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Fidelity Limited Term Bond ETF
FLTB

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

108% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

5% more funds holding

Funds holding: 61 → 64 (+3)

1.18% more ownership

Funds ownership: 57.25% → 58.43% (+1.2%)

79% less capital invested

Capital invested by funds: $603M → $127M (-$476M)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.86%
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

Rank Fund Capital Flow
1
HIW
Holos Integrated Wealth
Pennsylvania
+$5.91M
2
UBS Group
UBS Group
Switzerland
+$3.75M
3
AssetMark Inc
AssetMark Inc
California
+$3.19M
4
BCM
Beaumont Capital Management
Massachusetts
+$2.39M
5
ICM
Islay Capital Management
Texas
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.68M
2
Citadel Advisors
Citadel Advisors
Florida
-$764K
3
LPL Financial
LPL Financial
California
-$611K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$504K
5
AAS
Avantax Advisory Services
Texas
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$190K +3,804 +38%
AO
30
Advisor OS
Illinois
$624K +$227K +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 +$573K +11,484 New
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$551K -$177K -3,538 -24%
JP Morgan Chase
35
JP Morgan Chase
New York
$540K -$167K -3,345 -24%
MSWM
36
McGlone Suttner Wealth Management
Wisconsin
$535K -$29.6K -593 -5%
IA
37
IFP Advisors
Florida
$518K -$94.6K -1,895 -15%
Raymond James Financial
38
Raymond James Financial
Florida
$474K +$252K +5,051 +114%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$470K +$78.2K +1,566 +20%
D
40
Dentgroup
Louisiana
$453K -$52.8K -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 +$8.64K +173 +3%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$252K +$23K +461 +10%
SCA
45
Southern Capital Advisors
Tennessee
$227K +$9.73K +195 +5%
EH
46
Equitable Holdings
New York
$211K +$210K +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

FLTB Hedge Fund Activity: Q1 2025 in Review

64 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q1 2025, worth a combined $127M — down 79% from $603M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FLTB positions and 6 closed out — a net gain of 4 holders — while 27 added to existing stakes and 13 trimmed.

The largest buyer was Holos Integrated Wealth, opening a new position worth an estimated $5.91M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.68M sold.

  • 64 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q1 2025, up from 61 in Q4 2024.
  • Funds reported $127M of Fidelity Limited Term Bond ETF stock for Q1 2025, down 79% quarter-over-quarter.
  • 10 funds opened new Fidelity Limited Term Bond ETF positions in Q1 2025 and 6 closed out, a net change of +4 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q1 2025 was Holos Integrated Wealth, an estimated $5.91M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q1 2025 was Flow Traders U.S., an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2025.