M +$5.2M +103,072 New
Osaic Holdings
6
Osaic Holdings
Arizona
$2.68M +$683K +13,528 +34%
Wells Fargo
7
Wells Fargo
California
$2.43M +$1.48M +29,368 +153%
AWA
8
Arete Wealth Advisors
Illinois
$2M -$8.68K -172 -0.4%
Jane Street
9
Jane Street
New York
$1.57M -$805K -15,958 -34%
AW
10
ACG Wealth
Georgia
$1.41M
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.25M +$918K +18,185 +275%
LPL Financial
12
LPL Financial
California
$1.22M -$316K -6,264 -21%
ASN
13
Advisory Services Network
Georgia
$787K -$85.1K -1,687 -10%
SB
14
Strategic Blueprint
Georgia
$760K -$102K -2,026 -12%
ACA
15
Anchor Capital Advisors
Massachusetts
$744K +$25.2K +500 +3%
Citadel Advisors
16
Citadel Advisors
Florida
$679K -$2.42M -47,931 -78%
Morgan Stanley
17
Morgan Stanley
New York
$674K -$1.39M -27,532 -67%
MSFS
18
Main Street Financial Solutions
Pennsylvania
$504K +$151 +3 +0%
AIM
19
Alhambra Investment Management
Florida
$493K
NMG
20
New Millennium Group
Utah
$414K +$2.27K +45 +0.5%
SC
21
Seldon Capital
California
$405K
RJA
22
Raymond James & Associates
Florida
$381K +$383K +7,600 New
CMS
23
Capital Market Strategies
Florida
$371K
KAS
24
Kestra Advisory Services
Texas
$345K +$347K +6,883 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$325K +$4.04K +80 +1%

FLDR Hedge Fund Activity: Q1 2022 in Review

41 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q1 2022, worth a combined $83.2M — up 5.4% from $78.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FLDR positions and 5 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.04M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.75M sold.

  • 41 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q1 2022, up from 38 in Q4 2021.
  • Funds reported $83.2M of Fidelity Low Duration Bond Factor ETF stock for Q1 2022, up 5.4% quarter-over-quarter.
  • 8 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q1 2022 and 5 closed out, a net change of +3 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q1 2022 was AE Wealth Management, an estimated $7.04M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q1 2022 was Flow Traders U.S., an estimated $4.75M sold.

Based on aggregated 13F filings for Q1 2022.