Fidelity Low Duration Bond Factor ETF
FLDR
44 hedge funds and large institutions have $74.8M invested in Fidelity Low Duration Bond Factor ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 7 closing their positions.
5.6% less ownership
Funds ownership: 41.47% → 35.87% (-5.6%)
8% less funds holding
Funds holding: 48 → 44 (-4)
10% less capital invested
Capital invested by funds: $82.8M → $74.8M (-$7.97M)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.28M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.04M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$951K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$443K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$365K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.75M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.29M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$649K |
| 4 |
Morgan Stanley
New York
|
-$400K |
| 5 |
SC
Seldon Capital
San Francisco,
California
|
-$400K |
FLDR Hedge Fund Activity: Q1 2023 in Review
44 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q1 2023, worth a combined $74.8M — down 9.6% from $82.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FLDR and 5 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 16 added.
The largest buyer was Wells Fargo, adding an estimated $1.28M. The largest seller was UBS Group, cutting an estimated $2.75M.
- 44 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q1 2023, down from 48 in Q4 2022.
- Funds reported $74.8M of Fidelity Low Duration Bond Factor ETF stock for Q1 2023, down 9.6% quarter-over-quarter.
- 5 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q1 2023 and 7 closed out, a net change of -2 holders.
- The largest Fidelity Low Duration Bond Factor ETF buyer in Q1 2023 was Wells Fargo, an estimated $1.28M added.
- The largest Fidelity Low Duration Bond Factor ETF seller in Q1 2023 was UBS Group, an estimated $2.75M sold.
Based on aggregated 13F filings for Q1 2023.