Fidelity Limited Term Bond ETF
FLTB
55 hedge funds and large institutions have $72.5M invested in Fidelity Limited Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 5 closing their positions.
0% more funds holding
Funds holding: 55 → 55 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
11.09% less ownership
Funds ownership: 61.22% → 50.13% (-11%)
27% less capital invested
Capital invested by funds: $99.4M → $72.5M (-$26.8M)
44% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$3.46M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.1M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$415K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$341K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$297K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$8.17M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.22M |
| 3 |
Morgan Stanley
New York
|
-$4.13M |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$3.52M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
51
Capital Advisors Ltd
Shaker Heights,
Ohio
| $9K | – | – | – |
|
|
CAM
52
Clarity Asset Management
Ames,
Iowa
| $6.19K | +$49 | +1 | +0.8% |
|
|
FSWA
53
Financial Synergies Wealth Advisors
Houston,
Texas
| $1.91K | +$1.91K | +39 | New |
|
54
Wells Fargo
San Francisco,
California
| $49 | – | – | – |
|
55
Fidelity Investments
Boston,
Massachusetts
| $49 | +$49 | +1 | New |
|
|
OFG
56
OmniStar Financial Group
Wilmington,
North Carolina
| – | -$559K | -11,369 | Closed |
|
|
NFP
57
Narus Financial Partners
Salt Lake City,
Utah
| – | -$248K | -5,035 | Closed |
|
|
ASN
58
Advisory Services Network
Atlanta,
Georgia
| – | -$49.4K | -1,005 | Closed |
|
|
NMG
59
New Millennium Group
Sandy,
Utah
| – | -$39.4K | -803 | Closed |
|
60
Jones Financial Companies
Des Peres,
Missouri
| – | -$9.84K | -200 | Closed |
|
FLTB Hedge Fund Activity: Q1 2024 in Review
55 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q1 2024, worth a combined $72.5M — down 27% from $99.4M a quarter earlier.
Fund positioning in FLTB was balanced in Q1 2024: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 25 trimmed.
The largest buyer was Regal Investment Advisors, opening a new position worth an estimated $3.46M. The largest seller was Jane Street, cutting an estimated $8.17M.
- 55 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $72.5M of Fidelity Limited Term Bond ETF stock for Q1 2024, down 27% quarter-over-quarter.
- 5 funds opened new Fidelity Limited Term Bond ETF positions in Q1 2024 and 5 closed out, a net change of 0 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q1 2024 was Regal Investment Advisors, an estimated $3.46M added.
- The largest Fidelity Limited Term Bond ETF seller in Q1 2024 was Jane Street, an estimated $8.17M sold.
Based on aggregated 13F filings for Q1 2024.