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Fidelity Low Duration Bond Factor ETF

84 hedge funds and large institutions have $268M invested in Fidelity Low Duration Bond Factor ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 11

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

14% more capital invested

Capital invested by funds: $236M → $268M (+$32.3M)

4% more funds holding

Funds holding: 8184 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.7% less ownership

Funds ownership: 35.78%35.08% (-0.7%)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.13%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
47
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$58M +$1.81M +36,065 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$23.6M +$6.9M +137,749 +41%
LPL Financial
3
LPL Financial
California
$19.9M +$4.71M +94,120 +31%
AWM
4
AE Wealth Management
Kansas
$16.2M +$1.34M +26,733 +9%
Bank of America
5
Bank of America
North Carolina
$11.9M +$321K +6,404 +3%
Morgan Stanley
6
Morgan Stanley
New York
$9.06M +$181K +3,621 +2%
UBS Group
7
UBS Group
Switzerland
$8.66M +$497K +9,914 +6%
PCIA
8
Prime Capital Investment Advisors
Kansas
$7.97M +$1.63M +32,608 +26%
CPCP
9
Cedar Point Capital Partners
Iowa
$7.56M +$16.9K +338 +0.2%
AIM
10
Archer Investment Management
Texas
$7.42M +$531K +10,598 +8%
KAS
11
Kestra Advisory Services
Texas
$6.63M +$4.59M +91,661 +226%
AC
12
Avestar Capital
New York
$6.42M +$6.41M +128,054 New
FIA
13
Foundations Investment Advisors
Arizona
$5.56M +$4.12M +82,300 +287%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.47M -$470K -9,378 -8%
RFP
15
RCS Financial Planning
Maryland
$5.04M +$154K +3,075 +3%
PD
16
Planning Directions
Pennsylvania
$4.98M +$909K +18,136 +22%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.44M +$2.8M +55,851 +170%
NAS
18
NWF Advisory Services
California
$4.22M -$4.02M -80,183 -49%
AWA
19
Arete Wealth Advisors
Illinois
$3.87M +$405K +8,093 +12%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.81M +$1.49M +29,783 +64%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.67M -$234K -4,666 -6%
LTL
22
Lowery Thomas LLC
California
$3.29M +$1.75K +35 +0.1%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.8M +$445K +8,876 +19%
SCA
24
Snowden Capital Advisors
New York
$2.63M +$170K +3,400 +7%
LWM
25
Lakeridge Wealth Management
Ohio
$2.41M +$929K +18,536 +63%

FLDR Hedge Fund Activity: Q1 2025 in Review

84 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q1 2025, worth a combined $268M — up 14% from $236M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FLDR positions and 9 closed out — a net gain of 4 holders — while 47 added to existing stakes and 11 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $6.9M. The largest seller was Anson Capital, cutting an estimated $6.94M.

  • 84 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q1 2025, up from 81 in Q4 2024.
  • Funds reported $268M of Fidelity Low Duration Bond Factor ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 13 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q1 2025 and 9 closed out, a net change of +4 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q1 2025 was Commonwealth Equity Services, an estimated $6.9M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q1 2025 was Anson Capital, an estimated $6.94M sold.

Based on aggregated 13F filings for Q1 2025.