Fidelity Limited Term Bond ETF
FLTB
53 hedge funds and large institutions have $139M invested in Fidelity Limited Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 28 reducing their positions, and 10 closing their positions.
0.92% more ownership
Funds ownership: 55.51% → 56.43% (+0.92%)
6% less capital invested
Capital invested by funds: $148M → $139M (-$8.72M)
9% less funds holding
Funds holding: 58 → 53 (-5)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
54% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.91M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.57M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.5M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.26M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$842K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPF
Norris Perne & French
Grand Rapids,
Michigan
|
-$5.29M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
-$4.52M |
| 3 |
Morgan Stanley
New York
|
-$3.65M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$3.53M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$3.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWA
51
TCI Wealth Advisors
Tucson,
Arizona
| $16K | – | – | – |
|
|
OLVIG
52
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $10K | +$6.92K | +141 | +239% |
|
53
AssetMark Inc
Concord,
California
| $2K | – | – | – |
|
|
LI
54
LVZ Inc
Holland,
Michigan
| – | -$4.52M | -90,881 | Closed |
|
|
FHA
55
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$3.05M | -61,255 | Closed |
|
|
AWM
56
AE Wealth Management
Topeka,
Kansas
| – | -$453K | -9,103 | Closed |
|
|
CW
57
CreativeOne Wealth
Overland Park,
Kansas
| – | -$207K | -4,166 | Closed |
|
|
MWM
58
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$174K | -3,500 | Closed |
|
59
Koshinski Asset Management
Decatur,
Illinois
| – | -$144K | -2,894 | Closed |
|
|
MCC
60
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$16K | -318 | Closed |
|
61
Wells Fargo
San Francisco,
California
| – | -$49 | -1 | Closed |
|
FLTB Hedge Fund Activity: Q2 2022 in Review
53 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q2 2022, worth a combined $139M — down 5.9% from $148M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of FLTB and 5 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 13 added.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $8.91M. The largest seller was Norris Perne & French, cutting an estimated $5.29M.
- 53 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q2 2022, down from 58 in Q1 2022.
- Funds reported $139M of Fidelity Limited Term Bond ETF stock for Q2 2022, down 5.9% quarter-over-quarter.
- 5 funds opened new Fidelity Limited Term Bond ETF positions in Q2 2022 and 10 closed out, a net change of -5 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q2 2022 was Mercer Global Advisors, an estimated $8.91M added.
- The largest Fidelity Limited Term Bond ETF seller in Q2 2022 was Norris Perne & French, an estimated $5.29M sold.
Based on aggregated 13F filings for Q2 2022.