Fidelity Limited Term Bond ETF
FLTB
55 hedge funds and large institutions have $99.4M invested in Fidelity Limited Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 7 closing their positions.
14% more capital invested
Capital invested by funds: $87M → $99.4M (+$12.4M)
7.69% more ownership
Funds ownership: 53.52% → 61.22% (+7.7%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2% less funds holding
Funds holding: 56 → 55 (-1)
22% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$8.15M |
| 2 |
Morgan Stanley
New York
|
+$4.38M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.65M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.64M |
| 5 |
H
HoyleCohen
San Diego,
California
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.42M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.16M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$749K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$572K |
| 5 |
WMR
Wealth Management Resources
Smithfield,
Rhode Island
|
-$555K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
51
Principal Securities
Des Moines,
Iowa
| $19.4K | +$19.1K | +395 | New |
|
52
Jones Financial Companies
Des Peres,
Missouri
| $9.84K | +$9.65K | +200 | New |
|
|
CAL
53
Capital Advisors Ltd
Shaker Heights,
Ohio
| $9K | -$118K | -2,451 | -93% |
|
|
LOIP
54
Live Oak Investment Partners
Austin,
Texas
| $6.15K | – | – | – |
|
|
CAM
55
Clarity Asset Management
Ames,
Iowa
| $6.15K | +$6.03K | +125 | New |
|
56
Wells Fargo
San Francisco,
California
| $30 | – | – | – |
|
|
AWS
57
Atria Wealth Solutions
New York
| – | -$572K | -11,960 | Closed |
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$328K | -6,866 | Closed |
|
|
ACM
59
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$260K | -5,447 | Closed |
|
60
Fidelity Investments
Boston,
Massachusetts
| – | -$240K | -5,018 | Closed |
|
61
Mariner
Overland Park,
Kansas
| – | -$201K | -4,210 | Closed |
|
62
AssetMark Inc
Concord,
California
| – | -$8.94K | -187 | Closed |
|
|
FSWA
63
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$1.63K | -32 | Closed |
|
FLTB Hedge Fund Activity: Q4 2023 in Review
55 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q4 2023, worth a combined $99.4M — up 14% from $87M a quarter earlier.
Fund positioning in FLTB was balanced in Q4 2023: 7 funds opened new positions, 7 closed out, 18 added to existing stakes and 23 trimmed.
The largest buyer was Jane Street, adding an estimated $8.15M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.42M.
- 55 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q4 2023, down from 56 in Q3 2023.
- Funds reported $99.4M of Fidelity Limited Term Bond ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 7 funds opened new Fidelity Limited Term Bond ETF positions in Q4 2023 and 7 closed out, a net change of 0 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q4 2023 was Jane Street, an estimated $8.15M added.
- The largest Fidelity Limited Term Bond ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $2.42M sold.
Based on aggregated 13F filings for Q4 2023.