FLTB icon

Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

64 hedge funds and large institutions have $127M invested in Fidelity Limited Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
27
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIW
Holos Integrated Wealth
Pennsylvania
+$5.93M
2
UBS Group
UBS Group
Switzerland
+$3.76M
3
AssetMark Inc
AssetMark Inc
California
+$3.2M
4
BCM
Beaumont Capital Management
Massachusetts
+$2.4M
5
ICM
Islay Capital Management
Texas
+$1.58M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$1.68M
2
Citadel Advisors
Citadel Advisors
Florida
-$767K
3
LPL Financial
LPL Financial
California
-$613K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$506K
5
AAS
Avantax Advisory Services
Texas
-$285K
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$730K +$225K +4,499 +45%
DAS
27
Dynamic Advisor Solutions
Arizona
$716K -$10.1K -202 -1%
NPF
28
Norris Perne & French
Michigan
$699K +$113K +2,263 +19%
SC
29
Savant Capital
Illinois
$698K +$191K +3,804 +38%
AO
30
Advisor OS
Illinois
$624K +$228K +4,557 +58%
SIA
31
Soltis Investment Advisors
Utah
$614K – – –
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$604K – – –
WAM
33
WNY Asset Management
New York
$575K +$575K +11,484 New
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$551K -$177K -3,538 -24%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$540K -$168K -3,345 -24%
MSWM
36
McGlone Suttner Wealth Management
Wisconsin
$535K -$29.7K -593 -5%
IA
37
IFP Advisors
Florida
$518K -$94.9K -1,895 -15%
Raymond James Financial
38
Raymond James Financial
Florida
$474K +$253K +5,051 +114%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$470K +$78.4K +1,566 +20%
D
40
Dentgroup
Louisiana
$453K -$52.9K -1,057 -10%
AF
41
Aviso Financial
Ontario, Canada
$446K – – –
AWM
42
Apollon Wealth Management
South Carolina
$401K – – –
UAG
43
United Advisor Group
Ohio
$346K +$8.7K +173 +3%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$252K +$23.1K +461 +10%
SCA
45
Southern Capital Advisors
Tennessee
$227K +$9.77K +195 +5%
EH
46
Equitable Holdings
New York
$211K +$211K +4,205 New
AA
47
Ancora Advisors
Ohio
$195K – – –
WCM
48
WealthTrak Capital Management
Virginia
$126K – – –
Jones Financial Companies
49
Jones Financial Companies
Missouri
$124K +$101K +2,022 +441%
GJIA
50
Glass Jacobson Investment Advisors
Maryland
$118K – – –
1
2
3