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Fidelity Limited Term Bond ETF

57 hedge funds and large institutions have $75M invested in Fidelity Limited Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $75.4M → $75M (-$417K)

3.28% less ownership

Funds ownership: 52.07%48.79% (-3.3%)

3% less funds holding

Funds holding: 5957 (-2)

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
28
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$12.6M +$871K +17,444 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.9M +$1.1M +22,033 +11%
UBS Group
3
UBS Group
Switzerland
$9.14M +$98.2K +1,968 +1%
Bank of America
4
Bank of America
North Carolina
$4.34M +$375K +7,522 +10%
Morgan Stanley
5
Morgan Stanley
New York
$3.95M -$14K -280 -0.4%
RIA
6
Regal Investment Advisors
Michigan
$3.78M +$117K +2,346 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.72M +$14.1K +282 +0.4%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$2.85M +$209K +4,186 +8%
KPWS
9
Kestra Private Wealth Services
Texas
$2.46M -$148K -2,965 -6%
GWM
10
GSB Wealth Management
Connecticut
$1.67M +$3.99K +80 +0.2%
LPL Financial
11
LPL Financial
California
$1.64M +$25.8K +516 +2%
FTUS
12
Flow Traders U.S.
New York
$1.53M +$660K +13,215 +77%
GLR
13
Great Lakes Retirement
Ohio
$1.28M +$1.15M +22,952 +936%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$1.07M +$1.06M +21,285 New
MML Investors Services
15
MML Investors Services
Massachusetts
$1M +$76.5K +1,532 +8%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$781K -$18.1K -363 -2%
WAM
17
WNY Asset Management
New York
$749K -$20.5K -411 -3%
DAS
18
Dynamic Advisor Solutions
Arizona
$722K -$1.35K -27 -0.2%
SIA
19
Soltis Investment Advisors
Utah
$686K
JP Morgan Chase
20
JP Morgan Chase
New York
$669K +$79.4K +1,591 +14%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$612K +$130K +2,608 +27%
D
22
Dentgroup
Louisiana
$577K -$13.7K -274 -2%
NPF
23
Norris Perne & French
Michigan
$561K +$44.6K +893 +9%
Prudential Financial
24
Prudential Financial
New Jersey
$555K +$550K +11,024 New
MSWM
25
McGlone Suttner Wealth Management
Wisconsin
$534K -$134K -2,681 -20%

FLTB Hedge Fund Activity: Q3 2024 in Review

57 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q3 2024, worth a combined $75M — down 0.55% from $75.4M a quarter earlier.

Fund positioning in FLTB was balanced in Q3 2024: 7 funds opened new positions, 7 closed out, 28 added to existing stakes and 11 trimmed.

The largest buyer was Great Lakes Retirement, adding an estimated $1.15M. The largest seller was Jane Street, exiting entirely with an estimated $4.25M sold.

  • 57 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q3 2024, down from 59 in Q2 2024.
  • Funds reported $75M of Fidelity Limited Term Bond ETF stock for Q3 2024, down 0.55% quarter-over-quarter.
  • 7 funds opened new Fidelity Limited Term Bond ETF positions in Q3 2024 and 7 closed out, a net change of 0 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q3 2024 was Great Lakes Retirement, an estimated $1.15M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q3 2024 was Jane Street, an estimated $4.25M sold.

Based on aggregated 13F filings for Q3 2024.