Fidelity Limited Term Bond ETF
FLTB
19 hedge funds and large institutions have $87.2M invested in Fidelity Limited Term Bond ETF in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
320% more capital invested
Capital invested by funds: $20.8M → $87.2M (+$66.5M)
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
111% more funds holding
Funds holding: 9 → 19 (+10)
5.06% more ownership
Funds ownership: 43.77% → 48.83% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$45.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.5M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$6.45M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.5M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$919K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$659K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$148K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$4.26K |
FLTB Hedge Fund Activity: Q4 2015 in Review
19 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q4 2015, worth a combined $87.2M — up 320% from $20.8M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FLTB positions and 1 closed out — a net gain of 11 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $45.7M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $659K sold.
- 19 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q4 2015, up from 9 in Q3 2015.
- Funds reported $87.2M of Fidelity Limited Term Bond ETF stock for Q4 2015, up 320% quarter-over-quarter.
- 12 funds opened new Fidelity Limited Term Bond ETF positions in Q4 2015 and 1 closed out, a net change of +11 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q4 2015 was AssetMark Inc, an estimated $45.7M added.
- The largest Fidelity Limited Term Bond ETF seller in Q4 2015 was Virtu KCG Holdings, an estimated $659K sold.
Based on aggregated 13F filings for Q4 2015.