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Fidelity Low Duration Bond Factor ETF

99 hedge funds and large institutions have $333M invested in Fidelity Low Duration Bond Factor ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

88% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 24

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more capital invested

Capital invested by funds: $268M → $333M (+$65.2M)

18% more funds holding

Funds holding: 8499 (+15)

0.62% more ownership

Funds ownership: 35.08%35.7% (+0.62%)

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
1.3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
19
Increased
45
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$46.3M -$11.7M -233,278 -20%
Raymond James Financial
2
Raymond James Financial
Florida
$28.9M +$27.8M +555,788 +2,487%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$28.5M +$4.96M +99,195 +21%
LPL Financial
4
LPL Financial
California
$21.9M +$1.98M +39,668 +10%
AWM
5
AE Wealth Management
Kansas
$15.8M -$362K -7,244 -2%
Morgan Stanley
6
Morgan Stanley
New York
$12.8M +$3.76M +75,260 +42%
Bank of America
7
Bank of America
North Carolina
$12.7M +$884K +17,670 +7%
Jane Street
8
Jane Street
New York
$9.71M +$7.76M +155,224 +400%
FS
9
Financially Speaking
Colorado
$9.28M +$6.94M +138,666 +297%
KAS
10
Kestra Advisory Services
Texas
$8.81M +$2.19M +43,751 +33%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.32M +$2.85M +56,959 +52%
HA
12
Huntleigh Advisors
Missouri
$8.31M +$8.31M +166,044 New
UBS Group
13
UBS Group
Switzerland
$8.27M -$382K -7,639 -4%
MML Investors Services
14
MML Investors Services
Massachusetts
$7.2M +$3.39M +67,776 +89%
PCIA
15
Prime Capital Investment Advisors
Kansas
$6.48M -$1.48M -29,583 -19%
FIA
16
Foundations Investment Advisors
Arizona
$6.15M +$594K +11,879 +11%
CPCP
17
Cedar Point Capital Partners
Iowa
$5.87M -$1.69M -33,724 -22%
PD
18
Planning Directions
Pennsylvania
$5.76M +$789K +15,781 +16%
RFP
19
RCS Financial Planning
Maryland
$5.03M -$7.6K -152 -0.2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.75M +$318K +6,359 +7%
AWA
21
Arete Wealth Advisors
Illinois
$4.64M +$777K +15,530 +20%
NAS
22
NWF Advisory Services
California
$4.08M -$129K -2,582 -3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.86M +$1.79M +35,884 +87%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.6M -$68.4K -1,367 -2%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.54M +$746K +14,923 +27%

FLDR Hedge Fund Activity: Q2 2025 in Review

99 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q2 2025, worth a combined $333M — up 24% from $268M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FLDR positions and 4 closed out — a net gain of 15 holders — while 45 added to existing stakes and 24 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $27.8M. The largest seller was Wells Fargo, cutting an estimated $11.7M.

  • 99 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q2 2025, up from 84 in Q1 2025.
  • Funds reported $333M of Fidelity Low Duration Bond Factor ETF stock for Q2 2025, up 24% quarter-over-quarter.
  • 19 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q2 2025 and 4 closed out, a net change of +15 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q2 2025 was Raymond James Financial, an estimated $27.8M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q2 2025 was Wells Fargo, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2025.