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Fidelity Limited Term Bond ETF

57 hedge funds and large institutions have $101M invested in Fidelity Limited Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NAS
26
Nicolet Advisory Services
Wisconsin
$761K -$29.4K -615 -4%
ICM
27
Islay Capital Management
Texas
$676K -$129K -2,677 -16%
SIA
28
Soltis Investment Advisors
Utah
$654K
OFG
29
OmniStar Financial Group
North Carolina
$577K -$311K -6,484 -35%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$544K +$19.3K +401 +4%
GRP
31
Global Retirement Partners
California
$522K
AA
32
Ancora Advisors
Ohio
$461K -$456K -9,500 -50%
AAS
33
Avantax Advisory Services
Texas
$394K +$52.5K +1,094 +15%
Stifel Financial
34
Stifel Financial
Missouri
$384K
DAS
35
Dynamic Advisor Solutions
Arizona
$301K +$9.84K +205 +3%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$265K -$32.7K -682 -11%
ACM
37
Absolute Capital Management
Pennsylvania
$256K +$256K +5,342 New
NFP
38
Narus Financial Partners
Utah
$242K
CFGS
39
Concourse Financial Group Securities
Alabama
$234K
AO
40
Advisor OS
Illinois
$225K +$225K +4,683 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$215K +$15.9K +331 +8%
PJSIMP
42
P.J. Schmidt Investment Management (PJS)
Wisconsin
$212K -$21.5K -447 -9%
GJIA
43
Glass Jacobson Investment Advisors
Maryland
$156K +$156K +3,250 New
CAL
44
Capital Advisors Ltd
Ohio
$127K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$94K
SS
46
Sunbelt Securities
Texas
$86.1K -$1.34K -28 -2%
NMG
47
New Millennium Group
Utah
$80.6K -$48.8K -1,016 -38%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$37K +$144 +3 +0.4%
SWM
49
Spire Wealth Management
Virginia
$34.4K +$288 +6 +0.8%
AF
50
Allworth Financial
California
$23.4K