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Fidelity Limited Term Bond ETF
FLTB

70 hedge funds and large institutions have $186M invested in Fidelity Limited Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

36% more capital invested

Capital invested by funds: $137M → $186M (+$49M)

35% more funds holding

Funds holding: 52 → 70 (+18)

2.59% more ownership

Funds ownership: 57.93% → 60.52% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

Holders
70
Holders Change
+18
Holders Change %
+34.62%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
16
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$50M
2
Jane Street
Jane Street
New York
+$7.68M
3
UBS Group
UBS Group
Switzerland
+$5.02M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.11M
5
ACM
Absolute Capital Management
Pennsylvania
+$3.02M

Top Sellers

Rank Fund Capital Flow
1
LI
LVZ Inc
Michigan
-$10.7M
2
IA
IFP Advisors
Florida
-$6.97M
3
NPF
Norris Perne & French
Michigan
-$5.72M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.2M
5
RCAG
Rehmann Capital Advisory Group
Michigan
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Ancora Advisors
Ohio
$916K – – –
AA
27
Advisory Alpha
Michigan
$903K +$134K +2,801 +17%
WMR
28
Wealth Management Resources
Rhode Island
$896K +$8.6K +180 +1%
AG
29
Ascent Group
Virginia
$880K +$876K +18,351 New
NAS
30
Nicolet Advisory Services
Wisconsin
$815K -$2.48K -52 -0.3%
SIA
31
Soltis Investment Advisors
Utah
$653K -$349K -7,316 -35%
ICM
32
Islay Capital Management
Texas
$638K -$29.5K -617 -4%
RCAG
33
Rehmann Capital Advisory Group
Michigan
$549K -$3.06M -64,141 -85%
GRP
34
Global Retirement Partners
California
$521K – – –
BPA
35
Beacon Pointe Advisors
California
$491K -$719K -15,051 -60%
CAN
36
Cetera Advisor Networks
California
$481K +$479K +10,036 New
OMC
37
Old Mission Capital
Illinois
$480K +$478K +10,009 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$433K +$45.3K +949 +12%
BCM
39
Beaumont Capital Management
Massachusetts
$407K -$1.8M -37,619 -82%
Stifel Financial
40
Stifel Financial
Missouri
$384K – – –
VAS
41
Vestmark Advisory Solutions
Massachusetts
$317K +$315K +6,604 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$278K +$70.6K +1,479 +34%
BFA
43
Beaumont Financial Advisors
Massachusetts
$273K -$686K -14,359 -72%
DAS
44
Dynamic Advisor Solutions
Arizona
$271K +$270K +5,654 New
SWP
45
Stratos Wealth Partners
Ohio
$271K +$270K +5,648 New
CA
46
Continuum Advisory
Idaho
$270K +$269K +5,632 New
NFP
47
Narus Financial Partners
Utah
$246K +$245K +5,135 New
CFGS
48
Concourse Financial Group Securities
Alabama
$240K – – –
Mariner
49
Mariner
Kansas
$233K +$232K +4,866 New
MML Investors Services
50
MML Investors Services
Massachusetts
$224K -$190K -3,976 -46%
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FLTB Hedge Fund Activity: Q4 2022 in Review

70 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q4 2022, worth a combined $186M — up 36% from $137M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FLTB positions and 7 closed out — a net gain of 18 holders — while 16 added to existing stakes and 23 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $50M. The largest seller was LVZ Inc, cutting an estimated $10.7M.

  • 70 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q4 2022, up from 52 in Q3 2022.
  • Funds reported $186M of Fidelity Limited Term Bond ETF stock for Q4 2022, up 36% quarter-over-quarter.
  • 25 funds opened new Fidelity Limited Term Bond ETF positions in Q4 2022 and 7 closed out, a net change of +18 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q4 2022 was AssetMark Inc, an estimated $50M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q4 2022 was LVZ Inc, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2022.