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Fidelity Limited Term Bond ETF

38 hedge funds and large institutions have $36.4M invested in Fidelity Limited Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

20% more capital invested

Capital invested by funds: $30.3M → $36.4M (+$6.09M)

12% more funds holding

Funds holding: 3438 (+4)

3.63% more ownership

Funds ownership: 24.37%28% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
16
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFM
1
Mirsky Financial Management
New York
$6.84M +$265K +5,215 +4%
Morgan Stanley
2
Morgan Stanley
New York
$4.99M +$1.41M +27,605 +39%
Jane Street
3
Jane Street
New York
$4.43M +$3.92M +77,019 +778%
Citadel Advisors
4
Citadel Advisors
Florida
$3.84M +$394K +7,737 +11%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.83M -$73.5K -1,444 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.15M +$146K +2,875 +7%
LI
7
LVZ Inc
Michigan
$1.13M +$413K +8,115 +58%
AG
8
Advisor Group
Arizona
$1.09M +$361K +7,096 +50%
PAG
9
Private Advisor Group
New Jersey
$925K +$693K +13,611 +301%
FTUS
10
Flow Traders U.S.
New York
$905K -$2.2M -43,123 -71%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$785K +$11.5K +226 +1%
BRWA
12
B. Riley Wealth Advisors
Florida
$734K -$18.9K -372 -3%
IA
13
IFP Advisors
Florida
$732K +$732K +14,374 New
RWP
14
RWA Wealth Partners
Massachusetts
$673K +$3.21K +63 +0.5%
UBS Group
15
UBS Group
Switzerland
$634K +$40.7K +800 +7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$547K -$18.3K -359 -3%
LPL Financial
17
LPL Financial
California
$403K +$162K +3,179 +67%
SPC
18
Sigma Planning Corp
Michigan
$353K +$17.2K +337 +5%
AWM
19
Altium Wealth Management
New York
$291K -$5.09K -100 -2%
GIP
20
Greatmark Investment Partners
Georgia
$239K -$7.64K -150 -3%
LNC
21
Lincoln National Corp
Pennsylvania
$230K +$230K +4,519 New
UCFA
22
United Capital Financial Advisors
Texas
$203K +$203K +3,980 New
Bank of America
23
Bank of America
North Carolina
$146K +$27.6K +542 +23%
SFS
24
Sowell Financial Services
Arkansas
$81K +$81.4K +1,600 New
Wells Fargo
25
Wells Fargo
California
$58K +$51 +1 +0.1%

FLTB Hedge Fund Activity: Q3 2019 in Review

38 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q3 2019, worth a combined $36.4M — up 20% from $30.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FLTB positions and 2 closed out — a net gain of 4 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $3.92M. The largest seller was Flow Traders U.S., cutting an estimated $2.2M.

  • 38 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q3 2019, up from 34 in Q2 2019.
  • Funds reported $36.4M of Fidelity Limited Term Bond ETF stock for Q3 2019, up 20% quarter-over-quarter.
  • 6 funds opened new Fidelity Limited Term Bond ETF positions in Q3 2019 and 2 closed out, a net change of +4 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q3 2019 was Jane Street, an estimated $3.92M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q3 2019 was Flow Traders U.S., an estimated $2.2M sold.

Based on aggregated 13F filings for Q3 2019.