Fidelity Limited Term Bond ETF
FLTB
13 hedge funds and large institutions have $86.1M invested in Fidelity Limited Term Bond ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
30% more funds holding
Funds holding: 10 → 13 (+3)
43% less capital invested
Capital invested by funds: $151M → $86.1M (-$64.5M)
75.74% less ownership
Funds ownership: 135.83% → 60.1% (-76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$12.3M |
| 2 |
AssetMark Inc
Concord,
California
|
+$11.4M |
| 3 |
Jane Street
New York
|
+$1.19M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$814K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$77.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$88.6M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$1.14M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$251K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$120K |
FLTB Hedge Fund Activity: Q2 2015 in Review
13 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q2 2015, worth a combined $86.1M — down 43% from $151M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FLTB positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $12.3M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $88.6M sold.
- 13 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q2 2015, up from 10 in Q1 2015.
- Funds reported $86.1M of Fidelity Limited Term Bond ETF stock for Q2 2015, down 43% quarter-over-quarter.
- 5 funds opened new Fidelity Limited Term Bond ETF positions in Q2 2015 and 2 closed out, a net change of +3 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q2 2015 was Commonwealth Equity Services, an estimated $12.3M added.
- The largest Fidelity Limited Term Bond ETF seller in Q2 2015 was Beaumont Financial Advisors, an estimated $88.6M sold.
Based on aggregated 13F filings for Q2 2015.