Fidelity Limited Term Bond ETF
FLTB
40 hedge funds and large institutions have $51.7M invested in Fidelity Limited Term Bond ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
18% more funds holding
Funds holding: 34 → 40 (+6)
11.88% less ownership
Funds ownership: 37.63% → 25.75% (-12%)
40% less capital invested
Capital invested by funds: $86.6M → $51.7M (-$34.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
+$6.11M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.16M |
| 3 |
PJSIMP
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
+$1.13M |
| 4 |
Morgan Stanley
New York
|
+$1.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$536K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$47.6M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.63M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.73M |
| 4 |
Jane Street
New York
|
-$785K |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$371K |
FLTB Hedge Fund Activity: Q3 2020 in Review
40 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q3 2020, worth a combined $51.7M — down 40% from $86.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FLTB positions and 4 closed out — a net gain of 6 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was LVZ Inc, adding an estimated $6.11M. The largest seller was AssetMark Inc, cutting an estimated $47.6M.
- 40 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q3 2020, up from 34 in Q2 2020.
- Funds reported $51.7M of Fidelity Limited Term Bond ETF stock for Q3 2020, down 40% quarter-over-quarter.
- 10 funds opened new Fidelity Limited Term Bond ETF positions in Q3 2020 and 4 closed out, a net change of +6 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q3 2020 was LVZ Inc, an estimated $6.11M added.
- The largest Fidelity Limited Term Bond ETF seller in Q3 2020 was AssetMark Inc, an estimated $47.6M sold.
Based on aggregated 13F filings for Q3 2020.