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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

55 hedge funds and large institutions have $142M invested in Fidelity Limited Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
26
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$13M
2
NPF
Norris Perne & French
Michigan
+$9.41M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.19M
4
UBS Group
UBS Group
Switzerland
+$5.42M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$4.88M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.47M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$274K
3
SS
Simplicity Solutions
Minnesota
-$264K
4
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$227K
5
OIA
OneDigital Investment Advisors
Kansas
-$98.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$1.06M +$1.06M +20,341 New
NAS
27
Nicolet Advisory Services
Wisconsin
$1.02M – – –
Citadel Advisors
28
Citadel Advisors
Florida
$1.01M +$1.01M +19,392 New
AA
29
Ancora Advisors
Ohio
$915K +$795K +15,200 +662%
AA
30
Advisory Alpha
Michigan
$879K +$879K +16,822 New
RG
31
Retirement Group
California
$812K +$225K +4,310 +38%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$690K -$274K -5,238 -28%
ACP
33
Aveo Capital Partners
Colorado
$661K +$661K +12,642 New
SPC
34
Sigma Planning Corp
Michigan
$607K +$16.6K +317 +3%
BRWA
35
B. Riley Wealth Advisors
Florida
$595K +$54K +1,032 +10%
MML Investors Services
36
MML Investors Services
Massachusetts
$497K +$497K +9,507 New
AWM
37
AE Wealth Management
Kansas
$425K +$140K +2,672 +49%
PAG
38
Private Advisor Group
New Jersey
$369K +$105K +2,000 +40%
ASN
39
Advisory Services Network
Georgia
$360K +$269K +5,146 +297%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$271K +$56.8K +1,087 +27%
FTUS
41
Flow Traders U.S.
New York
$265K +$265K +5,077 New
UCFA
42
United Capital Financial Advisors
Texas
$208K – – –
SFS
43
Sowell Financial Services
Arkansas
$84K – – –
AIC
44
Ameritas Investment Company
Nebraska
$58.2K +$58.2K +1,113 New
MWM
45
Mascoma Wealth Management
New Hampshire
$52K +$52K +1,000 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$39K +742 New
SWM
48
Spire Wealth Management
Virginia
$36K +$36K +692 New
TWA
49
TCI Wealth Advisors
Arizona
$18K – – –
APC
50
Aspire Private Capital
North Carolina
$16K +$16K +300 New
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