Fidelity Limited Term Bond ETF
FLTB
70 hedge funds and large institutions have $186M invested in Fidelity Limited Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 7 closing their positions.
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
36% more capital invested
Capital invested by funds: $137M → $186M (+$49M)
35% more funds holding
Funds holding: 52 → 70 (+18)
2.59% more ownership
Funds ownership: 57.93% → 60.52% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
30% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$50M |
| 2 |
Jane Street
New York
|
+$7.68M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.02M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.11M |
| 5 |
ACM
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
+$3.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
-$10.7M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$6.97M |
| 3 |
NPF
Norris Perne & French
Grand Rapids,
Michigan
|
-$5.72M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$5.2M |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$3.06M |
FLTB Hedge Fund Activity: Q4 2022 in Review
70 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q4 2022, worth a combined $186M — up 36% from $137M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FLTB positions and 7 closed out — a net gain of 18 holders — while 16 added to existing stakes and 23 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $50M. The largest seller was LVZ Inc, cutting an estimated $10.7M.
- 70 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q4 2022, up from 52 in Q3 2022.
- Funds reported $186M of Fidelity Limited Term Bond ETF stock for Q4 2022, up 36% quarter-over-quarter.
- 25 funds opened new Fidelity Limited Term Bond ETF positions in Q4 2022 and 7 closed out, a net change of +18 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q4 2022 was AssetMark Inc, an estimated $50M added.
- The largest Fidelity Limited Term Bond ETF seller in Q4 2022 was LVZ Inc, an estimated $10.7M sold.
Based on aggregated 13F filings for Q4 2022.