Fidelity Limited Term Bond ETF
FLTB
34 hedge funds and large institutions have $86.6M invested in Fidelity Limited Term Bond ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 12 closing their positions.
56% more capital invested
Capital invested by funds: $55.6M → $86.6M (+$31M)
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.22% less ownership
Funds ownership: 37.85% → 37.63% (-0.22%)
17% less funds holding
Funds holding: 41 → 34 (-7)
58% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$46.6M |
| 2 |
Morgan Stanley
New York
|
+$2.98M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.76M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$741K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$14.1M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
-$4.65M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.02M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.39M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.38M |
FLTB Hedge Fund Activity: Q2 2020 in Review
34 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q2 2020, worth a combined $86.6M — up 56% from $55.6M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of FLTB and 5 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 13 added.
The largest buyer was AssetMark Inc, adding an estimated $46.6M. The largest seller was Jane Street, cutting an estimated $14.1M.
- 34 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q2 2020, down from 41 in Q1 2020.
- Funds reported $86.6M of Fidelity Limited Term Bond ETF stock for Q2 2020, up 56% quarter-over-quarter.
- 5 funds opened new Fidelity Limited Term Bond ETF positions in Q2 2020 and 12 closed out, a net change of -7 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q2 2020 was AssetMark Inc, an estimated $46.6M added.
- The largest Fidelity Limited Term Bond ETF seller in Q2 2020 was Jane Street, an estimated $14.1M sold.
Based on aggregated 13F filings for Q2 2020.