Fidelity Low Duration Bond Factor ETF
FLDR
40 hedge funds and large institutions have $77.7M invested in Fidelity Low Duration Bond Factor ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 6 closing their positions.
3.03% less ownership
Funds ownership: 40.89% → 37.86% (-3%)
7% less funds holding
Funds holding: 43 → 40 (-3)
17% less capital invested
Capital invested by funds: $93.2M → $77.7M (-$15.6M)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.45M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.43M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$680K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$614K |
| 5 |
Morgan Stanley
New York
|
+$572K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$11.7M |
| 2 |
LWP
Lumature Wealth Partners
Alpharetta,
Georgia
|
-$7.96M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.67M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.22M |
| 5 |
LPL Financial
San Diego,
California
|
-$580K |
FLDR Hedge Fund Activity: Q3 2022 in Review
40 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q3 2022, worth a combined $77.7M — down 17% from $93.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FLDR and 3 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 13 added.
The largest buyer was AE Wealth Management, adding an estimated $4.45M. The largest seller was Creative Financial Designs, exiting entirely with an estimated $11.7M sold.
- 40 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q3 2022, down from 43 in Q2 2022.
- Funds reported $77.7M of Fidelity Low Duration Bond Factor ETF stock for Q3 2022, down 17% quarter-over-quarter.
- 3 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q3 2022 and 6 closed out, a net change of -3 holders.
- The largest Fidelity Low Duration Bond Factor ETF buyer in Q3 2022 was AE Wealth Management, an estimated $4.45M added.
- The largest Fidelity Low Duration Bond Factor ETF seller in Q3 2022 was Creative Financial Designs, an estimated $11.7M sold.
Based on aggregated 13F filings for Q3 2022.