Fidelity Low Duration Bond Factor ETF
FLDR
43 hedge funds and large institutions have $93.2M invested in Fidelity Low Duration Bond Factor ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
12% more capital invested
Capital invested by funds: $83.2M → $93.2M (+$10.1M)
5% more funds holding
Funds holding: 41 → 43 (+2)
3.89% more ownership
Funds ownership: 37% → 40.89% (+3.9%)
60% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$11.7M |
| 2 |
LWP
Lumature Wealth Partners
Alpharetta,
Georgia
|
+$8.88M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.55M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.14M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$686K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.96M |
| 2 |
TIAM2
Tru Independence Asset Management 2
Portland,
Oregon
|
-$5.17M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.1M |
| 4 |
Jane Street
New York
|
-$909K |
| 5 |
NMG
New Millennium Group
Sandy,
Utah
|
-$230K |
FLDR Hedge Fund Activity: Q2 2022 in Review
43 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q2 2022, worth a combined $93.2M — up 12% from $83.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FLDR positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 20 trimmed.
The largest buyer was Creative Financial Designs, opening a new position worth an estimated $11.7M. The largest seller was AE Wealth Management, cutting an estimated $6.96M.
- 43 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q2 2022, up from 41 in Q1 2022.
- Funds reported $93.2M of Fidelity Low Duration Bond Factor ETF stock for Q2 2022, up 12% quarter-over-quarter.
- 6 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q2 2022 and 4 closed out, a net change of +2 holders.
- The largest Fidelity Low Duration Bond Factor ETF buyer in Q2 2022 was Creative Financial Designs, an estimated $11.7M added.
- The largest Fidelity Low Duration Bond Factor ETF seller in Q2 2022 was AE Wealth Management, an estimated $6.96M sold.
Based on aggregated 13F filings for Q2 2022.