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Fidelity Limited Term Bond ETF

6 hedge funds and large institutions have $30.8M invested in Fidelity Limited Term Bond ETF in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

83.95% more ownership

Funds ownership: 0%83.95% (+84%)

Holders
6
Holders Change
+6
Holders Change %
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$30M +$30.1M +600,141 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$433K +$434K +8,645 New
WA
3
WFG Advisors
Texas
$230K +$231K +4,600 New
UBS Group
4
UBS Group
Switzerland
$63K +$62.9K +1,254 New
IF
5
Ironwood Financial
Arizona
$7K +$6.53K +130 New
BRWA
6
B. Riley Wealth Advisors
Florida
$2.84K +$2.85M +56,796 New

FLTB Hedge Fund Activity: Q4 2014 in Review

6 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q4 2014, worth a combined $30.8M.

Buyers outnumbered sellers: 6 funds opened new FLTB positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $30.1M.

  • 6 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q4 2014, up from 0 in Q3 2014.
  • Funds reported $30.8M of Fidelity Limited Term Bond ETF stock for Q4 2014.
  • 6 funds opened new Fidelity Limited Term Bond ETF positions in Q4 2014 and 0 closed out, a net change of +6 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q4 2014 was JP Morgan Chase, an estimated $30.1M added.

Based on aggregated 13F filings for Q4 2014.