Fidelity Limited Term Bond ETF
FLTB
34 hedge funds and large institutions have $30.3M invested in Fidelity Limited Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.28% less ownership
Funds ownership: 25.65% → 24.37% (-1.3%)
6% less capital invested
Capital invested by funds: $32.2M → $30.3M (-$1.88M)
11% less funds holding
Funds holding: 38 → 34 (-4)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.28M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$2.83M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$941K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$764K |
| 5 |
LI
LVZ Inc
Holland,
Michigan
|
+$404K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.74M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.71M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$709K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$424K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$211K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
26
Optimum Investment Advisors
Chicago,
Illinois
| $15K | – | – | – |
|
|
AIC
27
Archer Investment Corporation
Carmel,
Indiana
| $13K | +$3.52K | +70 | +36% |
|
|
GEA
28
Glen Eagle Advisors
Kingston,
New Jersey
| $8.21K | +$8.04K | +160 | +8,000% |
|
|
CFD
29
Creative Financial Designs
Kokomo,
Indiana
| $7K | -$10.4K | -207 | -59% |
|
|
IF
30
Ironwood Financial
Tucson,
Arizona
| $7K | – | – | – |
|
|
APA
31
American Portfolios Advisors
Holbrook,
New York
| $3.19K | – | – | – |
|
32
Fifth Third Bancorp
Cincinnati,
Ohio
| $3K | – | – | – |
|
33
AssetMark Inc
Concord,
California
| $2K | – | – | – |
|
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$3.71M | -74,063 | Closed |
|
|
LNC
35
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$709K | -14,146 | Closed |
|
|
AWM
36
AE Wealth Management
Topeka,
Kansas
| – | -$207K | -4,133 | Closed |
|
|
SS
37
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$207K | -4,133 | Closed |
|
|
NFG
38
Next Financial Group
Houston,
Texas
| – | -$9K | -180 | Closed |
|
39
Fidelity Investments
Boston,
Massachusetts
| – | +$302 | +6 | +600% |
|
FLTB Hedge Fund Activity: Q2 2019 in Review
34 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q2 2019, worth a combined $30.3M — down 5.9% from $32.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FLTB and 2 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 10 added.
The largest buyer was Morgan Stanley, adding an estimated $3.28M. The largest seller was Jane Street, cutting an estimated $4.74M.
- 34 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q2 2019, down from 38 in Q1 2019.
- Funds reported $30.3M of Fidelity Limited Term Bond ETF stock for Q2 2019, down 5.9% quarter-over-quarter.
- 2 funds opened new Fidelity Limited Term Bond ETF positions in Q2 2019 and 5 closed out, a net change of -3 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $3.28M added.
- The largest Fidelity Limited Term Bond ETF seller in Q2 2019 was Jane Street, an estimated $4.74M sold.
Based on aggregated 13F filings for Q2 2019.