FLTB icon

Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

55 hedge funds and large institutions have $99.4M invested in Fidelity Limited Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$8.3M
2
Morgan Stanley
Morgan Stanley
New York
+$4.46M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.68M
4
UBS Group
UBS Group
Switzerland
+$1.67M
5
H
HoyleCohen
California
+$1.18M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.47M
2
SPC
Sigma Planning Corp
Michigan
-$1.18M
3
Osaic Holdings
Osaic Holdings
Arizona
-$765K
4
AWS
Atria Wealth Solutions
New York
-$572K
5
WMR
Wealth Management Resources
Rhode Island
-$566K
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
26
Nicolet Advisory Services
Wisconsin
$466K -$263K -5,371 -36%
IA
27
IFP Advisors
Florida
$464K -$103K -2,100 -18%
DAS
28
Dynamic Advisor Solutions
Arizona
$389K +$71.2K +1,453 +22%
RCAG
29
Rehmann Capital Advisory Group
Michigan
$369K -$90.2K -1,834 -20%
LNC
30
Lincoln National Corp
Pennsylvania
$350K +$350K +7,105 New
WMR
31
Wealth Management Resources
Rhode Island
$322K -$566K -11,506 -64%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$308K -$2.47M -50,139 -89%
GIP
33
Greatmark Investment Partners
Georgia
$305K -$198K -4,030 -39%
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$301K -$33.6K -683 -10%
AAS
35
Avantax Advisory Services
Texas
$279K -$81.5K -1,657 -23%
AO
36
Advisor OS
Illinois
$266K +$639 +13 +0.2%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$266K +$266K +5,403 New
SC
38
Savant Capital
Illinois
$253K +$4.97K +101 +2%
NFP
39
Narus Financial Partners
Utah
$248K – – –
CFGS
40
Concourse Financial Group Securities
Alabama
$240K – – –
AA
41
Ancora Advisors
Ohio
$192K -$280K -5,700 -59%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$130K +$1.33K +27 +1%
GJIA
43
Glass Jacobson Investment Advisors
Maryland
$128K -$42.8K -870 -25%
SS
44
Sunbelt Securities
Texas
$65.8K +$148 +3 +0.2%
ASN
45
Advisory Services Network
Georgia
$49.4K +$49.4K +1,005 New
NMG
46
New Millennium Group
Utah
$39.4K -$3.14K -64 -7%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$38K +$195 +4 +0.5%
SWM
48
Spire Wealth Management
Virginia
$35.9K +$442 +9 +1%
AF
49
Allworth Financial
California
$24K – – –
HI
50
Harbour Investments
Wisconsin
$22.6K – – –
1
2
3