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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

56 hedge funds and large institutions have $87M invested in Fidelity Limited Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPC
Sigma Planning Corp
Michigan
+$1.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$680K
3
AWM
Apollon Wealth Management
South Carolina
+$508K
4
WAM
WNY Asset Management
New York
+$380K
5
SC
Savant Capital
Illinois
+$241K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$6.8M
2
IA
IFP Advisors
Florida
-$2.73M
3
KPWS
Kestra Private Wealth Services
Texas
-$1.29M
4
AA
Advisory Alpha
Michigan
-$909K
5
Jane Street
Jane Street
New York
-$671K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$551K -$2.73M -57,024 -83%
AWM
27
Apollon Wealth Management
South Carolina
$508K +$508K +10,628 New
GRP
28
Global Retirement Partners
California
$506K -$11.3K -238 -2%
GIP
29
Greatmark Investment Partners
Georgia
$489K -$414K -8,660 -46%
VAS
30
Vestmark Advisory Solutions
Massachusetts
$471K -$343K -7,186 -42%
AA
31
Ancora Advisors
Ohio
$459K – – –
RCAG
32
Rehmann Capital Advisory Group
Michigan
$446K -$94.7K -1,981 -18%
WAM
33
WNY Asset Management
New York
$380K +$380K +7,950 New
AAS
34
Avantax Advisory Services
Texas
$350K -$42.6K -892 -11%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$328K -$508K -10,621 -61%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$325K +$61.4K +1,284 +23%
DAS
37
Dynamic Advisor Solutions
Arizona
$310K +$10.8K +226 +4%
ACM
38
Absolute Capital Management
Pennsylvania
$260K +$5.02K +105 +2%
AO
39
Advisor OS
Illinois
$258K +$34.5K +721 +15%
SC
40
Savant Capital
Illinois
$241K +$241K +5,050 New
NFP
41
Narus Financial Partners
Utah
$241K – – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$240K +$240K +5,018 New
CFGS
43
Concourse Financial Group Securities
Alabama
$233K – – –
Mariner
44
Mariner
Kansas
$201K +$201K +4,210 New
GJIA
45
Glass Jacobson Investment Advisors
Maryland
$166K +$10.3K +216 +7%
CAL
46
Capital Advisors Ltd
Ohio
$126K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$125K +$31.5K +661 +34%
SS
48
Sunbelt Securities
Texas
$63.8K -$22K -460 -26%
NMG
49
New Millennium Group
Utah
$41.5K -$38.8K -812 -48%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$37K +$143 +3 +0.4%
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