Fidelity Limited Term Bond ETF
FLTB
53 hedge funds and large institutions have $221M invested in Fidelity Limited Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 5 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 16
56% more capital invested
Capital invested by funds: $142M → $221M (+$79.1M)
4.37% more ownership
Funds ownership: 47.01% → 51.39% (+4.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 55 → 53 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$71.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.38M |
| 3 |
NPF
Norris Perne & French
Grand Rapids,
Michigan
|
+$4.49M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$4.16M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.69M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$3.4M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
-$3.35M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$3.07M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$2.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWA
51
TCI Wealth Advisors
Tucson,
Arizona
| $18K | – | – | – |
|
|
AWA
52
Arkadios Wealth Advisors
Atlanta,
Georgia
| $3K | – | – | – |
|
|
OIA
53
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$2.43M | -46,446 | Closed |
|
|
SFS
54
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$84K | -1,600 | Closed |
|
|
AIC
55
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$58.2K | -1,113 | Closed |
|
|
MWM
56
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$52K | -1,000 | Closed |
|
57
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -60 | Closed |
|
58
Fidelity Investments
Boston,
Massachusetts
| – | -$105 | -2 | -67% |
|
FLTB Hedge Fund Activity: Q2 2021 in Review
53 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q2 2021, worth a combined $221M — up 56% from $142M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FLTB and 3 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 26 added.
The largest buyer was AssetMark Inc, adding an estimated $71.3M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.69M.
- 53 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q2 2021, down from 55 in Q1 2021.
- Funds reported $221M of Fidelity Limited Term Bond ETF stock for Q2 2021, up 56% quarter-over-quarter.
- 3 funds opened new Fidelity Limited Term Bond ETF positions in Q2 2021 and 5 closed out, a net change of -2 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q2 2021 was AssetMark Inc, an estimated $71.3M added.
- The largest Fidelity Limited Term Bond ETF seller in Q2 2021 was Commonwealth Equity Services, an estimated $4.69M sold.
Based on aggregated 13F filings for Q2 2021.