Fidelity Limited Term Bond ETF
FLTB
56 hedge funds and large institutions have $87M invested in Fidelity Limited Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 7 closing their positions.
2% less funds holding
Funds holding: 57 → 56 (-1)
2.45% less ownership
Funds ownership: 55.97% → 53.52% (-2.4%)
14% less capital invested
Capital invested by funds: $101M → $87M (-$13.8M)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
57% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.3M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$684K |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$511K |
| 4 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$382K |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.84M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.74M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$1.3M |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
-$909K |
| 5 |
Jane Street
New York
|
-$675K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Spire Wealth Management
Mclean,
Virginia
| $34.5K | +$240 | +5 | +0.7% |
|
|
AF
52
Allworth Financial
Folsom,
California
| $23.3K | – | – | – |
|
|
HI
53
Harbour Investments
Madison,
Wisconsin
| $22K | – | – | – |
|
54
AssetMark Inc
Concord,
California
| $8.94K | – | – | – |
|
|
LOIP
55
Live Oak Investment Partners
Austin,
Texas
| $5.97K | – | – | – |
|
|
FSWA
56
Financial Synergies Wealth Advisors
Houston,
Texas
| $1.63K | – | – | – |
|
57
Wells Fargo
San Francisco,
California
| $25 | – | – | – |
|
|
AA
58
Advisory Alpha
Holland,
Michigan
| – | -$909K | -18,945 | Closed |
|
59
Stifel Financial
St. Louis,
Missouri
| – | -$384K | -8,000 | Closed |
|
60
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$215K | -4,478 | Closed |
|
|
PJSIMP
61
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| – | -$212K | -4,403 | Closed |
|
62
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$15K | -313 | Closed |
|
|
GEA
63
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$10K | -209 | Closed |
|
|
FA
64
Fiduciary Alliance
Greenville,
South Carolina
| – | -$47 | -1 | Closed |
|
FLTB Hedge Fund Activity: Q3 2023 in Review
56 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q3 2023, worth a combined $87M — down 14% from $101M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FLTB and 6 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 12 added.
The largest buyer was Sigma Planning Corp, adding an estimated $1.3M. The largest seller was UBS Group, cutting an estimated $6.84M.
- 56 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q3 2023, down from 57 in Q2 2023.
- Funds reported $87M of Fidelity Limited Term Bond ETF stock for Q3 2023, down 14% quarter-over-quarter.
- 6 funds opened new Fidelity Limited Term Bond ETF positions in Q3 2023 and 7 closed out, a net change of -1 holder.
- The largest Fidelity Limited Term Bond ETF buyer in Q3 2023 was Sigma Planning Corp, an estimated $1.3M added.
- The largest Fidelity Limited Term Bond ETF seller in Q3 2023 was UBS Group, an estimated $6.84M sold.
Based on aggregated 13F filings for Q3 2023.