Fidelity Low Duration Bond Factor
FLDR • BATS
Fidelity Low Duration Bond Factor is an exchange-traded fund on BATS. As of Q3 2025, 108 institutional investors hold shares in this ETF, with total holdings valued at $374.4M. WELLS FARGO & COMPANY/MN is the largest holder with a position valued at $49.9M.
Overview
Overview of institutional ownership in FLDR as of Q3 2025
All Institutions
- Institutions
- 108
- Value Held
- $374.4M
- Shares Held
- 7.5M
- Avg Position
- $3.5M
- Median Position
- $564.5K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $967.6K
- Shares Held
- 19.3K
- Avg Position
- $483.8K
- Median Position
- $483.8K
Biggest Investors
Institutions with the largest positions in FLDR as of Q3 2025
| Institution | Position Value |
|---|---|
 WELLS FARGO & COMPANY/MN Institution | $49.9M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $31.0M 0.01% of portfolio |
L LPL Financial LLC Institution | $23.8M 0.01% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $22.0M 0.03% of portfolio |
 MORGAN STANLEY RIA/Wealth | $18.3M 0.00% of portfolio |
 AE Wealth Management LLC RIA/Wealth | $17.1M 0.11% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $15.3M 0.00% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $15.1M 0.04% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $11.8M 0.00% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $9.8M 0.05% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FLDR in Q3 2025
- Traded
- +$41.4M
- Buyers
- 75
- Sellers
- 34
- Total Bought
- +$69.2M
- Total Sold
- −$27.8M
- Avg Position
- $3.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$8.0M +158.6K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$7.8M +156.2K shares |
MORGAN STANLEY RIA/Wealth | +$5.5M +108.9K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | +$4.3M +85.5K shares |
K Kraft, Davis & Associates, LLC Institution | +$4.1M +82.6K shares |
WELLS FARGO & COMPANY/MN Institution | +$3.5M +69.9K shares |
W WealthTrust Axiom LLC Institution | +$3.1M +62.7K shares |
BANK OF AMERICA CORP /DE/ Institution | +$2.5M +49.4K shares |
 Meridian Wealth Management, LLC RIA/Wealth | +$2.2M +44.1K shares |
T TABLEAUX LLC Institution | +$2.1M +42.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$6.6M −130.8K shares |
 Financially Speaking Inc RIA/Wealth | −$3.9M −77.5K shares |
J JANE STREET GROUP, LLC Institution | −$3.9M −76.8K shares |
 Huntleigh Advisors, Inc. RIA/Wealth | −$2.4M −48.8K shares |
F FLOW TRADERS U.S. LLC Institution | −$2.3M −45.5K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.9M −37.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.0M −20.8K shares |
H HRT FINANCIAL LLC Institution | −$858.1K −17.1K shares |
 Andrew Hill Investment Advisors, Inc. RIA/Wealth | −$775.4K −15.4K shares |
GGM Financials LLC RIA/Wealth | −$649.2K −13.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FLDR in Q3 2025
- New Positions
- 20
- New Value
- $12.4M
- Exited Positions
- 12
- Exited Value
- $4.3M
New Positions
| Institution | Position Value |
|---|---|
Meridian Wealth Management, LLC RIA/Wealth | $2.2M 44.1K shares |
 Koshinski Asset Management, Inc. RIA/Wealth | $2.1M 41.6K shares |
 HERBST GROUP, LLC RIA/Wealth | $2.0M 39.8K shares |
 Fidelis Capital Partners, LLC RIA/Wealth | $1.8M 34.9K shares |
C Cottage Street Advisors LLC Institution | $1.1M 22.0K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $1.0M 20.0K shares |
 Csenge Advisory Group RIA/Wealth | $406.0K 8.1K shares |
 OPPENHEIMER & CO INC RIA/Wealth | $383.3K 7.6K shares |
 LIBERTY WEALTH MANAGEMENT LLC RIA/Wealth | $324.3K 6.5K shares |
 Creative Planning RIA/Wealth | $255.9K 5.1K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.0M 20.8K shares |
H HRT FINANCIAL LLC Institution | $858.1K 17.1K shares |
GGM Financials LLC RIA/Wealth | $649.2K 13.0K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | $421.7K 8.4K shares |
 Avestar Capital, LLC RIA/Wealth | $367.4K 7.3K shares |
 GOLDMAN SACHS GROUP INC Institution | $265.2K 5.3K shares |
 Riverstone Advisors, LLC RIA/Wealth | $235.3K 4.7K shares |
 ABSOLUTE CAPITAL MANAGEMENT, LLC RIA/Wealth | $229.1K 4.6K shares |
C Colonial Trust Co / SC Institution | $163.8K 3.3K shares |
 Asset Dedication, LLC RIA/Wealth | $15.0K 299.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FLDR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FLDR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Financially Speaking Inc RIA/Wealth | 4.97% $5.4M |
C Cedar Point Capital Partners, LLC RIA/Wealth | 3.96% $6.0M |
 PLANNING DIRECTIONS INC RIA/Wealth | 3.12% $6.0M |
R RCS Financial Planning, LLC RIA/Wealth | 2.52% $5.6M |
 LOWERY THOMAS, LLC RIA/Wealth | 2.00% $3.5M |
K Kraft, Davis & Associates, LLC Institution | 1.73% $6.9M |
W WealthTrust Axiom LLC Institution | 1.68% $6.3M |
T TABLEAUX LLC Institution | 1.65% $4.1M |
 Lakeridge Wealth Management LLC RIA/Wealth | 1.38% $3.1M |
HERBST GROUP, LLC RIA/Wealth | 1.25% $2.0M |
Hedge Fund Spotlight
Discover hedge funds investing in FLDR
SELDON CAPITAL LP
Hedge Fund • Multi-Strategy
Portfolio ManagerMatthew A Fong
- Portfolio Value
- $284.5M
- Positions
- 70
- Last Reported
- Q3 2025
Sector Allocation
Position in Fidelity Low Duration Bond Factor
- Market Value
- $405.4K
- Shares Held
- 8.1K
- Portfolio Weight
- 0.14%
- Owned Since
- 2023-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Unknown Unknown | $30.1M | 10.59% | |
ETF ETF | $29.4M | 10.32% | |
Hardware, Equipment & Parts Technology | $27.6M | 9.69% |
