Fidelity Limited Term Bond ETF
FLTB
27 hedge funds and large institutions have $136M invested in Fidelity Limited Term Bond ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 0 reducing their positions, and 2 closing their positions.
417% more capital invested
Capital invested by funds: $26.4M → $136M (+$110M)
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
92.06% more ownership
Funds ownership: 21.57% → 113.62% (+92%)
35% more funds holding
Funds holding: 20 → 27 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$94.2M |
| 2 |
Jane Street
New York
|
+$9.78M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.66M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$884K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$558K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPFS
First Personal Financial Services
Charlotte,
North Carolina
|
-$20K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| $1K | +$655 | +13 | +118% |
|
27
SEI Investments
Oaks,
Pennsylvania
| $1K | +$1.01K | +20 | New |
|
|
ACM
28
Argentus Capital Management
Dallas,
Texas
| – | -$23K | -452 | Closed |
|
|
FPFS
29
First Personal Financial Services
Charlotte,
North Carolina
| – | -$20K | -400 | Closed |
|
FLTB Hedge Fund Activity: Q4 2016 in Review
27 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q4 2016, worth a combined $136M — up 417% from $26.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FLTB positions and 2 closed out — a net gain of 8 holders — while 13 added to existing stakes and 0 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $94.2M. The largest seller was First Personal Financial Services, exiting entirely with an estimated $20K sold.
- 27 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q4 2016, up from 20 in Q3 2016.
- Funds reported $136M of Fidelity Limited Term Bond ETF stock for Q4 2016, up 417% quarter-over-quarter.
- 10 funds opened new Fidelity Limited Term Bond ETF positions in Q4 2016 and 2 closed out, a net change of +8 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q4 2016 was AssetMark Inc, an estimated $94.2M added.
- The largest Fidelity Limited Term Bond ETF seller in Q4 2016 was First Personal Financial Services, an estimated $20K sold.
Based on aggregated 13F filings for Q4 2016.