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Fidelity Limited Term Bond ETF

70 hedge funds and large institutions have $186M invested in Fidelity Limited Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+18
Holders Change %
+34.62%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
16
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
26
Ancora Advisors
Ohio
$916K
AA
27
Advisory Alpha
Michigan
$903K +$134K +2,801 +17%
WMR
28
Wealth Management Resources
Rhode Island
$896K +$8.64K +180 +1%
AG
29
Ascent Group
Virginia
$880K +$880K +18,351 New
NAS
30
Nicolet Advisory Services
Wisconsin
$815K -$2.52K -52 -0.3%
SIA
31
Soltis Investment Advisors
Utah
$653K -$351K -7,316 -35%
ICM
32
Islay Capital Management
Texas
$638K -$29.6K -617 -4%
RCAG
33
Rehmann Capital Advisory Group
Michigan
$549K -$3.08M -64,141 -85%
GRP
34
Global Retirement Partners
California
$521K
BPA
35
Beacon Pointe Advisors
California
$491K -$722K -15,051 -60%
CAN
36
Cetera Advisor Networks
California
$481K +$481K +10,036 New
OMC
37
Old Mission Capital
Illinois
$480K +$480K +10,009 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$433K +$45.4K +949 +12%
BCM
39
Beaumont Capital Management
Massachusetts
$407K -$1.8M -37,619 -82%
Stifel Financial
40
Stifel Financial
Missouri
$384K
VAS
41
Vestmark Advisory Solutions
Massachusetts
$317K +$317K +6,604 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$278K +$70.9K +1,479 +34%
BFA
43
Beaumont Financial Advisors
Massachusetts
$273K -$689K -14,359 -72%
DAS
44
Dynamic Advisor Solutions
Arizona
$271K +$271K +5,654 New
SWP
45
Stratos Wealth Partners
Ohio
$271K +$271K +5,648 New
CA
46
Continuum Advisory
Idaho
$270K +$270K +5,632 New
NFP
47
Narus Financial Partners
Utah
$246K +$246K +5,135 New
CFGS
48
Concourse Financial Group Securities
Alabama
$240K
Mariner
49
Mariner
Kansas
$233K +$233K +4,866 New
MML Investors Services
50
MML Investors Services
Massachusetts
$224K -$191K -3,976 -46%