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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

53 hedge funds and large institutions have $221M invested in Fidelity Limited Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
26
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$71.2M
2
Osaic Holdings
Osaic Holdings
Arizona
+$6.37M
3
NPF
Norris Perne & French
Michigan
+$4.49M
4
ACP
Aveo Capital Partners
Colorado
+$4.16M
5
IA
IFP Advisors
Florida
+$3.53M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.45M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.69M
3
BFA
Beaumont Financial Advisors
Massachusetts
-$3.39M
4
LI
LVZ Inc
Michigan
-$3.35M
5
AF
Allworth Financial
California
-$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Advisory Alpha
Michigan
$1.06M +$176K +3,355 +20%
NAS
27
Nicolet Advisory Services
Wisconsin
$1.02M – – –
SW
28
SVB Wealth
Massachusetts
$990K -$998K -19,060 -50%
SPC
29
Sigma Planning Corp
Michigan
$988K +$380K +7,253 +62%
Jane Street
30
Jane Street
New York
$883K +$883K +16,862 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$627K -$63.4K -1,212 -9%
BRWA
32
B. Riley Wealth Advisors
Florida
$588K -$7.65K -146 -1%
RG
33
Retirement Group
California
$578K -$235K -4,494 -29%
GRP
34
Global Retirement Partners
California
$569K +$557K +10,628 +4,466%
HI
35
Harbour Investments
Wisconsin
$542K -$523K -9,988 -49%
Citadel Advisors
36
Citadel Advisors
Florida
$512K -$504K -9,616 -50%
MML Investors Services
37
MML Investors Services
Massachusetts
$498K -$210 -4 -0%
AWM
38
AE Wealth Management
Kansas
$489K +$63.2K +1,208 +15%
ASN
39
Advisory Services Network
Georgia
$411K +$50K +952 +14%
PAG
40
Private Advisor Group
New Jersey
$269K -$99.9K -1,910 -27%
UCFA
41
United Capital Financial Advisors
Texas
$208K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$192K -$79.8K -1,523 -29%
AF
43
Allworth Financial
California
$101K -$3.07M -58,562 -97%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$40K +$1.35K +26 +4%
SWM
46
Spire Wealth Management
Virginia
$36K – – –
GWM
47
Geneos Wealth Management
Colorado
$31K +$31K +600 New
Wells Fargo
48
Wells Fargo
California
$21K +$20.9K +395 +39,500%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$21K +$21K +408 New
APC
50
Aspire Private Capital
North Carolina
$20K +$4K +75 +25%
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