Fidelity Limited Term Bond ETF
FLTB
23 hedge funds and large institutions have $18.4M invested in Fidelity Limited Term Bond ETF in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.
8% less funds holding
Funds holding: 25 → 23 (-2)
10.79% less ownership
Funds ownership: 26% → 15.2% (-11%)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
41% less capital invested
Capital invested by funds: $31.3M → $18.4M (-$12.9M)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$330K |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$202K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$125K |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$58.8K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$37.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.37M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$2.44M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.88M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
| 5 |
Jane Street
New York
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSS
26
Two Sigma Securities
New York
| – | -$235K | -4,676 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$180K | -3,593 | Closed |
|
FLTB Hedge Fund Activity: Q2 2017 in Review
23 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q2 2017, worth a combined $18.4M — down 41% from $31.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FLTB and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 6 added.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $330K. The largest seller was Commonwealth Equity Services, cutting an estimated $6.37M.
- 23 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q2 2017, down from 25 in Q1 2017.
- Funds reported $18.4M of Fidelity Limited Term Bond ETF stock for Q2 2017, down 41% quarter-over-quarter.
- 2 funds opened new Fidelity Limited Term Bond ETF positions in Q2 2017 and 4 closed out, a net change of -2 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q2 2017 was Cambridge Investment Research Advisors, an estimated $330K added.
- The largest Fidelity Limited Term Bond ETF seller in Q2 2017 was Commonwealth Equity Services, an estimated $6.37M sold.
Based on aggregated 13F filings for Q2 2017.