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Fidelity Low Duration Bond Factor ETF

47 hedge funds and large institutions have $2.19B invested in Fidelity Low Duration Bond Factor ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,723% more capital invested

Capital invested by funds: $77.7M → $2.19B (+$2.11B)

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

18% more funds holding

Funds holding: 4047 (+7)

3.61% more ownership

Funds ownership: 37.86%41.47% (+3.6%)

56% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 18

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
8
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$2.11B -$45.3K -916 -2%
UBS Group
2
UBS Group
Switzerland
$30.6M -$2.04M -41,385 -6%
Bank of America
3
Bank of America
North Carolina
$8.24M -$1.05M -21,299 -11%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.95M -$2.24M -45,414 -24%
KDA
5
Kraft Davis & Associates
Missouri
$6.31M +$6.25M +126,488 New
AWM
6
AE Wealth Management
Kansas
$5.05M -$68.3K -1,383 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.65M +$190K +3,848 +4%
Morgan Stanley
8
Morgan Stanley
New York
$2.76M +$1.32M +26,718 +92%
Wells Fargo
9
Wells Fargo
California
$2.75M +$1.53M +30,993 +126%
SAM
10
Secure Asset Management
Michigan
$2.28M +$2.28M +46,061 New
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$1.06M +$1.06M +21,415 New
ASN
12
Advisory Services Network
Georgia
$937K +$230K +4,659 +33%
LPL Financial
13
LPL Financial
California
$851K +$290K +5,875 +52%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$785K +$298K +6,030 +61%
SWM
15
Seed Wealth Management
Illinois
$643K +$642K +13,000 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$464K -$4.99K -101 -1%
MSFS
17
Main Street Financial Solutions
Pennsylvania
$424K -$73.7K -1,492 -15%
Jane Street
18
Jane Street
New York
$410K -$725K -14,678 -64%
SC
19
Seldon Capital
California
$400K
LWP
20
Lumature Wealth Partners
Georgia
$390K -$487K -9,862 -56%
Stifel Financial
21
Stifel Financial
Missouri
$384K +$384K +7,766 New
CMS
22
Capital Market Strategies
Florida
$366K
SB
23
Strategic Blueprint
Georgia
$336K -$243K -4,918 -42%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$326K +$326K +6,595 New
AWM
25
Axxcess Wealth Management
California
$317K +$115K +2,318 +57%

FLDR Hedge Fund Activity: Q4 2022 in Review

47 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q4 2022, worth a combined $2.19B — up 2,723% from $77.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FLDR positions and 5 closed out — a net gain of 8 holders — while 8 added to existing stakes and 18 trimmed.

The largest buyer was Secure Asset Management, opening a new position worth an estimated $2.28M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.24M.

  • 47 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q4 2022, up from 40 in Q3 2022.
  • Funds reported $2.19B of Fidelity Low Duration Bond Factor ETF stock for Q4 2022, up 2,723% quarter-over-quarter.
  • 13 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q4 2022 and 5 closed out, a net change of +8 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q4 2022 was Secure Asset Management, an estimated $2.28M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q4 2022 was Commonwealth Equity Services, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2022.