Fidelity Limited Term Bond ETF
FLTB
10 hedge funds and large institutions have $151M invested in Fidelity Limited Term Bond ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.
389% more capital invested
Capital invested by funds: $30.8M → $151M (+$120M)
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
67% more funds holding
Funds holding: 6 → 10 (+4)
51.89% more ownership
Funds ownership: 83.95% → 135.83% (+52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$88.4M |
| 2 |
AssetMark Inc
Concord,
California
|
+$54.3M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$2.99M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$604K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$30M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$63K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFA
1
Beaumont Financial Advisors
Needham,
Massachusetts
| $88.6M | +$88.4M | +1,757,798 | New |
|
|
2
AssetMark Inc
Concord,
California
| $54.4M | +$54.3M | +1,079,374 | New |
|
|
VKH
3
Virtu KCG Holdings
New York
| $3M | +$2.99M | +59,480 | New |
|
|
BRWA
4
B. Riley Wealth Advisors
Boca Raton,
Florida
| $2.94M | +$75.1K | +1,494 | +3% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $605K | +$604K | +12,000 | New |
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $523K | +$86.9K | +1,727 | +20% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $251K | +$250K | +4,972 | New |
|
|
WA
8
WFG Advisors
Dallas,
Texas
| $247K | +$15.1K | +301 | +7% |
|
|
IF
9
Ironwood Financial
Tucson,
Arizona
| $7K | – | – | – |
|
10
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $49 | +$48.4K | +962 | New |
|
|
11
JP Morgan Chase
New York
| – | -$30M | -600,141 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$63K | -1,254 | Closed |
|
FLTB Hedge Fund Activity: Q1 2015 in Review
10 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q1 2015, worth a combined $151M — up 389% from $30.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FLTB positions and 2 closed out — a net gain of 4 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $88.4M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $30M sold.
- 10 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q1 2015, up from 6 in Q4 2014.
- Funds reported $151M of Fidelity Limited Term Bond ETF stock for Q1 2015, up 389% quarter-over-quarter.
- 6 funds opened new Fidelity Limited Term Bond ETF positions in Q1 2015 and 2 closed out, a net change of +4 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q1 2015 was Beaumont Financial Advisors, an estimated $88.4M added.
- The largest Fidelity Limited Term Bond ETF seller in Q1 2015 was JP Morgan Chase, an estimated $30M sold.
Based on aggregated 13F filings for Q1 2015.