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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

70 hedge funds and large institutions have $144M invested in Fidelity Limited Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
33
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.71M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$2.22M
3
Morgan Stanley
Morgan Stanley
New York
+$1.72M
4
FTUS
Flow Traders U.S.
New York
+$1.49M
5
UBS Group
UBS Group
Switzerland
+$1.44M

Top Sellers

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
-$294K
5
Osaic Holdings
Osaic Holdings
Arizona
-$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$877K +$142K +2,822 +19%
LWM
27
Lakeridge Wealth Management
Ohio
$869K +$1.92K +38 +0.2%
CFA
28
Cahill Financial Advisors
Minnesota
$836K +$5.04K +100 +0.6%
SC
29
Savant Capital
Illinois
$824K +$122K +2,417 +17%
AO
30
Advisor OS
Illinois
$745K +$117K +2,327 +19%
NPF
31
Norris Perne & French
Michigan
$724K +$21.1K +419 +3%
DAS
32
Dynamic Advisor Solutions
Arizona
$721K +$403 +8 +0.1%
SIA
33
Soltis Investment Advisors
Utah
$618K – – –
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$589K +$46.2K +916 +8%
WAM
35
WNY Asset Management
New York
$573K -$5.54K -110 -1%
MSWM
36
McGlone Suttner Wealth Management
Wisconsin
$539K +$101 +2 +0%
D
37
Dentgroup
Louisiana
$535K +$79.1K +1,570 +17%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$518K +$518K +10,271 New
Raymond James Financial
39
Raymond James Financial
Florida
$499K +$22.1K +438 +5%
SWM
40
Silverlake Wealth Management
Vermont
$486K +$486K +9,640 New
RCAG
41
Rehmann Capital Advisory Group
Michigan
$475K +$1.82K +36 +0.4%
IA
42
IFP Advisors
Florida
$443K -$78.9K -1,565 -15%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$435K -$119K -2,366 -22%
AWM
44
Apollon Wealth Management
South Carolina
$404K – – –
UAG
45
United Advisor Group
Ohio
$379K +$31K +613 +9%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$265K +$141K +2,792 +113%
AAS
47
Avantax Advisory Services
Texas
$262K +$262K +5,203 New
EH
48
Equitable Holdings
New York
$247K +$34.7K +689 +16%
KAS
49
Kestra Advisory Services
Texas
$216K +$216K +4,284 New
CIA
50
Compass Ion Advisors
Pennsylvania
$201K +$201K +3,980 New
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