Fidelity Limited Term Bond ETF
FLTB
41 hedge funds and large institutions have $41.9M invested in Fidelity Limited Term Bond ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
15% more capital invested
Capital invested by funds: $36.4M → $41.9M (+$5.49M)
8% more funds holding
Funds holding: 38 → 41 (+3)
2.46% more ownership
Funds ownership: 28% → 30.46% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$4.35M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.56M |
| 3 |
MFM
Mirsky Financial Management
Rochester,
New York
|
+$607K |
| 4 |
Morgan Stanley
New York
|
+$549K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$512K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.84M |
| 2 |
Jane Street
New York
|
-$2.61M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$711K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$496K |
| 5 |
LI
LVZ Inc
Holland,
Michigan
|
-$208K |
FLTB Hedge Fund Activity: Q4 2019 in Review
41 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q4 2019, worth a combined $41.9M — up 15% from $36.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FLTB positions and 4 closed out — a net gain of 3 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $4.35M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.84M sold.
- 41 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q4 2019, up from 38 in Q3 2019.
- Funds reported $41.9M of Fidelity Limited Term Bond ETF stock for Q4 2019, up 15% quarter-over-quarter.
- 7 funds opened new Fidelity Limited Term Bond ETF positions in Q4 2019 and 4 closed out, a net change of +3 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q4 2019 was AssetMark Inc, an estimated $4.35M added.
- The largest Fidelity Limited Term Bond ETF seller in Q4 2019 was Citadel Advisors, an estimated $3.84M sold.
Based on aggregated 13F filings for Q4 2019.