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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

52 hedge funds and large institutions have $137M invested in Fidelity Limited Term Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-1
Holders Change %
-1.89%
% 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
6
Increased
16
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LI
LVZ Inc
Michigan
+$11.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.71M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.55M
4
UBS Group
UBS Group
Switzerland
+$1.36M
5
Stifel Financial
Stifel Financial
Missouri
+$381K

Top Sellers

1
Jane Street
Jane Street
New York
-$6.26M
2
BPA
Beacon Pointe Advisors
California
-$1.69M
3
NPF
Norris Perne & French
Michigan
-$1.6M
4
RCAG
Rehmann Capital Advisory Group
Michigan
-$1.48M
5
ICM
Islay Capital Management
Texas
-$817K
Name Holding Trade Value Shares
Change 		Shares
Change %
WMR
26
Wealth Management Resources
Rhode Island
$880K -$4.33K -91 -0.5%
NAS
27
Nicolet Advisory Services
Wisconsin
$801K -$108K -2,282 -12%
AA
28
Advisory Alpha
Michigan
$763K +$224K +4,702 +42%
ICM
29
Islay Capital Management
Texas
$663K -$817K -17,149 -55%
GRP
30
Global Retirement Partners
California
$514K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$489K -$48 -1 -0%
AWM
32
Axxcess Wealth Management
California
$470K -$6.33K -133 -1%
PJSIMP
33
P.J. Schmidt Investment Management (PJS)
Wisconsin
$450K -$96.6K -2,048 -18%
Citadel Advisors
34
Citadel Advisors
Florida
$443K -$514K -10,802 -54%
MML Investors Services
35
MML Investors Services
Massachusetts
$411K +$24.8K +521 +6%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$384K -$150K -3,174 -28%
Stifel Financial
37
Stifel Financial
Missouri
$381K +$381K +8,000 New
AFP
38
Ausdal Financial Partners
Iowa
$272K +$905 +19 +0.3%
CFGS
39
Concourse Financial Group Securities
Alabama
$238K – – –
KAS
40
Kestra Advisory Services
Texas
$234K -$37.1K -777 -14%
UCFA
41
United Capital Financial Advisors
Texas
$209K +$209K +4,383 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$205K +$205K +4,310 New
NMG
43
New Millennium Group
Utah
$166K -$7.75K -163 -4%
AF
44
Allworth Financial
California
$77K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$76K +$52.3K +1,101 +220%
AIP
46
Almanack Investment Partners
Pennsylvania
$71K +$71K +1,495 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$36K +$94 +2 +0.3%
SWM
48
Spire Wealth Management
Virginia
$33K +$94 +2 +0.3%
HI
49
Harbour Investments
Wisconsin
$22K – – –
TWA
50
TCI Wealth Advisors
Arizona
$16K – – –
1
2
3