Fidelity Limited Term Bond ETF
FLTB
57 hedge funds and large institutions have $101M invested in Fidelity Limited Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 9 closing their positions.
0.25% more ownership
Funds ownership: 55.72% → 55.97% (+0.25%)
0% less capital invested
Capital invested by funds: $101M → $101M (-$109K)
3% less funds holding
Funds holding: 59 → 57 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
26% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$5.91M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.54M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.75M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.31M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$706K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.04M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.06M |
| 3 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$3.23M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.42M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.58M |
FLTB Hedge Fund Activity: Q2 2023 in Review
57 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q2 2023, worth a combined $101M — down 0.11% from $101M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FLTB and 7 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 17 added.
The largest buyer was Kestra Private Wealth Services, adding an estimated $5.91M. The largest seller was Jane Street, cutting an estimated $5.04M.
- 57 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q2 2023, down from 59 in Q1 2023.
- Funds reported $101M of Fidelity Limited Term Bond ETF stock for Q2 2023, down 0.11% quarter-over-quarter.
- 7 funds opened new Fidelity Limited Term Bond ETF positions in Q2 2023 and 9 closed out, a net change of -2 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q2 2023 was Kestra Private Wealth Services, an estimated $5.91M added.
- The largest Fidelity Limited Term Bond ETF seller in Q2 2023 was Jane Street, an estimated $5.04M sold.
Based on aggregated 13F filings for Q2 2023.