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Fidelity Limited Term Bond ETF
FLTB

57 hedge funds and large institutions have $75M invested in Fidelity Limited Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $75.4M → $75M (-$417K)

3.28% less ownership

Funds ownership: 52.07% → 48.79% (-3.3%)

3% less funds holding

Funds holding: 59 → 57 (-2)

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GLR
Great Lakes Retirement
Ohio
+$1.15M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.1M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.06M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$871K
5
FTUS
Flow Traders U.S.
New York
+$660K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.25M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$899K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$776K
4
KAS
Kestra Advisory Services
Texas
-$639K
5
NAS
Nicolet Advisory Services
Wisconsin
-$468K
Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
26
Islay Capital Management
Texas
$462K – – –
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$451K +$41.5K +832 +10%
AF
28
Aviso Financial
Ontario, Canada
$444K +$219K +4,380 +96%
AWM
29
Apollon Wealth Management
South Carolina
$404K -$106K -2,114 -21%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$393K +$1.65K +33 +0.4%
IA
31
IFP Advisors
Florida
$385K +$2.5K +50 +0.7%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$384K +$381K +7,625 New
AO
33
Advisor OS
Illinois
$357K +$42.6K +853 +14%
SMAM
34
Sugar Maple Asset Management
Wisconsin
$352K +$349K +6,992 New
AAS
35
Avantax Advisory Services
Texas
$333K +$14.7K +294 +5%
SC
36
Savant Capital
Illinois
$331K +$328K +6,571 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$309K +$63.5K +1,272 +26%
BI
38
Bramshill Investments
Florida
$252K – – –
CFGS
39
Concourse Financial Group Securities
Alabama
$232K – – –
RJFSA
40
Raymond James Financial Services Advisors
Florida
$222K – – –
KAS
41
Kestra Advisory Services
Texas
$217K -$639K -12,794 -75%
GRP
42
Global Retirement Partners
California
$204K +$202K +4,056 New
CIA
43
Compass Ion Advisors
Pennsylvania
$200K +$199K +3,980 New
AA
44
Ancora Advisors
Ohio
$196K – – –
GJIA
45
Glass Jacobson Investment Advisors
Maryland
$119K +$150 +3 +0.1%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$103K +$10.5K +210 +11%
SS
47
Sunbelt Securities
Texas
$57.4K -$1.9K -38 -3%
SWM
48
Spire Wealth Management
Virginia
$37.8K +$399 +8 +1%
AF
49
Allworth Financial
California
$24.5K – – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$24K +$250 +5 +1%
1
2
3

FLTB Hedge Fund Activity: Q3 2024 in Review

57 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q3 2024, worth a combined $75M — down 0.55% from $75.4M a quarter earlier.

Fund positioning in FLTB was balanced in Q3 2024: 7 funds opened new positions, 7 closed out, 28 added to existing stakes and 11 trimmed.

The largest buyer was Great Lakes Retirement, adding an estimated $1.15M. The largest seller was Jane Street, exiting entirely with an estimated $4.25M sold.

  • 57 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q3 2024, down from 59 in Q2 2024.
  • Funds reported $75M of Fidelity Limited Term Bond ETF stock for Q3 2024, down 0.55% quarter-over-quarter.
  • 7 funds opened new Fidelity Limited Term Bond ETF positions in Q3 2024 and 7 closed out, a net change of 0 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q3 2024 was Great Lakes Retirement, an estimated $1.15M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q3 2024 was Jane Street, an estimated $4.25M sold.

Based on aggregated 13F filings for Q3 2024.