Fidelity Limited Term Bond ETF
FLTB
23 hedge funds and large institutions have $27.1M invested in Fidelity Limited Term Bond ETF in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
21% more funds holding
Funds holding: 19 → 23 (+4)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
24.94% less ownership
Funds ownership: 48.83% → 23.89% (-25%)
69% less capital invested
Capital invested by funds: $87.2M → $27.1M (-$60.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$2.03M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.19M |
| 3 |
Jane Street
New York
|
+$983K |
| 4 |
LPL Financial
San Diego,
California
|
+$400K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$45.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.4M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$6.39M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.49M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$905K |
FLTB Hedge Fund Activity: Q1 2016 in Review
23 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q1 2016, worth a combined $27.1M — down 69% from $87.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FLTB positions and 4 closed out — a net gain of 4 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $2.03M. The largest seller was AssetMark Inc, cutting an estimated $45.5M.
- 23 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q1 2016, up from 19 in Q4 2015.
- Funds reported $27.1M of Fidelity Limited Term Bond ETF stock for Q1 2016, down 69% quarter-over-quarter.
- 8 funds opened new Fidelity Limited Term Bond ETF positions in Q1 2016 and 4 closed out, a net change of +4 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q1 2016 was Virtu KCG Holdings, an estimated $2.03M added.
- The largest Fidelity Limited Term Bond ETF seller in Q1 2016 was AssetMark Inc, an estimated $45.5M sold.
Based on aggregated 13F filings for Q1 2016.