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Fidelity Limited Term Bond ETF
FLTB

71 hedge funds and large institutions have $147M invested in Fidelity Limited Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $127M → $147M (+$19.2M)

11% more funds holding

Funds holding: 64 → 71 (+7)

3.42% more ownership

Funds ownership: 58.43% → 61.85% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
34
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.69M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$2.2M
3
Morgan Stanley
Morgan Stanley
New York
+$1.71M
4
FTUS
Flow Traders U.S.
New York
+$1.48M
5
UBS Group
UBS Group
Switzerland
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.26M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$604K
3
AF
Aviso Financial
Ontario, Canada
-$446K
4
ICM
Islay Capital Management
Texas
-$292K
5
SCA
Southern Capital Advisors
Tennessee
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$955K -$206K -4,108 -18%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$877K +$141K +2,822 +19%
LWM
28
Lakeridge Wealth Management
Ohio
$869K +$1.9K +38 +0.2%
CFA
29
Cahill Financial Advisors
Minnesota
$836K +$5.01K +100 +0.6%
SC
30
Savant Capital
Illinois
$824K +$121K +2,417 +17%
AO
31
Advisor OS
Illinois
$745K +$117K +2,327 +19%
NPF
32
Norris Perne & French
Michigan
$724K +$21K +419 +3%
DAS
33
Dynamic Advisor Solutions
Arizona
$721K +$401 +8 +0.1%
SIA
34
Soltis Investment Advisors
Utah
$618K – – –
JP Morgan Chase
35
JP Morgan Chase
New York
$589K +$45.9K +916 +8%
WAM
36
WNY Asset Management
New York
$573K -$5.51K -110 -1%
MSWM
37
McGlone Suttner Wealth Management
Wisconsin
$539K +$100 +2 +0%
D
38
Dentgroup
Louisiana
$535K +$78.6K +1,570 +17%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$518K +$514K +10,271 New
Raymond James Financial
40
Raymond James Financial
Florida
$499K +$21.9K +438 +5%
SWM
41
Silverlake Wealth Management
Vermont
$486K +$483K +9,640 New
RCAG
42
Rehmann Capital Advisory Group
Michigan
$475K +$1.8K +36 +0.4%
IA
43
IFP Advisors
Florida
$443K -$78.4K -1,565 -15%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$435K -$119K -2,366 -22%
AWM
45
Apollon Wealth Management
South Carolina
$404K – – –
UAG
46
United Advisor Group
Ohio
$379K +$30.7K +613 +9%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$265K +$140K +2,792 +113%
AAS
48
Avantax Advisory Services
Texas
$262K +$261K +5,203 New
EH
49
Equitable Holdings
New York
$247K +$34.5K +689 +16%
KAS
50
Kestra Advisory Services
Texas
$216K +$215K +4,284 New
1
2
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FLTB Hedge Fund Activity: Q2 2025 in Review

71 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q2 2025, worth a combined $147M — up 15% from $127M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FLTB positions and 6 closed out — a net gain of 7 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.69M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.26M sold.

  • 71 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q2 2025, up from 64 in Q1 2025.
  • Funds reported $147M of Fidelity Limited Term Bond ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 13 funds opened new Fidelity Limited Term Bond ETF positions in Q2 2025 and 6 closed out, a net change of +7 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q2 2025 was Cambridge Investment Research Advisors, an estimated $2.69M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q2 2025 was Citadel Advisors, an estimated $1.26M sold.

Based on aggregated 13F filings for Q2 2025.