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Fidelity Limited Term Bond ETF

45 hedge funds and large institutions have $76.8M invested in Fidelity Limited Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
16
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$267K +$267K +5,055 New
SS
27
Simplicity Solutions
Minnesota
$264K -$3.54K -67 -1%
KOMWMG
28
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$227K -$11.1K -210 -5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$217K
UCFA
30
United Capital Financial Advisors
Texas
$210K
AA
31
Ancora Advisors
Ohio
$121K
ASN
32
Advisory Services Network
Georgia
$92K +$92K +1,735 New
SFS
33
Sowell Financial Services
Arkansas
$85K -$13.2K -248 -13%
RA
34
Reby Advisors
Connecticut
$82K +$82K +1,547 New
WEC
35
Winslow Evans & Crocker
Massachusetts
$53K +$53K +1,000 New
Wells Fargo
36
Wells Fargo
California
$43K
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$40K
BWM
38
Birchcreek Wealth Management
Ohio
$28K +$28K +536 New
AssetMark Inc
39
AssetMark Inc
California
$20K -$2.96K -56 -13%
GRP
40
Global Retirement Partners
California
$18K -$10.7K -200 -37%
TWA
41
TCI Wealth Advisors
Arizona
$18K
MCC
42
Money Concepts Capital
Florida
$6K +$6K +115 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$3K
IA
44
Inspire Advisors
Idaho
$3K +$3K +61 New
Jane Street
45
Jane Street
New York
-$757K -14,429 Closed
Citadel Advisors
46
Citadel Advisors
Florida
-$535K -10,189 Closed
RJFSA
47
Raymond James Financial Services Advisors
Florida
-$260K -4,964 Closed
Lido Advisors
48
Lido Advisors
California
-$224K -4,271 Closed
PFS
49
Prospera Financial Services
Texas
-$37K -700 Closed
OIA
50
Optimum Investment Advisors
Illinois
-$16K -300 Closed