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Fidelity Low Duration Bond Factor ETF

46 hedge funds and large institutions have $89.8M invested in Fidelity Low Duration Bond Factor ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

34% more capital invested

Capital invested by funds: $66.9M → $89.8M (+$22.9M)

7% more funds holding

Funds holding: 4346 (+3)

6.07% more ownership

Funds ownership: 35.87%41.94% (+6.1%)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$26.1M -$1.98M -39,818 -7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.8M +$858K +17,215 +11%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.98M +$1.93M +38,682 +38%
Bank of America
4
Bank of America
North Carolina
$6.91M -$738K -14,814 -10%
KDA
5
Kraft Davis & Associates
Missouri
$6.6M +$6.61M +132,642 New
Wells Fargo
6
Wells Fargo
California
$4.58M +$538K +10,799 +13%
AWM
7
AE Wealth Management
Kansas
$4.5M +$719K +14,421 +19%
SAM
8
Secure Asset Management
Michigan
$4.21M +$1.67M +33,577 +66%
Jane Street
9
Jane Street
New York
$2.93M +$2.7M +54,236 +1,171%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.84M +$2.31M +46,366 +433%
Morgan Stanley
11
Morgan Stanley
New York
$2.42M +$49.5K +994 +2%
LPL Financial
12
LPL Financial
California
$2.16M +$259K +5,189 +14%
AWA
13
Arete Wealth Advisors
Illinois
$2.12M -$12K -241 -0.6%
GCA
14
Genesee Capital Advisors
New York
$714K +$715K +14,339 New
ASN
15
Advisory Services Network
Georgia
$707K -$188K -3,776 -21%
SWM
16
Seed Wealth Management
Illinois
$647K
RJFSA
17
Raymond James Financial Services Advisors
Florida
$493K -$147K -2,959 -23%
MSFS
18
Main Street Financial Solutions
Pennsylvania
$428K +$449 +9 +0.1%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$419K -$631K -12,663 -60%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$396K +$49.8K +1,000 +14%
Stifel Financial
21
Stifel Financial
Missouri
$387K +$9.02K +181 +2%
AWM
22
Axxcess Wealth Management
California
$372K +$63.4K +1,272 +21%
CMS
23
Capital Market Strategies
Florida
$368K +$369K +7,395 New
KA
24
Kovack Advisors
Florida
$358K +$4.54K +91 +1%
ACA
25
Anchor Capital Advisors
Massachusetts
$305K

FLDR Hedge Fund Activity: Q2 2023 in Review

46 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q2 2023, worth a combined $89.8M — up 34% from $66.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLDR positions and 4 closed out — a net gain of 3 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $2.7M. The largest seller was UBS Group, cutting an estimated $1.98M.

  • 46 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q2 2023, up from 43 in Q1 2023.
  • Funds reported $89.8M of Fidelity Low Duration Bond Factor ETF stock for Q2 2023, up 34% quarter-over-quarter.
  • 7 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q2 2023 and 4 closed out, a net change of +3 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q2 2023 was Jane Street, an estimated $2.7M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q2 2023 was UBS Group, an estimated $1.98M sold.

Based on aggregated 13F filings for Q2 2023.