Fidelity Limited Term Bond ETF
FLTB
59 hedge funds and large institutions have $101M invested in Fidelity Limited Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 20 closing their positions.
4.8% less ownership
Funds ownership: 60.52% → 55.72% (-4.8%)
16% less funds holding
Funds holding: 70 → 59 (-11)
42% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 26
46% less capital invested
Capital invested by funds: $186M → $101M (-$85.1M)
50% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 20
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.81M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$3.22M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.78M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.11M |
| 5 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
+$894K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$50.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.37M |
| 4 |
ACM
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
-$3.04M |
| 5 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$2.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
76
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$8.46K | -176 | Closed |
|
77
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$5.56K | -116 | Closed |
|
|
NA
78
NewEdge Advisors
New Orleans,
Louisiana
| – | -$5.47K | -114 | Closed |
|
79
Fidelity Investments
Boston,
Massachusetts
| – | -$384 | -8 | Closed |
|
|
FA
80
Fiduciary Alliance
Greenville,
South Carolina
| – | -$47 | -1 | Closed |
|
FLTB Hedge Fund Activity: Q1 2023 in Review
59 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q1 2023, worth a combined $101M — down 46% from $186M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of FLTB and 10 opened new positions — a net loss of 10 holders — while 26 trimmed existing stakes and 15 added.
The largest buyer was Bank of America, adding an estimated $4.81M. The largest seller was AssetMark Inc, cutting an estimated $50.6M.
- 59 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q1 2023, down from 70 in Q4 2022.
- Funds reported $101M of Fidelity Limited Term Bond ETF stock for Q1 2023, down 46% quarter-over-quarter.
- 10 funds opened new Fidelity Limited Term Bond ETF positions in Q1 2023 and 20 closed out, a net change of -10 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q1 2023 was Bank of America, an estimated $4.81M added.
- The largest Fidelity Limited Term Bond ETF seller in Q1 2023 was AssetMark Inc, an estimated $50.6M sold.
Based on aggregated 13F filings for Q1 2023.