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Fidelity Limited Term Bond ETF
FLTB

55 hedge funds and large institutions have $142M invested in Fidelity Limited Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 4

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

85% more capital invested

Capital invested by funds: $76.8M → $142M (+$65M)

22% more funds holding

Funds holding: 45 → 55 (+10)

14.45% more ownership

Funds ownership: 32.57% → 47.01% (+14%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
26
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$13.1M
2
NPF
Norris Perne & French
Michigan
+$9.47M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.25M
4
UBS Group
UBS Group
Switzerland
+$5.46M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$4.91M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$276K
2
SS
Simplicity Solutions
Minnesota
-$264K
3
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$227K
4
OIA
OneDigital Investment Advisors
Kansas
-$99.1K
5
Wells Fargo
Wells Fargo
California
-$43.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$1.06M +$1.07M +20,341 New
NAS
27
Nicolet Advisory Services
Wisconsin
$1.02M – – –
Citadel Advisors
28
Citadel Advisors
Florida
$1.01M +$1.02M +19,392 New
AA
29
Ancora Advisors
Ohio
$915K +$800K +15,200 +662%
AA
30
Advisory Alpha
Michigan
$879K +$885K +16,822 New
RG
31
Retirement Group
California
$812K +$227K +4,310 +38%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$690K -$276K -5,238 -28%
ACP
33
Aveo Capital Partners
Colorado
$661K +$665K +12,642 New
SPC
34
Sigma Planning Corp
Michigan
$607K +$16.7K +317 +3%
BRWA
35
B. Riley Wealth Advisors
Florida
$595K +$54.3K +1,032 +10%
MML Investors Services
36
MML Investors Services
Massachusetts
$497K +$500K +9,507 New
AWM
37
AE Wealth Management
Kansas
$425K +$141K +2,672 +49%
PAG
38
Private Advisor Group
New Jersey
$369K +$105K +2,000 +40%
ASN
39
Advisory Services Network
Georgia
$360K +$271K +5,146 +297%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$271K +$57.2K +1,087 +27%
FTUS
41
Flow Traders U.S.
New York
$265K +$267K +5,077 New
UCFA
42
United Capital Financial Advisors
Texas
$208K – – –
SFS
43
Sowell Financial Services
Arkansas
$84K – – –
AIC
44
Ameritas Investment Company
Nebraska
$58.2K +$58.6K +1,113 New
MWM
45
Mascoma Wealth Management
New Hampshire
$52K +$52.6K +1,000 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$39K +742 New
SWM
48
Spire Wealth Management
Virginia
$36K +$36.4K +692 New
TWA
49
TCI Wealth Advisors
Arizona
$18K – – –
APC
50
Aspire Private Capital
North Carolina
$16K +$15.8K +300 New
1
2
3

FLTB Hedge Fund Activity: Q1 2021 in Review

55 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q1 2021, worth a combined $142M — up 85% from $76.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FLTB positions and 5 closed out — a net gain of 12 holders — while 26 added to existing stakes and 4 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $13.1M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $276K.

  • 55 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q1 2021, up from 45 in Q4 2020.
  • Funds reported $142M of Fidelity Limited Term Bond ETF stock for Q1 2021, up 85% quarter-over-quarter.
  • 17 funds opened new Fidelity Limited Term Bond ETF positions in Q1 2021 and 5 closed out, a net change of +12 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q1 2021 was AssetMark Inc, an estimated $13.1M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q1 2021 was Cambridge Investment Research Advisors, an estimated $276K sold.

Based on aggregated 13F filings for Q1 2021.