Fidelity Limited Term Bond ETF
FLTB
52 hedge funds and large institutions have $137M invested in Fidelity Limited Term Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 7 closing their positions.
1.5% more ownership
Funds ownership: 56.43% → 57.93% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $139M → $137M (-$1.9M)
2% less funds holding
Funds holding: 53 → 52 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
30% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
+$12.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.84M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.39M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$389K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.4M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.72M |
| 3 |
NPF
Norris Perne & French
Grand Rapids,
Michigan
|
-$1.64M |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$1.51M |
| 5 |
ICM
Islay Capital Management
Lubbock,
Texas
|
-$834K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
AssetMark Inc
Concord,
California
| $1K | -$292 | -6 | -17% |
|
|
BRWA
52
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$526K | -10,802 | Closed |
|
|
AAS
53
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$221K | -4,544 | Closed |
|
|
ASN
54
Advisory Services Network
Atlanta,
Georgia
| – | -$212K | -4,369 | Closed |
|
|
PFGIA
55
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$37K | -759 | Closed |
|
|
SWM
56
SeaCrest Wealth Management
Purchase,
New York
| – | -$24K | -500 | Closed |
|
57
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$18K | -368 | Closed |
|
|
OLVIG
58
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$10K | -200 | Closed |
|
59
Fidelity Investments
Boston,
Massachusetts
| – | +$49 | +1 | New |
|
FLTB Hedge Fund Activity: Q3 2022 in Review
52 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q3 2022, worth a combined $137M — down 1.4% from $139M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FLTB and 6 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 16 added.
The largest buyer was LVZ Inc, opening a new position worth an estimated $12.1M. The largest seller was Jane Street, cutting an estimated $6.4M.
- 52 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q3 2022, down from 53 in Q2 2022.
- Funds reported $137M of Fidelity Limited Term Bond ETF stock for Q3 2022, down 1.4% quarter-over-quarter.
- 6 funds opened new Fidelity Limited Term Bond ETF positions in Q3 2022 and 7 closed out, a net change of -1 holder.
- The largest Fidelity Limited Term Bond ETF buyer in Q3 2022 was LVZ Inc, an estimated $12.1M added.
- The largest Fidelity Limited Term Bond ETF seller in Q3 2022 was Jane Street, an estimated $6.4M sold.
Based on aggregated 13F filings for Q3 2022.