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Fidelity Limited Term Bond ETF

41 hedge funds and large institutions have $55.6M invested in Fidelity Limited Term Bond ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

33% more capital invested

Capital invested by funds: $41.9M → $55.6M (+$13.8M)

7.39% more ownership

Funds ownership: 30.46%37.85% (+7.4%)

0% more funds holding

Funds holding: 4141 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
11
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$15.1M +$13.6M +267,118 +746%
MFM
2
Mirsky Financial Management
New York
$8.02M +$744K +14,629 +10%
LI
3
LVZ Inc
Michigan
$5.45M +$4.64M +91,291 +506%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.42M +$4.51M +88,660 New
Citadel Advisors
5
Citadel Advisors
Florida
$3.02M +$3.08M +60,648 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.48M +$96.9K +1,907 +4%
SIA
7
Soltis Investment Advisors
Utah
$2.29M -$431K -8,483 -16%
Bank of America
8
Bank of America
North Carolina
$2.19M -$463K -9,109 -17%
AWM
9
AE Wealth Management
Kansas
$1.39M +$1.41M +27,816 New
SS
10
Simplicity Solutions
Minnesota
$1.38M +$1.4M +27,594 New
Morgan Stanley
11
Morgan Stanley
New York
$1.26M -$4.24M -83,413 -77%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.18M +$909K +17,885 +314%
BIP
13
Blueprint Investment Partners
North Carolina
$1.18M +$911K +17,925 +317%
IA
14
IFP Advisors
Florida
$829K +$19.9K +392 +2%
LPL Financial
15
LPL Financial
California
$747K +$395K +7,778 +108%
RCAG
16
Rehmann Capital Advisory Group
Michigan
$742K +$757K +14,886 New
BRWA
17
B. Riley Wealth Advisors
Florida
$581K -$84.5K -1,662 -12%
ICM
18
Islay Capital Management
Texas
$576K +$191K +3,759 +48%
COF
19
Capital One Financial
Virginia
$551K +$562K +11,055 New
RWP
20
RWA Wealth Partners
Massachusetts
$474K +$16K +315 +3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$421K -$71.6K -1,408 -14%
SPC
22
Sigma Planning Corp
Michigan
$374K -$12.3K -241 -3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$289K +$294K +5,792 New
GIP
24
Greatmark Investment Partners
Georgia
$234K
AA
25
Ancora Advisors
Ohio
$114K +$3.71K +73 +3%

FLTB Hedge Fund Activity: Q1 2020 in Review

41 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q1 2020, worth a combined $55.6M — up 33% from $41.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FLTB positions and 7 closed out — a net gain of 3 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $13.6M. The largest seller was AssetMark Inc, cutting an estimated $4.34M.

  • 41 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $55.6M of Fidelity Limited Term Bond ETF stock for Q1 2020, up 33% quarter-over-quarter.
  • 10 funds opened new Fidelity Limited Term Bond ETF positions in Q1 2020 and 7 closed out, a net change of +3 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q1 2020 was Jane Street, an estimated $13.6M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q1 2020 was AssetMark Inc, an estimated $4.34M sold.

Based on aggregated 13F filings for Q1 2020.