Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fidelity Merrimack Str Tr (FLTB)

78 + Investors. Track Smart Money conviction in FLTB. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
65%

Smart Money Signals — FLTB

Based on 78 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
78 hedge funds hold FLTB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

52 buying28 selling
Last quarter: 52 funds were net buyers (10 opened a brand new position + 42 added to an existing one). Only 28 were sellers (18 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 10 → 16 → 10. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 21% medium 26% new
42 out of 78 hedge funds have held FLTB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~10 new funds/quarter

9 → 10 → 10 → 16 → 10 new funds/Q
New funds entering each quarter: 10 → 10 → 16 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 56% veterans vs 31% newcomers

56% veterans 13% 1-2yr 31% new
Entry-cohort mix of 78 holders: 44 (56%) are 2+ year veterans, 10 entered 1–2 years ago, and 24 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
11 of 78 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in FLTB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FLTB

In 2026 Q1, 52 hedge funds were net buyers of FLTB (10 opened a new position, 42 added to an existing one), while 28 reduced or exited (18 trimmed, 10 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. 60% of total institutional value in FLTB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 78.

Hedge Fund Ownership: FLTB

How many hedge funds hold FLTB — quarterly history vs. share price
Quarterly hedge fund ownership of FLTB vs. share price

Market Analysis: FLTB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLTB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Fidelity Merrimack Str Tr (FLTB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FLTB has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 1d ago
FLTB
-0.1%
SPY
+0.3%

FLTB outperformed SPY by -0.4% since June 30, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: FLTB
2026 Q2 Stats Unlock in 49 days 78 + Investors

Track Smart Money conviction in FLTB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 78 78 -
13F Shares 4M 4M 8.87%
Total Value $214M $204M 4.52%
New Positions 10 16 -6
Increased Positions 42 34 +8
Closed Positions 10 8 +2
Reduced Positions 18 20 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FLTB

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Institutional Holders (2026 Q2)

78 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLTB. Verified SEC 13F-HR filings.

QUARTER:
Top 1 FLTB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Roxbury Financial LLC 0.08% 2,119 $106K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Fidelity Merrimack Str Tr (FLTB)

What does the Smart Money Trend signal show for FLTB?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for FLTB?

More buyers than sellers — 65% buying: Last quarter: 52 funds were net buyers (10 opened a brand new position + 42 added to an existing one). Only 28 were sellers (18 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FLTB holders?

Elite ownership — 60% AUM from top-100 funds: 11 of 78 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in FLTB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FLTB?

54% of holders stayed for 2+ years: 42 out of 78 hedge funds have held FLTB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Fidelity Merrimack Str Tr (FLTB) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), FLTB has gained -0.1% vs +0.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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