We are live on ! Find out more
FLTB icon

Fidelity Limited Term Bond ETF
FLTB

41 hedge funds and large institutions have $41.9M invested in Fidelity Limited Term Bond ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

15% more capital invested

Capital invested by funds: $36.4M → $41.9M (+$5.49M)

8% more funds holding

Funds holding: 38 → 41 (+3)

2.46% more ownership

Funds ownership: 28% → 30.46% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
13
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$4.35M
2
Bank of America
Bank of America
North Carolina
+$2.56M
3
MFM
Mirsky Financial Management
New York
+$607K
4
Morgan Stanley
Morgan Stanley
New York
+$549K
5
FTUS
Flow Traders U.S.
New York
+$512K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.84M
2
Jane Street
Jane Street
New York
-$2.61M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$711K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$496K
5
LI
LVZ Inc
Michigan
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
26
Greatmark Investment Partners
Georgia
$239K – – –
LNC
27
Lincoln National Corp
Pennsylvania
$230K +$51 +1 +0%
UCFA
28
United Capital Financial Advisors
Texas
$203K – – –
AA
29
Ancora Advisors
Ohio
$113K +$113K +2,224 New
SFS
30
Sowell Financial Services
Arkansas
$81K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$77K +$76K +1,489 +7,445%
Wells Fargo
32
Wells Fargo
California
$58K – – –
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
ASN
34
Advisory Services Network
Georgia
$35K +$13.3K +260 +60%
OIA
35
Optimum Investment Advisors
Illinois
$15K – – –
AIC
36
Archer Investment Corporation
Indiana
$10K – – –
GEA
37
Glen Eagle Advisors
New Jersey
$8.25K – – –
IF
38
Ironwood Financial
Arizona
$7K – – –
APA
39
American Portfolios Advisors
New York
$3.21K – – –
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$3K – – –
EWM
41
EPG Wealth Management
Georgia
$3K +$2.86K +56 New
Citadel Advisors
42
Citadel Advisors
Florida
– -$3.84M -75,477 Closed
AIC
43
Ameritas Investment Company
Nebraska
– -$10K -198 Closed
CFD
44
Creative Financial Designs
Indiana
– -$7.45K -146 Closed
1
2

FLTB Hedge Fund Activity: Q4 2019 in Review

41 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q4 2019, worth a combined $41.9M — up 15% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLTB positions and 4 closed out — a net gain of 3 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $4.35M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.84M sold.

  • 41 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q4 2019, up from 38 in Q3 2019.
  • Funds reported $41.9M of Fidelity Limited Term Bond ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 7 funds opened new Fidelity Limited Term Bond ETF positions in Q4 2019 and 4 closed out, a net change of +3 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q4 2019 was AssetMark Inc, an estimated $4.35M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q4 2019 was Citadel Advisors, an estimated $3.84M sold.

Based on aggregated 13F filings for Q4 2019.