FLTB icon

Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

51 hedge funds and large institutions have $154M invested in Fidelity Limited Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LI
LVZ Inc
Michigan
+$6.18M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.45M
3
NPF
Norris Perne & French
Michigan
+$4.38M
4
Jane Street
Jane Street
New York
+$4.22M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.38M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$84.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$7.12M
3
Osaic Holdings
Osaic Holdings
Arizona
-$6.42M
4
ACP
Aveo Capital Partners
Colorado
-$4.82M
5
GWM
GSB Wealth Management
Connecticut
-$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Advisory Alpha
Michigan
$1.08M +$22.2K +425 +2%
ICM
27
Islay Capital Management
Texas
$1.04M -$125K -2,392 -11%
NAS
28
Nicolet Advisory Services
Wisconsin
$1.02M – – –
SW
29
SVB Wealth
Massachusetts
$988K – – –
SPC
30
Sigma Planning Corp
Michigan
$652K -$334K -6,388 -34%
BRWA
31
B. Riley Wealth Advisors
Florida
$644K +$57.3K +1,096 +10%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$585K -$41.2K -789 -7%
GRP
33
Global Retirement Partners
California
$568K – – –
MML Investors Services
34
MML Investors Services
Massachusetts
$536K +$39.9K +764 +8%
PAG
35
Private Advisor Group
New Jersey
$478K +$209K +3,990 +78%
AFP
36
Ausdal Financial Partners
Iowa
$452K +$452K +8,653 New
AWM
37
AE Wealth Management
Kansas
$432K -$55.9K -1,071 -11%
ASN
38
Advisory Services Network
Georgia
$417K +$7.01K +134 +2%
CW
39
CreativeOne Wealth
Kansas
$219K +$219K +4,182 New
UCFA
40
United Capital Financial Advisors
Texas
$208K – – –
AF
41
Allworth Financial
California
$88K -$13.2K -251 -13%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$57K -$134K -2,572 -70%
MWM
43
Mascoma Wealth Management
New Hampshire
$52K +$52K +1,000 New
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$49.5K +$49.5K +948 New
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$40K – – –
SWM
46
Spire Wealth Management
Virginia
$36K +$104 +2 +0.3%
AssetMark Inc
47
AssetMark Inc
California
$28K -$84.7M -1,608,573 -100%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$19K +$19K +366 New
TWA
49
TCI Wealth Advisors
Arizona
$18K – – –
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$15K +$15K +293 New
1
2
3