Fidelity Limited Term Bond ETF
FLTB
55 hedge funds and large institutions have $99.4M invested in Fidelity Limited Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 7 closing their positions.
14% more capital invested
Capital invested by funds: $87M → $99.4M (+$12.4M)
7.69% more ownership
Funds ownership: 53.52% → 61.22% (+7.7%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2% less funds holding
Funds holding: 56 → 55 (-1)
22% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$8.15M |
| 2 |
Morgan Stanley
New York
|
+$4.38M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.65M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.64M |
| 5 |
H
HoyleCohen
San Diego,
California
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.42M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.16M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$749K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$572K |
| 5 |
WMR
Wealth Management Resources
Smithfield,
Rhode Island
|
-$555K |
FLTB Hedge Fund Activity: Q4 2023 in Review
55 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q4 2023, worth a combined $99.4M — up 14% from $87M a quarter earlier.
Fund positioning in FLTB was balanced in Q4 2023: 7 funds opened new positions, 7 closed out, 18 added to existing stakes and 23 trimmed.
The largest buyer was Jane Street, adding an estimated $8.15M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.42M.
- 55 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q4 2023, down from 56 in Q3 2023.
- Funds reported $99.4M of Fidelity Limited Term Bond ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 7 funds opened new Fidelity Limited Term Bond ETF positions in Q4 2023 and 7 closed out, a net change of 0 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q4 2023 was Jane Street, an estimated $8.15M added.
- The largest Fidelity Limited Term Bond ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $2.42M sold.
Based on aggregated 13F filings for Q4 2023.