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Fidelity Limited Term Bond ETF

41 hedge funds and large institutions have $55.6M invested in Fidelity Limited Term Bond ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

33% more capital invested

Capital invested by funds: $41.9M → $55.6M (+$13.8M)

7.39% more ownership

Funds ownership: 30.46%37.85% (+7.4%)

0% more funds holding

Funds holding: 4141 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
11
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$80K
UBS Group
27
UBS Group
Switzerland
$57K -$532K -10,462 -90%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$50K -$25.9K -509 -34%
Wells Fargo
29
Wells Fargo
California
$41K -$16K -315 -28%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$40K
AIC
31
Ameritas Investment Company
Nebraska
$33K +$33.2K +653 New
ASN
32
Advisory Services Network
Georgia
$20K -$14.9K -294 -42%
OIA
33
Optimum Investment Advisors
Illinois
$15K
AIC
34
Archer Investment Corporation
Indiana
$10K
GEA
35
Glen Eagle Advisors
New Jersey
$8.07K
APA
36
American Portfolios Advisors
New York
$3.14K
EWM
37
EPG Wealth Management
Georgia
$3K
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$3K
AssetMark Inc
39
AssetMark Inc
California
-$4.34M -85,299 -100%
FTUS
40
Flow Traders U.S.
New York
-$1.42M -27,803 Closed
PAG
41
Private Advisor Group
New Jersey
-$934K -18,340 Closed
SS
42
Sunbelt Securities
Texas
-$392K -7,696 Closed
AWM
43
Altium Wealth Management
New York
-$291K -5,710 Closed
LNC
44
Lincoln National Corp
Pennsylvania
-$230K -4,520 Closed
UCFA
45
United Capital Financial Advisors
Texas
-$203K -3,980 Closed
IF
46
Ironwood Financial
Arizona
-$7K -134 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
+$51 +1 New
AWM
48
Avior Wealth Management
Nebraska
+$102 +2 New

FLTB Hedge Fund Activity: Q1 2020 in Review

41 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q1 2020, worth a combined $55.6M — up 33% from $41.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FLTB positions and 7 closed out — a net gain of 3 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $13.6M. The largest seller was AssetMark Inc, cutting an estimated $4.34M.

  • 41 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $55.6M of Fidelity Limited Term Bond ETF stock for Q1 2020, up 33% quarter-over-quarter.
  • 10 funds opened new Fidelity Limited Term Bond ETF positions in Q1 2020 and 7 closed out, a net change of +3 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q1 2020 was Jane Street, an estimated $13.6M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q1 2020 was AssetMark Inc, an estimated $4.34M sold.

Based on aggregated 13F filings for Q1 2020.