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Fidelity Limited Term Bond ETF
FLTB

25 hedge funds and large institutions have $21.5M invested in Fidelity Limited Term Bond ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

25% more capital invested

Capital invested by funds: $17.2M → $21.5M (+$4.24M)

3.71% more ownership

Funds ownership: 14.23% → 17.94% (+3.7%)

0% more funds holding

Funds holding: 25 → 25 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.77M
3
RCAG
Rehmann Capital Advisory Group
Michigan
+$798K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$675K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$436K

Top Sellers

Rank Fund Capital Flow
1
SPC
Sigma Planning Corp
Michigan
-$815K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$615K
3
Citadel Advisors
Citadel Advisors
Florida
-$366K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$116K
5
UBS Group
UBS Group
Switzerland
-$27K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
– -$366K -7,244 Closed
UBS Group
27
UBS Group
Switzerland
– -$27K -534 Closed
NFG
28
Next Financial Group
Texas
– -$9K -180 Closed
BlackRock
29
BlackRock
New York
– -$1K -11 Closed
1
2

FLTB Hedge Fund Activity: Q4 2017 in Review

25 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q4 2017, worth a combined $21.5M — up 25% from $17.2M a quarter earlier.

Fund positioning in FLTB was balanced in Q4 2017: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 7 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $2M. The largest seller was Sigma Planning Corp, cutting an estimated $815K.

  • 25 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $21.5M of Fidelity Limited Term Bond ETF stock for Q4 2017, up 25% quarter-over-quarter.
  • 4 funds opened new Fidelity Limited Term Bond ETF positions in Q4 2017 and 4 closed out, a net change of 0 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q4 2017 was AssetMark Inc, an estimated $2M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q4 2017 was Sigma Planning Corp, an estimated $815K sold.

Based on aggregated 13F filings for Q4 2017.