Fidelity Limited Term Bond ETF
FLTB
61 hedge funds and large institutions have $603M invested in Fidelity Limited Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 6 closing their positions.
705% more capital invested
Capital invested by funds: $75M → $603M (+$528M)
164% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 11
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
8.46% more ownership
Funds ownership: 48.79% → 57.25% (+8.5%)
7% more funds holding
Funds holding: 57 → 61 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$15.4M |
| 2 |
Morgan Stanley
New York
|
+$3.97M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.62M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.24M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.22M |
| 2 |
WAM
WNY Asset Management
Williamsville,
New York
|
-$749K |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$555K |
| 4 |
SMAM
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
-$352K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$343K |
FLTB Hedge Fund Activity: Q4 2024 in Review
61 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q4 2024, worth a combined $603M — up 705% from $75M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FLTB positions and 6 closed out — a net gain of 5 holders — while 29 added to existing stakes and 11 trimmed.
The largest buyer was UBS Group, adding an estimated $15.4M. The largest seller was Envestnet Asset Management, cutting an estimated $2.22M.
- 61 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q4 2024, up from 57 in Q3 2024.
- Funds reported $603M of Fidelity Limited Term Bond ETF stock for Q4 2024, up 705% quarter-over-quarter.
- 11 funds opened new Fidelity Limited Term Bond ETF positions in Q4 2024 and 6 closed out, a net change of +5 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q4 2024 was UBS Group, an estimated $15.4M added.
- The largest Fidelity Limited Term Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $2.22M sold.
Based on aggregated 13F filings for Q4 2024.