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Fidelity Limited Term Bond ETF

58 hedge funds and large institutions have $148M invested in Fidelity Limited Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

3.09% more ownership

Funds ownership: 52.42%55.51% (+3.1%)

0% more funds holding

Funds holding: 5858 (0)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

5% less capital invested

Capital invested by funds: $155M → $148M (-$7.44M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
22
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.4M +$2.17M +42,701 +10%
NPF
2
Norris Perne & French
Michigan
$17.4M -$212K -4,178 -1%
IA
3
IFP Advisors
Florida
$13.3M +$2.06M +40,635 +18%
Jane Street
4
Jane Street
New York
$11.2M +$7.15M +140,911 +167%
Morgan Stanley
5
Morgan Stanley
New York
$7.58M -$1.12M -22,155 -13%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.34M -$724K -14,273 -9%
UBS Group
7
UBS Group
Switzerland
$6.97M +$935K +18,413 +15%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$6.36M +$6.48M +127,684 New
Osaic Holdings
9
Osaic Holdings
Arizona
$5.39M -$112K -2,202 -2%
RCAG
10
Rehmann Capital Advisory Group
Michigan
$4.81M +$369K +7,268 +8%
BPA
11
Beacon Pointe Advisors
California
$4.63M +$4.72M +93,044 New
LI
12
LVZ Inc
Michigan
$4.52M -$4.35M -85,650 -49%
Bank of America
13
Bank of America
North Carolina
$3.27M -$352K -6,936 -10%
FHA
14
Flagship Harbor Advisors
Massachusetts
$3.05M -$120K -2,360 -4%
BCM
15
Beaumont Capital Management
Massachusetts
$2.63M -$72.4K -1,427 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$2.6M +$2.33M +45,949 +725%
LPL Financial
17
LPL Financial
California
$2.06M -$131K -2,587 -6%
LWMG
18
Levy Wealth Management Group
Pennsylvania
$1.99M +$15.7K +309 +0.8%
GWM
19
GSB Wealth Management
Connecticut
$1.78M +$35.5K +699 +2%
PJSIMP
20
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.66M -$400K -7,873 -19%
GIP
21
Greatmark Investment Partners
Georgia
$1.5M +$1.52M +30,035 New
WMR
22
Wealth Management Resources
Rhode Island
$1.48M -$481K -9,485 -24%
BFA
23
Beaumont Financial Advisors
Massachusetts
$1.43M +$297K +5,843 +26%
ICM
24
Islay Capital Management
Texas
$1.32M -$319K -6,284 -19%
AA
25
Ancora Advisors
Ohio
$1.27M +$19K +375 +1%

FLTB Hedge Fund Activity: Q1 2022 in Review

58 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q1 2022, worth a combined $148M — down 4.8% from $155M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FLTB positions and 6 closed out — a net gain of 3 holders — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Jane Street, adding an estimated $7.15M. The largest seller was LVZ Inc, cutting an estimated $4.35M.

  • 58 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $148M of Fidelity Limited Term Bond ETF stock for Q1 2022, down 4.8% quarter-over-quarter.
  • 9 funds opened new Fidelity Limited Term Bond ETF positions in Q1 2022 and 6 closed out, a net change of +3 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q1 2022 was Jane Street, an estimated $7.15M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q1 2022 was LVZ Inc, an estimated $4.35M sold.

Based on aggregated 13F filings for Q1 2022.