Fidelity Limited Term Bond ETF
FLTB
33 hedge funds and large institutions have $80.5M invested in Fidelity Limited Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 5 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
189% more capital invested
Capital invested by funds: $27.8M → $80.5M (+$52.7M)
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
18.88% more ownership
Funds ownership: 23.56% → 42.44% (+19%)
6% more funds holding
Funds holding: 31 → 33 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$51.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.19M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$2.52M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.71M |
| 5 |
LI
LVZ Inc
Holland,
Michigan
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$3.29M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.65M |
| 3 |
VF
Virtu Financial
New York
|
-$2.44M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.1M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$940K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
26
Optimum Investment Advisors
Chicago,
Illinois
| $15K | – | – | – |
|
|
PGWM
27
Parisi Gray Wealth Management
Mendham,
New Jersey
| $10K | – | – | – |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| $9K | +$8.89K | +180 | New |
|
|
IF
29
Ironwood Financial
Tucson,
Arizona
| $7K | – | – | – |
|
|
BWA
30
BDO Wealth Advisors
Jacksonville,
Florida
| $5K | -$4.5K | -91 | -45% |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | -$29.1K | -589 | -91% |
|
32
Fifth Third Bancorp
Cincinnati,
Ohio
| $3K | – | – | – |
|
|
MWM
33
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $2K | +$2.12K | +43 | New |
|
|
34
Envestnet Asset Management
Chicago,
Illinois
| – | -$2.65M | -53,850 | Closed |
|
|
VF
35
Virtu Financial
New York
| – | -$2.44M | -49,458 | Closed |
|
|
BFA
36
Beaumont Financial Advisors
Needham,
Massachusetts
| – | -$2.1M | -42,576 | Closed |
|
|
PCG
37
Private Capital Group
West Hartford,
Connecticut
| – | -$98K | -2,000 | Closed |
|
38
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -20 | Closed |
|
FLTB Hedge Fund Activity: Q3 2018 in Review
33 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q3 2018, worth a combined $80.5M — up 189% from $27.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FLTB positions and 5 closed out — a net gain of 2 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $51.2M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $3.29M.
- 33 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q3 2018, up from 31 in Q2 2018.
- Funds reported $80.5M of Fidelity Limited Term Bond ETF stock for Q3 2018, up 189% quarter-over-quarter.
- 7 funds opened new Fidelity Limited Term Bond ETF positions in Q3 2018 and 5 closed out, a net change of +2 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q3 2018 was AssetMark Inc, an estimated $51.2M added.
- The largest Fidelity Limited Term Bond ETF seller in Q3 2018 was B. Riley Wealth Advisors, an estimated $3.29M sold.
Based on aggregated 13F filings for Q3 2018.