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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

58 hedge funds and large institutions have $148M invested in Fidelity Limited Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
22
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$7.01M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$6.36M
3
BPA
Beacon Pointe Advisors
California
+$4.63M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.13M

Top Sellers

1
LI
LVZ Inc
Michigan
-$4.26M
2
Morgan Stanley
Morgan Stanley
New York
-$1.1M
3
SW
SVB Wealth
Massachusetts
-$979K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$944K
5
KAS
Kestra Advisory Services
Texas
-$914K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
26
Soltis Investment Advisors
Utah
$1.08M -$273K -5,491 -20%
KAS
27
Kestra Advisory Services
Texas
$993K -$914K -18,367 -48%
NAS
28
Nicolet Advisory Services
Wisconsin
$951K -$4.95K -100 -0.5%
AA
29
Advisory Alpha
Michigan
$656K -$246K -4,938 -27%
BRWA
30
B. Riley Wealth Advisors
Florida
$600K +$22.2K +446 +4%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$563K +$13.3K +266 +2%
GRP
32
Global Retirement Partners
California
$535K +$535K +10,866 New
SPC
33
Sigma Planning Corp
Michigan
$510K -$33.8K -680 -6%
MML Investors Services
34
MML Investors Services
Massachusetts
$471K -$55.4K -1,114 -11%
AWM
35
AE Wealth Management
Kansas
$453K +$50.1K +1,006 +12%
NMG
36
New Millennium Group
Utah
$406K +$5.27K +106 +1%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$350K +$350K +7,035 New
AFP
38
Ausdal Financial Partners
Iowa
$346K +$597 +12 +0.2%
ASN
39
Advisory Services Network
Georgia
$298K -$98.2K -1,975 -25%
CFGS
40
Concourse Financial Group Securities
Alabama
$248K +$248K +4,986 New
AAS
41
Ameritas Advisory Services
Nebraska
$236K +$236K +4,741 New
CW
42
CreativeOne Wealth
Kansas
$207K -$1.14K -23 -0.5%
MWM
43
Mascoma Wealth Management
New Hampshire
$174K +$24.9K +500 +17%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$144K +$70.8K +1,422 +97%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$108K -$118K -2,427 -52%
AF
46
Allworth Financial
California
$81K -$2.6K -52 -3%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$80K +$25.2K +502 +46%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$38K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$38K +$50 +1 +0.1%
SWM
50
Spire Wealth Management
Virginia
$35K +$100 +2 +0.3%
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