Fidelity Limited Term Bond ETF
FLTB
55 hedge funds and large institutions have $142M invested in Fidelity Limited Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 5 closing their positions.
550% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 4
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
85% more capital invested
Capital invested by funds: $76.8M → $142M (+$65M)
22% more funds holding
Funds holding: 45 → 55 (+10)
14.45% more ownership
Funds ownership: 32.57% → 47.01% (+14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$13.1M |
| 2 |
NPF
Norris Perne & French
Grand Rapids,
Michigan
|
+$9.47M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.25M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.46M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$4.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$276K |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$264K |
| 3 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
-$227K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$99.1K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$43.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $12K | -$5.26K | -100 | -30% |
|
52
Fifth Third Bancorp
Cincinnati,
Ohio
| $3K | – | – | – |
|
|
AWA
53
Arkadios Wealth Advisors
Atlanta,
Georgia
| $3K | +$2.31K | +44 | +293% |
|
|
SS
54
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$264K | -5,000 | Closed |
|
|
KOMWMG
55
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| – | -$227K | -4,299 | Closed |
|
|
56
Wells Fargo
San Francisco,
California
| – | -$43.2K | -821 | -100% |
|
|
BWM
57
Birchcreek Wealth Management
Miami Township,
Ohio
| – | -$28K | -536 | Closed |
|
|
MCC
58
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$6K | -115 | Closed |
|
|
IA
59
Inspire Advisors
Meridian,
Idaho
| – | -$3K | -61 | Closed |
|
60
Fidelity Investments
Boston,
Massachusetts
| – | +$158 | +3 | New |
|
FLTB Hedge Fund Activity: Q1 2021 in Review
55 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q1 2021, worth a combined $142M — up 85% from $76.8M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FLTB positions and 5 closed out — a net gain of 12 holders — while 26 added to existing stakes and 4 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $13.1M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $276K.
- 55 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q1 2021, up from 45 in Q4 2020.
- Funds reported $142M of Fidelity Limited Term Bond ETF stock for Q1 2021, up 85% quarter-over-quarter.
- 17 funds opened new Fidelity Limited Term Bond ETF positions in Q1 2021 and 5 closed out, a net change of +12 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q1 2021 was AssetMark Inc, an estimated $13.1M added.
- The largest Fidelity Limited Term Bond ETF seller in Q1 2021 was Cambridge Investment Research Advisors, an estimated $276K sold.
Based on aggregated 13F filings for Q1 2021.