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Fidelity Limited Term Bond ETF

38 hedge funds and large institutions have $32.2M invested in Fidelity Limited Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3838 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2.85% less ownership

Funds ownership: 28.5%25.65% (-2.8%)

8% less capital invested

Capital invested by funds: $35M → $32.2M (-$2.86M)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
10
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFM
1
Mirsky Financial Management
New York
$6.3M +$157K +3,159 +3%
Jane Street
2
Jane Street
New York
$5.22M +$4.86M +97,718 +1,519%
Citadel Advisors
3
Citadel Advisors
Florida
$3.82M -$26.9K -541 -0.7%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.71M -$245K -4,926 -6%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.91M +$79.3K +1,597 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.17M -$1.66M -33,320 -43%
RCAG
7
Rehmann Capital Advisory Group
Michigan
$805K +$798K +16,055 New
AG
8
Advisor Group
Arizona
$778K -$119K -2,400 -13%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$766K -$76.3K -1,535 -9%
LNC
10
Lincoln National Corp
Pennsylvania
$709K +$20.6K +414 +3%
RWP
11
RWA Wealth Partners
Massachusetts
$657K -$69K -1,388 -10%
BRWA
12
B. Riley Wealth Advisors
Florida
$655K +$97.5K +1,962 +18%
UBS Group
13
UBS Group
Switzerland
$584K -$1.59M -32,070 -73%
SPC
14
Sigma Planning Corp
Michigan
$443K -$171K -3,438 -28%
GIP
15
Greatmark Investment Partners
Georgia
$372K
LPL Financial
16
LPL Financial
California
$321K -$61.7K -1,241 -16%
LI
17
LVZ Inc
Michigan
$300K -$2.17M -43,611 -88%
AWM
18
Altium Wealth Management
New York
$291K
Morgan Stanley
19
Morgan Stanley
New York
$255K +$101K +2,030 +66%
FTUS
20
Flow Traders U.S.
New York
$230K +$228K +4,584 New
AWM
21
AE Wealth Management
Kansas
$207K -$1.11M -22,400 -84%
SS
22
Simplicity Solutions
Minnesota
$207K -$1.11M -22,400 -84%
Bank of America
23
Bank of America
North Carolina
$130K +$75.5K +1,520 +142%
MWM
24
Mascoma Wealth Management
New Hampshire
$100K +$74.5K +1,500 +300%
Wells Fargo
25
Wells Fargo
California
$57K +$50 +1 +0.1%

FLTB Hedge Fund Activity: Q1 2019 in Review

38 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q1 2019, worth a combined $32.2M — down 8.2% from $35M a quarter earlier.

Fund positioning in FLTB was balanced in Q1 2019: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, adding an estimated $4.86M. The largest seller was LVZ Inc, cutting an estimated $2.17M.

  • 38 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $32.2M of Fidelity Limited Term Bond ETF stock for Q1 2019, down 8.2% quarter-over-quarter.
  • 5 funds opened new Fidelity Limited Term Bond ETF positions in Q1 2019 and 5 closed out, a net change of 0 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q1 2019 was Jane Street, an estimated $4.86M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q1 2019 was LVZ Inc, an estimated $2.17M sold.

Based on aggregated 13F filings for Q1 2019.