FLTB icon

Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

40 hedge funds and large institutions have $51.7M invested in Fidelity Limited Term Bond ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
14
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LI
LVZ Inc
Michigan
+$6.1M
2
OIA
OneDigital Investment Advisors
Kansas
+$1.16M
3
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
+$1.13M
4
Morgan Stanley
Morgan Stanley
New York
+$1.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$535K

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$47.9M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.63M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.73M
4
Jane Street
Jane Street
New York
-$783K
5
RWP
RWA Wealth Partners
Massachusetts
-$371K
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$224K +$224K +4,271 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$215K +$110K +2,100 +105%
UCFA
28
United Capital Financial Advisors
Texas
$209K – – –
AA
29
Ancora Advisors
Ohio
$121K – – –
SFS
30
Sowell Financial Services
Arkansas
$97K +$52 +1 +0.1%
RG
31
Retirement Group
California
$63K +$63K +1,200 New
Wells Fargo
32
Wells Fargo
California
$43K – – –
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
PFS
34
Prospera Financial Services
Texas
$37K +$37K +700 New
GRP
35
Global Retirement Partners
California
$28K +$28K +538 New
AssetMark Inc
36
AssetMark Inc
California
$23K -$47.9M -905,715 -100%
TWA
37
TCI Wealth Advisors
Arizona
$18K – – –
OIA
38
Optimum Investment Advisors
Illinois
$16K – – –
AIC
39
Archer Investment Corporation
Indiana
$10.2K – – –
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$3K – – –
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
– -$1.73M -32,974 Closed
RWP
42
RWA Wealth Partners
Massachusetts
– -$371K -7,099 Closed
COF
43
Capital One Financial
Virginia
– -$235K -4,483 Closed
WR
44
Watson Rebecca
– -$26K -500 Closed
1
2