FLDR icon

Fidelity Low Duration Bond Factor ETF

43 hedge funds and large institutions have $66.9M 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.

Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$28M 563,101 -55,225 -9%
Bank of America
2
Bank of America
North Carolina
$7.62M 153,559 -13,045 -8%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.03M 101,316 +7,330 +8%
Wells Fargo
4
Wells Fargo
California
$4.03M 81,135 +25,613 +46%
AWM
5
AE Wealth Management
Kansas
$3.77M 75,982 -25,981 -25%
SAM
6
Secure Asset Management
Michigan
$2.53M 50,984 +4,923 +11%
Morgan Stanley
7
Morgan Stanley
New York
$2.37M 47,677 -8,035 -14%
AWA
8
Arete Wealth Advisors
Illinois
$2.12M 42,769 +101 +0.2%
LPL Financial
9
LPL Financial
California
$1.89M 38,100 +20,902 +122%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$1.05M 21,078 -337 -2%
ASN
11
Advisory Services Network
Georgia
$892K 17,964 -975 -5%
SWM
12
Seed Wealth Management
Illinois
$645K 13,000
RJFSA
13
Raymond James Financial Services Advisors
Florida
$638K 12,851 -3,016 -19%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$532K 10,708 +1,334 +14%
Citadel Advisors
15
Citadel Advisors
Florida
$442K 8,904 +8,904 New
MSFS
16
Main Street Financial Solutions
Pennsylvania
$426K 8,587 +9 +0.1%
Stifel Financial
17
Stifel Financial
Missouri
$377K 7,585 -181 -2%
KA
18
Kovack Advisors
Florida
$352K 7,088 +1,731 +32%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$345K 6,947 +352 +5%
AWM
20
Axxcess Wealth Management
California
$308K 6,196 -204 -3%
SB
21
Strategic Blueprint
Georgia
$305K 6,152 -631 -9%
ACA
22
Anchor Capital Advisors
Massachusetts
$304K 6,115 -70 -1%
KAS
23
Kestra Advisory Services
Texas
$301K 6,064 +37 +0.6%
EWM
24
Elmwood Wealth Management
California
$286K 5,754
AIM
25
Alhambra Investment Management
Florida
$260K 5,230 -250 -5%