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Fidelity Limited Term Bond ETF
FLTB

59 hedge funds and large institutions have $75.4M invested in Fidelity Limited Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

7% more funds holding

Funds holding: 55 → 59 (+4)

1.94% more ownership

Funds ownership: 50.13% → 52.07% (+1.9%)

4% more capital invested

Capital invested by funds: $72.5M → $75.4M (+$2.84M)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.39M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.35M
3
Bank of America
Bank of America
North Carolina
+$1.1M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$915K
5
MML Investors Services
MML Investors Services
Massachusetts
+$899K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$4.15M
2
ICM
Islay Capital Management
Texas
-$738K
3
Citadel Advisors
Citadel Advisors
Florida
-$640K
4
KPWS
Kestra Private Wealth Services
Texas
-$572K
5
GRP
Global Retirement Partners
California
-$521K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$573K +$572K +11,687 New
NPF
27
Norris Perne & French
Michigan
$503K +$17.4K +355 +4%
AWM
28
Apollon Wealth Management
South Carolina
$497K -$73.4K -1,500 -13%
NAS
29
Nicolet Advisory Services
Wisconsin
$468K -$392 -8 -0.1%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$466K -$233K -4,759 -33%
ICM
31
Islay Capital Management
Texas
$450K -$738K -15,071 -62%
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$400K -$36.1K -738 -8%
RCAG
33
Rehmann Capital Advisory Group
Michigan
$381K -$2.84K -58 -0.7%
IA
34
IFP Advisors
Florida
$373K +$3.67K +75 +1%
AAS
35
Avantax Advisory Services
Texas
$311K -$98.9K -2,021 -24%
AO
36
Advisor OS
Illinois
$306K -$20.4K -416 -6%
Citadel Advisors
37
Citadel Advisors
Florida
$264K -$640K -13,080 -71%
BI
38
Bramshill Investments
Florida
$245K +$245K +5,000 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$239K -$24.9K -509 -9%
CFGS
40
Concourse Financial Group Securities
Alabama
$226K – – –
GIP
41
Greatmark Investment Partners
Georgia
$223K -$3.57K -73 -2%
AF
42
Aviso Financial
Ontario, Canada
$222K +$222K +4,540 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$217K -$196 -4 -0.1%
AA
44
Ancora Advisors
Ohio
$191K – – –
GLR
45
Great Lakes Retirement
Ohio
$121K +$120K +2,451 New
GJIA
46
Glass Jacobson Investment Advisors
Maryland
$116K -$11.3K -230 -9%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$90K +$33.7K +688 +60%
SS
48
Sunbelt Securities
Texas
$57.8K -$7.93K -162 -12%
SWM
49
Spire Wealth Management
Virginia
$36.5K +$392 +8 +1%
AF
50
Allworth Financial
California
$24.1K – – –
1
2
3

FLTB Hedge Fund Activity: Q2 2024 in Review

59 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q2 2024, worth a combined $75.4M — up 3.9% from $72.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FLTB positions and 6 closed out — a net gain of 4 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was Jane Street, adding an estimated $2.39M. The largest seller was Osaic Holdings, cutting an estimated $4.15M.

  • 59 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q2 2024, up from 55 in Q1 2024.
  • Funds reported $75.4M of Fidelity Limited Term Bond ETF stock for Q2 2024, up 3.9% quarter-over-quarter.
  • 10 funds opened new Fidelity Limited Term Bond ETF positions in Q2 2024 and 6 closed out, a net change of +4 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q2 2024 was Jane Street, an estimated $2.39M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q2 2024 was Osaic Holdings, an estimated $4.15M sold.

Based on aggregated 13F filings for Q2 2024.