Fidelity Limited Term Bond ETF
FLTB
25 hedge funds and large institutions have $21.5M invested in Fidelity Limited Term Bond ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
25% more capital invested
Capital invested by funds: $17.2M → $21.5M (+$4.24M)
3.71% more ownership
Funds ownership: 14.23% → 17.94% (+3.7%)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.77M |
| 3 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$798K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$675K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$436K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$815K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$615K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$366K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$116K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$27K |
FLTB Hedge Fund Activity: Q4 2017 in Review
25 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q4 2017, worth a combined $21.5M — up 25% from $17.2M a quarter earlier.
Fund positioning in FLTB was balanced in Q4 2017: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 7 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $2M. The largest seller was Sigma Planning Corp, cutting an estimated $815K.
- 25 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $21.5M of Fidelity Limited Term Bond ETF stock for Q4 2017, up 25% quarter-over-quarter.
- 4 funds opened new Fidelity Limited Term Bond ETF positions in Q4 2017 and 4 closed out, a net change of 0 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q4 2017 was AssetMark Inc, an estimated $2M added.
- The largest Fidelity Limited Term Bond ETF seller in Q4 2017 was Sigma Planning Corp, an estimated $815K sold.
Based on aggregated 13F filings for Q4 2017.