Fidelity Limited Term Bond ETF
FLTB
38 hedge funds and large institutions have $35M invested in Fidelity Limited Term Bond ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
15% more funds holding
Funds holding: 33 → 38 (+5)
13.94% less ownership
Funds ownership: 42.44% → 28.5% (-14%)
56% less capital invested
Capital invested by funds: $80.5M → $35M (-$45.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.3M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$847K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$51M |
| 2 |
Jane Street
New York
|
-$3.39M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$2.51M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.19M |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$945K |
FLTB Hedge Fund Activity: Q4 2018 in Review
38 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q4 2018, worth a combined $35M — down 56% from $80.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FLTB positions and 6 closed out — a net gain of 5 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was UBS Group, adding an estimated $2M. The largest seller was AssetMark Inc, cutting an estimated $51M.
- 38 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q4 2018, up from 33 in Q3 2018.
- Funds reported $35M of Fidelity Limited Term Bond ETF stock for Q4 2018, down 56% quarter-over-quarter.
- 11 funds opened new Fidelity Limited Term Bond ETF positions in Q4 2018 and 6 closed out, a net change of +5 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q4 2018 was UBS Group, an estimated $2M added.
- The largest Fidelity Limited Term Bond ETF seller in Q4 2018 was AssetMark Inc, an estimated $51M sold.
Based on aggregated 13F filings for Q4 2018.