We are live on ! Find out more
FLTB icon

Fidelity Limited Term Bond ETF

58 hedge funds and large institutions have $148M invested in Fidelity Limited Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

3.09% more ownership

Funds ownership: 52.42%55.51% (+3.1%)

0% more funds holding

Funds holding: 5858 (0)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

5% less capital invested

Capital invested by funds: $155M → $148M (-$7.44M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
22
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
26
Soltis Investment Advisors
Utah
$1.08M -$279K -5,491 -20%
KAS
27
Kestra Advisory Services
Texas
$993K -$932K -18,367 -48%
NAS
28
Nicolet Advisory Services
Wisconsin
$951K -$5.08K -100 -0.5%
AA
29
Advisory Alpha
Michigan
$656K -$251K -4,938 -27%
BRWA
30
B. Riley Wealth Advisors
Florida
$600K +$22.6K +446 +4%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$563K +$13.5K +266 +2%
GRP
32
Global Retirement Partners
California
$535K +$551K +10,866 New
SPC
33
Sigma Planning Corp
Michigan
$510K -$34.5K -680 -6%
MML Investors Services
34
MML Investors Services
Massachusetts
$471K -$56.5K -1,114 -11%
AWM
35
AE Wealth Management
Kansas
$453K +$51.1K +1,006 +12%
NMG
36
New Millennium Group
Utah
$406K +$5.38K +106 +1%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$350K +$357K +7,035 New
AFP
38
Ausdal Financial Partners
Iowa
$346K +$609 +12 +0.2%
ASN
39
Advisory Services Network
Georgia
$298K -$100K -1,975 -25%
CFGS
40
Concourse Financial Group Securities
Alabama
$248K +$253K +4,986 New
AAS
41
Ameritas Advisory Services
Nebraska
$236K +$241K +4,741 New
CW
42
CreativeOne Wealth
Kansas
$207K -$1.17K -23 -0.5%
MWM
43
Mascoma Wealth Management
New Hampshire
$174K +$25.4K +500 +17%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$144K +$72.2K +1,422 +97%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$108K -$123K -2,427 -52%
AF
46
Allworth Financial
California
$81K -$2.64K -52 -3%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$80K +$25.5K +502 +46%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$38K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$38K +$51 +1 +0.1%
SWM
50
Spire Wealth Management
Virginia
$35K +$102 +2 +0.3%

FLTB Hedge Fund Activity: Q1 2022 in Review

58 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q1 2022, worth a combined $148M — down 4.8% from $155M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FLTB positions and 6 closed out — a net gain of 3 holders — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Jane Street, adding an estimated $7.15M. The largest seller was LVZ Inc, cutting an estimated $4.35M.

  • 58 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $148M of Fidelity Limited Term Bond ETF stock for Q1 2022, down 4.8% quarter-over-quarter.
  • 9 funds opened new Fidelity Limited Term Bond ETF positions in Q1 2022 and 6 closed out, a net change of +3 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q1 2022 was Jane Street, an estimated $7.15M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q1 2022 was LVZ Inc, an estimated $4.35M sold.

Based on aggregated 13F filings for Q1 2022.