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Fidelity Limited Term Bond ETF

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$730K
DAS
27
Dynamic Advisor Solutions
Arizona
$716K
NPF
28
Norris Perne & French
Michigan
$699K
SC
29
Savant Capital
Illinois
$698K
AO
30
Advisor OS
Illinois
$624K
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
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$551K
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$540K
MSWM
36
McGlone Suttner Wealth Management
Wisconsin
$535K
IA
37
IFP Advisors
Florida
$518K
Raymond James Financial
38
Raymond James Financial
Florida
$474K
RCAG
39
Rehmann Capital Advisory Group
Michigan
$470K
D
40
Dentgroup
Louisiana
$453K
AF
41
Aviso Financial
Ontario, Canada
$446K
AWM
42
Apollon Wealth Management
South Carolina
$401K
UAG
43
United Advisor Group
Ohio
$346K
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$252K
SCA
45
Southern Capital Advisors
Tennessee
$227K
EH
46
Equitable Holdings
New York
$211K
AA
47
Ancora Advisors
Ohio
$195K
WCM
48
WealthTrak Capital Management
Virginia
$126K
Jones Financial Companies
49
Jones Financial Companies
Missouri
$124K
GJIA
50
Glass Jacobson Investment Advisors
Maryland
$118K