Fidelity Limited Term Bond ETF
FLTB
58 hedge funds and large institutions have $148M invested in Fidelity Limited Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
3.09% more ownership
Funds ownership: 52.42% → 55.51% (+3.1%)
0% more funds holding
Funds holding: 58 → 58 (0)
4% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 23
5% less capital invested
Capital invested by funds: $155M → $148M (-$7.44M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$7.15M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$6.48M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$4.72M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.33M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
-$4.35M |
| 2 |
Morgan Stanley
New York
|
-$1.12M |
| 3 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$979K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$944K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$932K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $18K | +$51 | +1 | +0.3% |
|
|
TWA
52
TCI Wealth Advisors
Tucson,
Arizona
| $17K | – | – | – |
|
|
MCC
53
Money Concepts Capital
Palm Beach Gardens,
Florida
| $16K | +$16.1K | +318 | New |
|
|
OLVIG
54
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $3K | +$2.99K | +59 | New |
|
55
AssetMark Inc
Concord,
California
| $2K | – | – | – |
|
|
SW
56
SVB Wealth
Boston,
Massachusetts
| – | -$979K | -18,910 | Closed |
|
|
57
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$944K | -18,221 | Closed |
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$588K | -11,360 | Closed |
|
|
UCFA
59
United Capital Financial Advisors
Irving,
Texas
| – | -$206K | -3,980 | Closed |
|
60
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$52K | -1,012 | Closed |
|
61
Wells Fargo
San Francisco,
California
| – | -$27.9K | -549 | -100% |
|
|
KFP
62
KB Financial Partners
Princeton,
New Jersey
| – | -$6K | -122 | Closed |
|
63
Fidelity Investments
Boston,
Massachusetts
| – | +$51 | +1 | +100% |
|
FLTB Hedge Fund Activity: Q1 2022 in Review
58 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q1 2022, worth a combined $148M — down 4.8% from $155M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FLTB positions and 6 closed out — a net gain of 3 holders — while 22 added to existing stakes and 23 trimmed.
The largest buyer was Jane Street, adding an estimated $7.15M. The largest seller was LVZ Inc, cutting an estimated $4.35M.
- 58 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $148M of Fidelity Limited Term Bond ETF stock for Q1 2022, down 4.8% quarter-over-quarter.
- 9 funds opened new Fidelity Limited Term Bond ETF positions in Q1 2022 and 6 closed out, a net change of +3 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q1 2022 was Jane Street, an estimated $7.15M added.
- The largest Fidelity Limited Term Bond ETF seller in Q1 2022 was LVZ Inc, an estimated $4.35M sold.
Based on aggregated 13F filings for Q1 2022.