Fidelity Limited Term Bond ETF
FLTB
58 hedge funds and large institutions have $155M invested in Fidelity Limited Term Bond ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
14% more funds holding
Funds holding: 51 → 58 (+7)
12% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 17
1.59% more ownership
Funds ownership: 50.82% → 52.42% (+1.6%)
1% more capital invested
Capital invested by funds: $154M → $155M (+$1.34M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$3.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.02M |
| 3 |
GWM
GSB Wealth Management
Guilford,
Connecticut
|
+$1.82M |
| 4 |
Morgan Stanley
New York
|
+$1.56M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$946K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.54M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$2.86M |
| 3 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
-$2.75M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.49M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$697K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Spire Wealth Management
Mclean,
Virginia
| $36K | +$52 | +1 | +0.1% |
|
52
Wells Fargo
San Francisco,
California
| $28K | +$28.6K | +550 | New |
|
|
NFG
53
Next Financial Group
Houston,
Texas
| $25K | +$25.4K | +489 | New |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $19K | – | – | – |
|
|
TWA
55
TCI Wealth Advisors
Tucson,
Arizona
| $17K | – | – | – |
|
|
KFP
56
KB Financial Partners
Princeton,
New Jersey
| $6K | +$6.33K | +122 | New |
|
57
AssetMark Inc
Concord,
California
| $2K | -$25.8K | -496 | -93% |
|
|
BPA
58
Beacon Pointe Advisors
Newport Beach,
California
| – | -$2.86M | -54,741 | Closed |
|
|
HI
59
Harbour Investments
Madison,
Wisconsin
| – | -$1.49M | -28,592 | Closed |
|
|
GRP
60
Global Retirement Partners
San Rafael,
California
| – | -$568K | -10,866 | Closed |
|
|
PAG
61
Private Advisor Group
Morristown,
New Jersey
| – | -$478K | -9,135 | Closed |
|
62
Fifth Third Bancorp
Cincinnati,
Ohio
| – | +$363 | +7 | New |
|
FLTB Hedge Fund Activity: Q4 2021 in Review
58 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q4 2021, worth a combined $155M — up 0.87% from $154M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FLTB positions and 5 closed out — a net gain of 7 holders — while 19 added to existing stakes and 17 trimmed.
The largest buyer was Flagship Harbor Advisors, opening a new position worth an estimated $3.3M. The largest seller was Citadel Advisors, cutting an estimated $3.54M.
- 58 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q4 2021, up from 51 in Q3 2021.
- Funds reported $155M of Fidelity Limited Term Bond ETF stock for Q4 2021, up 0.87% quarter-over-quarter.
- 12 funds opened new Fidelity Limited Term Bond ETF positions in Q4 2021 and 5 closed out, a net change of +7 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q4 2021 was Flagship Harbor Advisors, an estimated $3.3M added.
- The largest Fidelity Limited Term Bond ETF seller in Q4 2021 was Citadel Advisors, an estimated $3.54M sold.
Based on aggregated 13F filings for Q4 2021.