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Fidelity Limited Term Bond ETF

59 hedge funds and large institutions have $75.4M invested in Fidelity Limited Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$573K +$573K +11,687 New
NPF
27
Norris Perne & French
Michigan
$503K +$17.4K +355 +4%
AWM
28
Apollon Wealth Management
South Carolina
$497K -$73.6K -1,500 -13%
NAS
29
Nicolet Advisory Services
Wisconsin
$468K -$394 -8 -0.1%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$466K -$234K -4,759 -33%
ICM
31
Islay Capital Management
Texas
$450K -$740K -15,071 -62%
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$400K -$36.4K -738 -8%
RCAG
33
Rehmann Capital Advisory Group
Michigan
$381K -$2.85K -58 -0.7%
IA
34
IFP Advisors
Florida
$373K +$3.68K +75 +1%
AAS
35
Avantax Advisory Services
Texas
$311K -$99.2K -2,021 -24%
AO
36
Advisor OS
Illinois
$306K -$20.4K -416 -6%
Citadel Advisors
37
Citadel Advisors
Florida
$264K -$642K -13,080 -71%
BI
38
Bramshill Investments
Florida
$245K +$245K +5,000 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$239K -$25K -509 -9%
CFGS
40
Concourse Financial Group Securities
Alabama
$226K
GIP
41
Greatmark Investment Partners
Georgia
$223K -$3.58K -73 -2%
AF
42
Aviso Financial
Ontario, Canada
$222K +$222K +4,540 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$217K -$196 -4 -0.1%
AA
44
Ancora Advisors
Ohio
$191K
GLR
45
Great Lakes Retirement
Ohio
$121K +$121K +2,451 New
GJIA
46
Glass Jacobson Investment Advisors
Maryland
$116K -$11.3K -230 -9%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$90K +$33.9K +688 +60%
SS
48
Sunbelt Securities
Texas
$57.8K -$7.95K -162 -12%
SWM
49
Spire Wealth Management
Virginia
$36.5K +$393 +8 +1%
AF
50
Allworth Financial
California
$24.1K