Fidelity Limited Term Bond ETF
FLTB
26 hedge funds and large institutions have $70M invested in Fidelity Limited Term Bond ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.
226% more capital invested
Capital invested by funds: $21.5M → $70M (+$48.5M)
40.94% more ownership
Funds ownership: 17.94% → 58.88% (+41%)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
4% more funds holding
Funds holding: 25 → 26 (+1)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$46.9M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$2.09M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.03M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.44M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$514K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.1M |
| 2 |
Jane Street
New York
|
-$1.68M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$525K |
| 4 |
VF
Virtu Financial
New York
|
-$489K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$321K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
SEI Investments
Oaks,
Pennsylvania
| $1K | – | – | – |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.1M | -41,816 | Closed |
|
|
28
Jane Street
New York
| – | -$1.68M | -33,445 | Closed |
|
|
RJFSA
29
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$321K | -6,409 | Closed |
|
|
MWM
30
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$29K | -590 | Closed |
|
|
GF
31
Goodman Financial
Houston,
Texas
| – | -$15K | -300 | Closed |
|
FLTB Hedge Fund Activity: Q1 2018 in Review
26 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q1 2018, worth a combined $70M — up 226% from $21.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FLTB positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 9 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $46.9M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.1M sold.
- 26 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q1 2018, up from 25 in Q4 2017.
- Funds reported $70M of Fidelity Limited Term Bond ETF stock for Q1 2018, up 226% quarter-over-quarter.
- 6 funds opened new Fidelity Limited Term Bond ETF positions in Q1 2018 and 5 closed out, a net change of +1 holder.
- The largest Fidelity Limited Term Bond ETF buyer in Q1 2018 was AssetMark Inc, an estimated $46.9M added.
- The largest Fidelity Limited Term Bond ETF seller in Q1 2018 was Susquehanna International Group, an estimated $2.1M sold.
Based on aggregated 13F filings for Q1 2018.