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Fidelity Low Duration Bond Factor ETF

81 hedge funds and large institutions have $236M invested in Fidelity Low Duration Bond Factor ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

29% more capital invested

Capital invested by funds: $184M → $236M (+$52.4M)

25% more funds holding

Funds holding: 6581 (+16)

3% more ownership

Funds ownership: 32.78%35.78% (+3%)

Holders
81
Holders Change
+16
Holders Change %
+24.62%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
23
Increased
30
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$56M +$6.45M +128,784 +13%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.6M +$4.35M +86,828 +35%
LPL Financial
3
LPL Financial
California
$15.1M +$3.59M +71,654 +31%
AWM
4
AE Wealth Management
Kansas
$14.8M +$7.1M +141,720 +92%
Bank of America
5
Bank of America
North Carolina
$11.5M -$426K -8,505 -4%
Morgan Stanley
6
Morgan Stanley
New York
$8.84M +$1.34M +26,731 +18%
NAS
7
NWF Advisory Services
California
$8.24M +$619K +12,351 +8%
UBS Group
8
UBS Group
Switzerland
$8.13M -$1.6M -31,898 -16%
AC
9
Anson Capital
Georgia
$7.92M +$7.95M +158,601 New
CPCP
10
Cedar Point Capital Partners
Iowa
$7.52M +$398K +7,934 +6%
AIM
11
Archer Investment Management
Texas
$6.86M +$6.88M +137,358 New
PCIA
12
Prime Capital Investment Advisors
Kansas
$6.32M +$573K +11,437 +10%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.92M +$1.19M +23,725 +25%
RFP
14
RCS Financial Planning
Maryland
$4.87M +$4.86M +97,051 New
PD
15
Planning Directions
Pennsylvania
$4.05M +$68.4K +1,365 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.89M +$1.2M +23,852 +44%
AWA
17
Arete Wealth Advisors
Illinois
$3.45M +$69.1K +1,379 +2%
LTL
18
Lowery Thomas LLC
California
$3.27M +$846K +16,876 +35%
Citadel Advisors
19
Citadel Advisors
Florida
$2.8M +$2.2M +43,814 +359%
FS
20
Financially Speaking
Colorado
$2.71M +$2.72M +54,212 New
SCA
21
Snowden Capital Advisors
New York
$2.45M -$5.01K -100 -0.2%
GLR
22
Great Lakes Retirement
Ohio
$2.36M +$68.7K +1,371 +3%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.34M +$42.9K +856 +2%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.31M +$684K +13,640 +42%
KAS
25
Kestra Advisory Services
Texas
$2.02M +$386K +7,696 +23%

FLDR Hedge Fund Activity: Q4 2024 in Review

81 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q4 2024, worth a combined $236M — up 29% from $184M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FLDR positions and 5 closed out — a net gain of 18 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Anson Capital, opening a new position worth an estimated $7.95M. The largest seller was Susquehanna International Group, cutting an estimated $2.23M.

  • 81 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q4 2024, up from 65 in Q3 2024.
  • Funds reported $236M of Fidelity Low Duration Bond Factor ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 23 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q4 2024 and 5 closed out, a net change of +18 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q4 2024 was Anson Capital, an estimated $7.95M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q4 2024 was Susquehanna International Group, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2024.