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Fidelity Limited Term Bond ETF
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Overview Fund Activity

59 hedge funds and large institutions have $101M invested in Fidelity Limited Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-11
Holders Change %
-15.71%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
15
Reduced
26
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.83M
2
AWE
Avidian Wealth Enterprises
Texas
+$3.23M
3
KPWS
Kestra Private Wealth Services
Texas
+$1.79M
4
UBS Group
UBS Group
Switzerland
+$1.12M
5
OFG
OmniStar Financial Group
North Carolina
+$897K

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$50.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.2M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.39M
4
ACM
Absolute Capital Management
Pennsylvania
-$3.04M
5
LWA
Lineweaver Wealth Advisors
Ohio
-$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
26
Nicolet Advisory Services
Wisconsin
$807K -$14.6K -300 -2%
SIA
27
Soltis Investment Advisors
Utah
$660K – – –
VAS
28
Vestmark Advisory Solutions
Massachusetts
$532K +$212K +4,371 +66%
GRP
29
Global Retirement Partners
California
$530K – – –
RCAG
30
Rehmann Capital Advisory Group
Michigan
$529K -$25.3K -523 -5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$433K +$433K +8,929 New
AWS
32
Atria Wealth Solutions
New York
$405K +$179K +3,693 +79%
Stifel Financial
33
Stifel Financial
Missouri
$388K – – –
AAS
34
Avantax Advisory Services
Texas
$345K +$345K +7,118 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$327K -$111K -2,294 -25%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$301K +$20.1K +415 +7%
DAS
37
Dynamic Advisor Solutions
Arizona
$294K +$19.7K +406 +7%
NFP
38
Narus Financial Partners
Utah
$244K -$4.85K -100 -2%
CFGS
39
Concourse Financial Group Securities
Alabama
$236K -$6.12K -126 -3%
PJSIMP
40
P.J. Schmidt Investment Management (PJS)
Wisconsin
$235K +$235K +4,850 New
KAS
41
Kestra Advisory Services
Texas
$231K +$9.11K +188 +4%
Citadel Advisors
42
Citadel Advisors
Florida
$229K +$229K +4,733 New
BPA
43
Beacon Pointe Advisors
California
$215K -$281K -5,790 -57%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$201K -$1.6K -33 -0.8%
AAS
45
Ameritas Advisory Services
Nebraska
$169K +$169K +3,485 New
NMG
46
New Millennium Group
Utah
$131K -$27.2K -562 -17%
CAL
47
Capital Advisors Ltd
Ohio
$128K – – –
ASN
48
Advisory Services Network
Georgia
$100K -$8K -165 -7%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$95K -$13.7K -283 -13%
SS
50
Sunbelt Securities
Texas
$88.1K +$88.1K +1,822 New
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