We are live on ! Find out more
FLTB icon

Fidelity Limited Term Bond ETF

25 hedge funds and large institutions have $17.2M invested in Fidelity Limited Term Bond ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

9% more funds holding

Funds holding: 2325 (+2)

0.98% less ownership

Funds ownership: 15.2%14.23% (-0.98%)

6% less capital invested

Capital invested by funds: $18.4M → $17.2M (-$1.17M)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.08M -$454K -8,972 -8%
BRWA
2
B. Riley Wealth Advisors
Florida
$4.03M +$370K +7,320 +10%
Jane Street
3
Jane Street
New York
$1.7M -$2.88M -56,973 -63%
SPC
4
Sigma Planning Corp
Michigan
$1.61M +$304K +6,021 +23%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.09M +$135K +2,662 +14%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$643K +$313K +6,188 +95%
VF
7
Virtu Financial
New York
$473K +$474K +9,381 New
CFD
8
Creative Financial Designs
Indiana
$436K -$58.5K -1,156 -12%
Morgan Stanley
9
Morgan Stanley
New York
$436K +$423K +8,372 +3,101%
Citadel Advisors
10
Citadel Advisors
Florida
$366K +$50.9K +1,007 +16%
GIP
11
Greatmark Investment Partners
Georgia
$365K
RJFSA
12
Raymond James Financial Services Advisors
Florida
$350K -$185K -3,666 -35%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$339K +$339K +6,712 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$178K +$158K +3,122 +761%
MWM
15
Mascoma Wealth Management
New Hampshire
$30K +$29.8K +590 New
UBS Group
16
UBS Group
Switzerland
$27K +$27K +534 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$23K +$19.1K +377 +503%
PWM
18
Perigon Wealth Management
California
$18K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$18K +$4.86K +96 +42%
Bank of America
20
Bank of America
North Carolina
$10K
NFG
21
Next Financial Group
Texas
$9K
IF
22
Ironwood Financial
Arizona
$7K
AssetMark Inc
23
AssetMark Inc
California
$2K
BlackRock
24
BlackRock
New York
$1K
SEI Investments
25
SEI Investments
Pennsylvania
$1K

FLTB Hedge Fund Activity: Q3 2017 in Review

25 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q3 2017, worth a combined $17.2M — down 6.4% from $18.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FLTB positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $474K. The largest seller was Jane Street, cutting an estimated $2.88M.

  • 25 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q3 2017, up from 23 in Q2 2017.
  • Funds reported $17.2M of Fidelity Limited Term Bond ETF stock for Q3 2017, down 6.4% quarter-over-quarter.
  • 4 funds opened new Fidelity Limited Term Bond ETF positions in Q3 2017 and 1 closed out, a net change of +3 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q3 2017 was Virtu Financial, an estimated $474K added.
  • The largest Fidelity Limited Term Bond ETF seller in Q3 2017 was Jane Street, an estimated $2.88M sold.

Based on aggregated 13F filings for Q3 2017.