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Fidelity Low Duration Bond Factor ETF

108 hedge funds and large institutions have $375M invested in Fidelity Low Duration Bond Factor ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

12% more capital invested

Capital invested by funds: $333M → $375M (+$41.5M)

9% more funds holding

Funds holding: 99108 (+9)

0.9% more ownership

Funds ownership: 35.7%36.6% (+0.9%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
108
Holders Change
+9
Holders Change %
+9.09%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
21
Increased
50
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$49.9M +$3.51M +69,943 +8%
Raymond James Financial
2
Raymond James Financial
Florida
$31M +$1.99M +39,542 +7%
LPL Financial
3
LPL Financial
California
$23.8M +$1.86M +37,111 +8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$22M -$6.57M -130,848 -23%
Morgan Stanley
5
Morgan Stanley
New York
$18.3M +$5.47M +108,881 +43%
AWM
6
AE Wealth Management
Kansas
$17.1M +$1.24M +24,634 +8%
Bank of America
7
Bank of America
North Carolina
$15.3M +$2.48M +49,397 +19%
MML Investors Services
8
MML Investors Services
Massachusetts
$15.1M +$7.84M +156,225 +109%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$11.8M +$7.96M +158,558 +206%
KAS
10
Kestra Advisory Services
Texas
$9.83M +$1M +19,964 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.41M +$1.07M +21,316 +13%
UBS Group
12
UBS Group
Switzerland
$8.67M +$380K +7,566 +5%
FIA
13
Foundations Investment Advisors
Arizona
$7.32M +$1.15M +22,927 +19%
PCIA
14
Prime Capital Investment Advisors
Kansas
$7.02M +$520K +10,361 +8%
KDA
15
Kraft Davis & Associates
Missouri
$6.94M +$4.15M +82,567 +149%
WA
16
WealthTrust Axiom
Pennsylvania
$6.28M +$3.15M +62,650 +100%
CPCP
17
Cedar Point Capital Partners
Iowa
$6.04M +$153K +3,049 +3%
PD
18
Planning Directions
Pennsylvania
$5.97M +$197K +3,915 +3%
HA
19
Huntleigh Advisors
Missouri
$5.89M -$2.45M -48,770 -29%
Jane Street
20
Jane Street
New York
$5.88M -$3.86M -76,786 -40%
RFP
21
RCS Financial Planning
Maryland
$5.65M +$608K +12,102 +12%
FS
22
Financially Speaking
Colorado
$5.41M -$3.89M -77,512 -42%
AWA
23
Arete Wealth Advisors
Illinois
$5.08M +$420K +8,356 +9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.05M +$283K +5,634 +6%
Mariner
25
Mariner
Kansas
$4.29M +$4.29M +85,509 New

FLDR Hedge Fund Activity: Q3 2025 in Review

108 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Duration Bond Factor ETF (FLDR) for Q3 2025, worth a combined $375M — up 12% from $333M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FLDR positions and 11 closed out — a net gain of 10 holders — while 50 added to existing stakes and 24 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.96M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.57M.

  • 108 institutional investors held Fidelity Low Duration Bond Factor ETF (FLDR) as of Q3 2025, up from 99 in Q2 2025.
  • Funds reported $375M of Fidelity Low Duration Bond Factor ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 21 funds opened new Fidelity Low Duration Bond Factor ETF positions in Q3 2025 and 11 closed out, a net change of +10 holders.
  • The largest Fidelity Low Duration Bond Factor ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $7.96M added.
  • The largest Fidelity Low Duration Bond Factor ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $6.57M sold.

Based on aggregated 13F filings for Q3 2025.