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Fidelity Limited Term Bond ETF

34 hedge funds and large institutions have $30.3M invested in Fidelity Limited Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 2 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 in top 10

Funds holding in top 10: 11 (0)

1.28% less ownership

Funds ownership: 25.65%24.37% (-1.3%)

6% less capital invested

Capital invested by funds: $32.2M → $30.3M (-$1.88M)

11% less funds holding

Funds holding: 3834 (-4)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
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
$6.55M +$180K +3,571 +3%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$3.89M +$941K +18,725 +32%
Morgan Stanley
3
Morgan Stanley
New York
$3.57M +$3.28M +65,303 +1,284%
Citadel Advisors
4
Citadel Advisors
Florida
$3.44M -$424K -8,428 -11%
FTUS
5
Flow Traders U.S.
New York
$3.09M +$2.83M +56,306 +1,228%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.99M -$207K -4,116 -9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$770K +$764K +15,188 New
BRWA
8
B. Riley Wealth Advisors
Florida
$749K +$86.4K +1,718 +13%
RCAG
9
Rehmann Capital Advisory Group
Michigan
$739K -$74.3K -1,477 -9%
AG
10
Advisor Group
Arizona
$728K -$58.8K -1,169 -8%
LI
11
LVZ Inc
Michigan
$710K +$404K +8,031 +134%
RWP
12
RWA Wealth Partners
Massachusetts
$667K +$2.06K +41 +0.3%
UBS Group
13
UBS Group
Switzerland
$591K -$50 -1 -0%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$563K -$211K -4,187 -27%
Jane Street
15
Jane Street
New York
$502K -$4.74M -94,251 -90%
SPC
16
Sigma Planning Corp
Michigan
$334K -$113K -2,244 -25%
AWM
17
Altium Wealth Management
New York
$295K
GIP
18
Greatmark Investment Partners
Georgia
$246K -$129K -2,574 -35%
LPL Financial
19
LPL Financial
California
$239K -$84.6K -1,683 -26%
PAG
20
Private Advisor Group
New Jersey
$229K +$227K +4,524 New
Bank of America
21
Bank of America
North Carolina
$117K -$13.9K -277 -11%
MWM
22
Mascoma Wealth Management
New Hampshire
$101K
Wells Fargo
23
Wells Fargo
California
$58K -$50 -1 -0.1%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$40K
ASN
25
Advisory Services Network
Georgia
$22K -$19.9K -396 -48%

FLTB Hedge Fund Activity: Q2 2019 in Review

34 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q2 2019, worth a combined $30.3M — down 5.9% from $32.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FLTB and 2 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 10 added.

The largest buyer was Morgan Stanley, adding an estimated $3.28M. The largest seller was Jane Street, cutting an estimated $4.74M.

  • 34 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q2 2019, down from 38 in Q1 2019.
  • Funds reported $30.3M of Fidelity Limited Term Bond ETF stock for Q2 2019, down 5.9% quarter-over-quarter.
  • 2 funds opened new Fidelity Limited Term Bond ETF positions in Q2 2019 and 5 closed out, a net change of -3 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $3.28M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q2 2019 was Jane Street, an estimated $4.74M sold.

Based on aggregated 13F filings for Q2 2019.