Fidelity Limited Term Bond ETF
FLTB
45 hedge funds and large institutions have $76.8M invested in Fidelity Limited Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 7 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
49% more capital invested
Capital invested by funds: $51.7M → $76.8M (+$25.1M)
13% more funds holding
Funds holding: 40 → 45 (+5)
6.82% more ownership
Funds ownership: 25.75% → 32.57% (+6.8%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.16M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$5.55M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.31M |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$3.22M |
| 5 |
Morgan Stanley
New York
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
-$2.61M |
| 2 |
Jane Street
New York
|
-$757K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$535K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$260K |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$224K |
FLTB Hedge Fund Activity: Q4 2020 in Review
45 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q4 2020, worth a combined $76.8M — up 49% from $51.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FLTB positions and 7 closed out — a net gain of 5 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $8.16M. The largest seller was LVZ Inc, cutting an estimated $2.61M.
- 45 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q4 2020, up from 40 in Q3 2020.
- Funds reported $76.8M of Fidelity Limited Term Bond ETF stock for Q4 2020, up 49% quarter-over-quarter.
- 12 funds opened new Fidelity Limited Term Bond ETF positions in Q4 2020 and 7 closed out, a net change of +5 holders.
- The largest Fidelity Limited Term Bond ETF buyer in Q4 2020 was Commonwealth Equity Services, an estimated $8.16M added.
- The largest Fidelity Limited Term Bond ETF seller in Q4 2020 was LVZ Inc, an estimated $2.61M sold.
Based on aggregated 13F filings for Q4 2020.