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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

55 hedge funds and large institutions have $72.5M invested in Fidelity Limited Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIA
Regal Investment Advisors
Michigan
+$3.46M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.1M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$414K
4
KAS
Kestra Advisory Services
Texas
+$340K
5
Citadel Advisors
Citadel Advisors
Florida
+$296K

Top Sellers

1
Jane Street
Jane Street
New York
-$8.16M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.22M
3
Morgan Stanley
Morgan Stanley
New York
-$4.13M
4
KPWS
Kestra Private Wealth Services
Texas
-$3.51M
5
UBS Group
UBS Group
Switzerland
-$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPF
26
Norris Perne & French
Michigan
$485K -$3.3M -67,326 -87%
NAS
27
Nicolet Advisory Services
Wisconsin
$465K -$294 -6 -0.1%
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$435K +$134K +2,740 +45%
AAS
29
Avantax Advisory Services
Texas
$409K +$132K +2,686 +47%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$384K +$16.2K +331 +4%
IA
31
IFP Advisors
Florida
$369K -$93.7K -1,911 -20%
KAS
32
Kestra Advisory Services
Texas
$340K +$340K +6,939 New
LNC
33
Lincoln National Corp
Pennsylvania
$338K -$10.7K -219 -3%
AO
34
Advisor OS
Illinois
$326K +$60.6K +1,236 +23%
WMR
35
Wealth Management Resources
Rhode Island
$291K -$29.9K -610 -9%
SC
36
Savant Capital
Illinois
$280K +$27.5K +560 +11%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$264K -$1.08K -22 -0.4%
GIP
38
Greatmark Investment Partners
Georgia
$226K -$78K -1,590 -26%
CFGS
39
Concourse Financial Group Securities
Alabama
$226K -$13.3K -270 -6%
SPC
40
Sigma Planning Corp
Michigan
$218K -$775K -15,810 -78%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$217K -$90.7K -1,849 -29%
AA
42
Ancora Advisors
Ohio
$191K – – –
GJIA
43
Glass Jacobson Investment Advisors
Maryland
$127K +$147 +3 +0.1%
SS
44
Sunbelt Securities
Texas
$65.7K +$147 +3 +0.2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$56K -$74.2K -1,509 -57%
SWM
46
Spire Wealth Management
Virginia
$36.1K +$196 +4 +0.5%
AF
47
Allworth Financial
California
$23.9K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$23K -$15.6K -315 -40%
HI
49
Harbour Investments
Wisconsin
$22.6K – – –
PS
50
Principal Securities
Iowa
$19.4K – – –
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