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Fidelity Limited Term Bond ETF

70 hedge funds and large institutions have $144M invested in Fidelity Limited Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
33
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$29.9M 592,856 +28,637 +5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17M 336,752 +9,314 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.6M 229,834 +26,702 +13%
Morgan Stanley
4
Morgan Stanley
New York
$10.8M 214,137 +34,210 +19%
HIW
5
Holos Integrated Wealth
Pennsylvania
$6.99M 138,578 +20,273 +17%
LPL Financial
6
LPL Financial
California
$6.04M 119,752 +26,794 +29%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$5.87M 116,404 +43,997 +61%
Bank of America
8
Bank of America
North Carolina
$5.79M 114,964 +21,200 +23%
RIA
9
Regal Investment Advisors
Michigan
$3.97M 78,706 +1,798 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.76M 75,507 -5,689 -7%
SFA
11
Salus Financial Advisors
Colorado
$3.03M 60,058 +4,375 +8%
AssetMark Inc
12
AssetMark Inc
California
$3M 59,524 -4,387 -7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.96M 58,728 +53,706 +1,069%
Jane Street
14
Jane Street
New York
$2.68M 53,268 +19,292 +57%
BCM
15
Beaumont Capital Management
Massachusetts
$2.52M 50,027 +2,188 +5%
KPWS
16
Kestra Private Wealth Services
Texas
$2.01M 39,879 -3,802 -9%
GWM
17
GSB Wealth Management
Connecticut
$1.81M 35,902 +542 +2%
ICM
18
Islay Capital Management
Texas
$1.74M 34,527 -5,828 -14%
FTUS
19
Flow Traders U.S.
New York
$1.49M 29,612 +29,612 New
BRWA
20
B. Riley Wealth Advisors
Florida
$1.41M 27,887 +27,887 New
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$1.4M 27,809 -2,130 -7%
GLR
22
Great Lakes Retirement
Ohio
$1.38M 27,332 +2,421 +10%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$1.18M 23,446 +2,367 +11%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$980K 19,449 -669 -3%
MML Investors Services
25
MML Investors Services
Massachusetts
$955K 18,949 -4,108 -18%