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Fidelity Low Duration Bond Factor ETF
FLDR

Overview Fund Activity

80 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 24 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
80
Holders Change
+17
Holders Change %
+26.98%
% 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
24
Increased
29
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NAS
1
NWF Advisory Services
California
$8.24M
2
AC
2
Anson Capital
Georgia
$7.92M
3
AWM
3
AE Wealth Management
Kansas
$14.8M
4
AIM
4
Archer Investment Management
Texas
$6.86M
5
Wells Fargo
5
Wells Fargo
California
$56M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$234K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.74M
3
UBS Group
3
UBS Group
Switzerland
$8.13M
4
ST
4
Smithfield Trust
Pennsylvania
$0
5
KDA
5
Kraft Davis & Associates
Missouri
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$56M 1,121,876 +128,784 +13%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.6M 332,214 +86,828 +35%
LPL Financial
3
LPL Financial
California
$15.1M 303,315 +71,654 +31%
AWM
4
AE Wealth Management
Kansas
$14.8M 295,931 +141,720 +92%
Bank of America
5
Bank of America
North Carolina
$11.5M 230,525 -8,505 -4%
Morgan Stanley
6
Morgan Stanley
New York
$8.84M 177,104 +26,731 +18%
NAS
7
NWF Advisory Services
California
$8.24M 164,292 +164,292 New
UBS Group
8
UBS Group
Switzerland
$8.13M 162,835 -31,898 -16%
AC
9
Anson Capital
Georgia
$7.92M 158,601 +158,601 New
CPCP
10
Cedar Point Capital Partners
Iowa
$7.52M 150,578 +7,934 +6%
AIM
11
Archer Investment Management
Texas
$6.86M 137,358 +137,358 New
PCIA
12
Prime Capital Investment Advisors
Kansas
$6.32M 126,487 +11,437 +10%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.92M 118,500 +23,725 +25%
RFP
14
RCS Financial Planning
Maryland
$4.87M 97,051 +97,051 New
PD
15
Planning Directions
Pennsylvania
$4.05M 81,161 +1,365 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.89M 77,895 +23,852 +44%
AWA
17
Arete Wealth Advisors
Illinois
$3.45M 69,131 +1,379 +2%
LTL
18
Lowery Thomas LLC
California
$3.27M 65,512 +16,876 +35%
Citadel Advisors
19
Citadel Advisors
Florida
$2.8M 56,026 +43,814 +359%
FS
20
Financially Speaking
Colorado
$2.71M 54,212 +54,212 New
SCA
21
Snowden Capital Advisors
New York
$2.45M 48,800 -100 -0.2%
GLR
22
Great Lakes Retirement
Ohio
$2.36M 46,988 +1,371 +3%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.34M 46,914 +856 +2%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.31M 46,318 +13,640 +42%
KAS
25
Kestra Advisory Services
Texas
$2.02M 40,528 +7,696 +23%
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