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Fidelity Low Duration Bond Factor ETF

58 hedge funds and large institutions have $169M invested in Fidelity Low Duration Bond Factor ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

25% more capital invested

Capital invested by funds: $135M → $169M (+$34.3M)

7% more funds holding

Funds holding: 5458 (+4)

0.37% more ownership

Funds ownership: 40.83%41.19% (+0.37%)

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
28
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$34.4M +$25.3M +506,494 +278%
Wells Fargo
2
Wells Fargo
California
$21.3M +$7.27M +145,341 +52%
AIA
3
Acute Investment Advisory
Arizona
$12M +$202K +4,049 +2%
UBS Group
4
UBS Group
Switzerland
$11.1M -$3.45M -68,947 -24%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.98M +$1.32M +26,356 +17%
NAS
6
NWF Advisory Services
California
$7.26M +$3.9M +78,010 +116%
AWM
7
AE Wealth Management
Kansas
$6.32M +$636K +12,716 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.26M -$1.74M -34,886 -22%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.95M +$1.1M +22,003 +23%
Mariner
10
Mariner
Kansas
$5.48M +$5.49M +109,739 New
CPCP
11
Cedar Point Capital Partners
Iowa
$4.8M +$136K +2,729 +3%
LPL Financial
12
LPL Financial
California
$4.66M +$338K +6,753 +8%
SAM
13
Secure Asset Management
Michigan
$4.37M +$115K +2,307 +3%
Morgan Stanley
14
Morgan Stanley
New York
$4.11M -$3.72M -74,348 -48%
PD
15
Planning Directions
Pennsylvania
$3.07M +$1.49M +29,758 +94%
KDA
16
Kraft Davis & Associates
Missouri
$2.72M -$2.9M -57,959 -52%
SCA
17
Snowden Capital Advisors
New York
$2.36M +$325K +6,500 +16%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.1M +$452K +9,041 +27%
AWA
19
Arete Wealth Advisors
Illinois
$2.09M +$20.1K +402 +1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.79M +$894K +17,892 +100%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.61M +$1.02M +20,499 +175%
RFG
22
RFP Financial Group
Georgia
$1.5M +$1.5M +30,071 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.26M +$614K +12,280 +95%
KAS
24
Kestra Advisory Services
Texas
$1.22M +$219K +4,375 +22%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.17M -$178K -3,568 -13%

FLDR Hedge Fund Activity: Q1 2024 in Review

58 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q1 2024, worth a combined $169M — up 25% from $135M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FLDR positions and 5 closed out — a net gain of 4 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $25.3M. The largest seller was Jane Street, cutting an estimated $7.82M.

  • 58 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q1 2024, up from 54 in Q4 2023.
  • Funds reported $169M of Fidelity Low Duration Bond Factor ETF stock for Q1 2024, up 25% quarter-over-quarter.
  • 9 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q1 2024 and 5 closed out, a net change of +4 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q1 2024 was Bank of America, an estimated $25.3M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q1 2024 was Jane Street, an estimated $7.82M sold.

Based on aggregated 13F filings for Q1 2024.