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Fidelity Limited Term Bond ETF

22 hedge funds and large institutions have $26.7M invested in Fidelity Limited Term Bond ETF in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

2% less capital invested

Capital invested by funds: $27.1M → $26.7M (-$453K)

2.07% less ownership

Funds ownership: 23.89%21.82% (-2.1%)

4% less funds holding

Funds holding: 2322 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AllSquare Wealth Management
New York
-$1K -23 Closed

FLTB Hedge Fund Activity: Q2 2016 in Review

22 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q2 2016, worth a combined $26.7M — down 1.7% from $27.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FLTB and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.

The largest buyer was Advisory Services Network, adding an estimated $873K. The largest seller was Virtu KCG Holdings, cutting an estimated $1.45M.

  • 22 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q2 2016, down from 23 in Q1 2016.
  • Funds reported $26.7M of Fidelity Limited Term Bond ETF stock for Q2 2016, down 1.7% quarter-over-quarter.
  • 3 funds opened new Fidelity Limited Term Bond ETF positions in Q2 2016 and 4 closed out, a net change of -1 holder.
  • The largest Fidelity Limited Term Bond ETF buyer in Q2 2016 was Advisory Services Network, an estimated $873K added.
  • The largest Fidelity Limited Term Bond ETF seller in Q2 2016 was Virtu KCG Holdings, an estimated $1.45M sold.

Based on aggregated 13F filings for Q2 2016.