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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

61 hedge funds and large institutions have $603M invested in Fidelity Limited Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
29
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$55.7M
2
UBS Group
UBS Group
Switzerland
+$15.3M
3
Morgan Stanley
Morgan Stanley
New York
+$3.95M
4
LPL Financial
LPL Financial
California
+$3.6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.23M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.21M
2
WAM
WNY Asset Management
New York
-$749K
3
Prudential Financial
Prudential Financial
New Jersey
-$555K
4
SMAM
Sugar Maple Asset Management
Wisconsin
-$352K
5
Bank of America
Bank of America
North Carolina
-$341K
Name Holding Trade Value Shares
Change 		Shares
Change %
NPF
26
Norris Perne & French
Michigan
$580K +$27.3K +550 +5%
MSWM
27
McGlone Suttner Wealth Management
Wisconsin
$560K +$33.4K +672 +6%
SC
28
Savant Capital
Illinois
$502K +$176K +3,551 +54%
D
29
Dentgroup
Louisiana
$501K -$67.6K -1,363 -12%
AF
30
Aviso Financial
Ontario, Canada
$443K – – –
ICM
31
Islay Capital Management
Texas
$440K -$14.9K -300 -3%
Jane Street
32
Jane Street
New York
$406K +$406K +8,178 New
AWM
33
Apollon Wealth Management
South Carolina
$398K – – –
AO
34
Advisor OS
Illinois
$392K +$39.9K +803 +11%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$388K +$844 +17 +0.2%
UAG
36
United Advisor Group
Ohio
$333K +$333K +6,707 New
CFGS
37
Concourse Financial Group Securities
Alabama
$297K +$68.4K +1,375 +30%
AAS
38
Avantax Advisory Services
Texas
$285K -$43.4K -874 -13%
AWA
39
Adapt Wealth Advisors
Georgia
$238K +$238K +4,801 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$226K -$78.4K -1,583 -26%
Raymond James Financial
41
Raymond James Financial
Florida
$219K +$219K +4,416 New
SCA
42
Southern Capital Advisors
Tennessee
$215K +$215K +4,328 New
GRP
43
Global Retirement Partners
California
$203K +$2.08K +42 +1%
AA
44
Ancora Advisors
Ohio
$194K – – –
WCM
45
WealthTrak Capital Management
Virginia
$125K +$125K +2,510 New
GJIA
46
Glass Jacobson Investment Advisors
Maryland
$118K +$149 +3 +0.1%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$101K – – –
RF
48
Roxbury Financial
New Jersey
$75.1K +$75.1K +1,505 New
SS
49
Sunbelt Securities
Texas
$55K -$1.54K -31 -3%
Wells Fargo
50
Wells Fargo
California
$25.2K +$25.2K +507 New
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