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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

53 hedge funds and large institutions have $139M invested in Fidelity Limited Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
13
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.84M
2
UBS Group
UBS Group
Switzerland
+$1.56M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.49M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.26M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$835K

Top Sellers

1
WMR
Wealth Management Resources
Rhode Island
-$5.38M
2
NPF
Norris Perne & French
Michigan
-$5.25M
3
LI
LVZ Inc
Michigan
-$4.52M
4
Morgan Stanley
Morgan Stanley
New York
-$3.62M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Ancora Advisors
Ohio
$930K -$316K -6,496 -25%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$835K +$835K +17,154 New
PJSIMP
28
P.J. Schmidt Investment Management (PJS)
Wisconsin
$566K -$1.09M -22,218 -66%
AA
29
Advisory Alpha
Michigan
$552K -$90.1K -1,850 -14%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$548K +$440K +9,056 +408%
GRP
31
Global Retirement Partners
California
$529K – – –
BRWA
32
B. Riley Wealth Advisors
Florida
$526K -$60.4K -1,241 -10%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$500K -$50.2K -1,032 -9%
AWM
34
Axxcess Wealth Management
California
$487K +$487K +10,003 New
MML Investors Services
35
MML Investors Services
Massachusetts
$395K -$65.8K -1,353 -14%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$343K – – –
KAS
37
Kestra Advisory Services
Texas
$277K -$695K -14,269 -72%
AFP
38
Ausdal Financial Partners
Iowa
$277K -$61.8K -1,270 -18%
CFGS
39
Concourse Financial Group Securities
Alabama
$243K – – –
AAS
40
Ameritas Advisory Services
Nebraska
$221K -$9.58K -197 -4%
ASN
41
Advisory Services Network
Georgia
$212K -$78.8K -1,623 -27%
NMG
42
New Millennium Group
Utah
$177K -$219K -4,510 -55%
AF
43
Allworth Financial
California
$79K – – –
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$37K -$439 -9 -1%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$37K +$49 +1 +0.1%
SWM
46
Spire Wealth Management
Virginia
$34K +$146 +3 +0.4%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$24K -$52.6K -1,096 -69%
SWM
48
SeaCrest Wealth Management
New York
$24K +$24K +500 New
HI
49
Harbour Investments
Wisconsin
$22K +$22K +460 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$18K +$49 +1 +0.3%
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