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Fidelity Limited Term Bond ETF

68 hedge funds and large institutions have $157M invested in Fidelity Limited Term Bond ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$30.1M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.7M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.1M
LPL Financial
4
LPL Financial
California
$12.3M
Morgan Stanley
5
Morgan Stanley
New York
$12M
Bank of America
6
Bank of America
North Carolina
$6.72M
Osaic Holdings
7
Osaic Holdings
Arizona
$5.5M
GRP
8
Global Retirement Partners
California
$4.28M
RIA
9
Regal Investment Advisors
Michigan
$4.1M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.21M
SFA
11
Salus Financial Advisors
Colorado
$3.2M
AssetMark Inc
12
AssetMark Inc
California
$2.92M
VAS
13
Vestmark Advisory Solutions
Massachusetts
$2.92M
KAS
14
Kestra Advisory Services
Texas
$2.64M
BCM
15
Beaumont Capital Management
Massachusetts
$2.61M
FPAS
16
Focus Partners Advisor Solutions
Missouri
$2.24M
KPWS
17
Kestra Private Wealth Services
Texas
$2.14M
GWM
18
GSB Wealth Management
Connecticut
$1.85M
ICM
19
Islay Capital Management
Texas
$1.74M
BRWA
20
B. Riley Wealth Advisors
Florida
$1.74M
ECA
21
Elevation Capital Advisory
Oregon
$1.66M
GLR
22
Great Lakes Retirement
Ohio
$1.47M
MML Investors Services
23
MML Investors Services
Massachusetts
$1.35M
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.29M
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.24M