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Fidelity Limited Term Bond ETF
FLTB

72 hedge funds and large institutions have $166M invested in Fidelity Limited Term Bond ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

13% more capital invested

Capital invested by funds: $147M → $166M (+$19.6M)

1% more funds holding

Funds holding: 71 → 72 (+1)

0.01% more ownership

Funds ownership: 61.85% → 61.85% (+0.01%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
36
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$6.23M
2
GRP
Global Retirement Partners
California
+$4.16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.44M
4
KAS
Kestra Advisory Services
Texas
+$2.42M
5
ECA
Elevation Capital Advisory
Oregon
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
VAS
Vestmark Advisory Solutions
Massachusetts
-$2.97M
2
Jane Street
Jane Street
New York
-$2.68M
3
SWM
Silverlake Wealth Management
Vermont
-$486K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$349K
5
CFA
Cahill Financial Advisors
Minnesota
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$1.24M -$173K -3,431 -12%
FTUS
27
Flow Traders U.S.
New York
$1.2M -$298K -5,902 -20%
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$1.12M +$235K +4,646 +27%
CWM
29
Centurion Wealth Management
Virginia
$1.02M +$1.02M +20,098 New
SC
30
Savant Capital
Illinois
$958K +$130K +2,565 +16%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$944K -$40.7K -805 -4%
LWM
32
Lakeridge Wealth Management
Ohio
$939K +$65.2K +1,290 +7%
SA
33
Sanctuary Advisors
Indiana
$901K -$85.7K -1,694 -9%
AO
34
Advisor OS
Illinois
$834K +$85.1K +1,683 +11%
DAS
35
Dynamic Advisor Solutions
Arizona
$727K +$2.48K +49 +0.3%
NPF
36
Norris Perne & French
Michigan
$668K -$60K -1,186 -8%
EH
37
Equitable Holdings
New York
$668K +$419K +8,284 +169%
SIA
38
Soltis Investment Advisors
Utah
$621K – – –
Raymond James Financial
39
Raymond James Financial
Florida
$560K +$58.5K +1,157 +12%
D
40
Dentgroup
Louisiana
$546K +$8.29K +164 +2%
WAM
41
WNY Asset Management
New York
$545K -$31.4K -622 -5%
JP Morgan Chase
42
JP Morgan Chase
New York
$543K -$49.8K -984 -8%
MSWM
43
McGlone Suttner Wealth Management
Wisconsin
$542K – – –
CFA
44
Cahill Financial Advisors
Minnesota
$535K -$305K -6,027 -36%
UAG
45
United Advisor Group
Ohio
$501K +$121K +2,389 +32%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$474K -$3.49K -69 -0.7%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$469K +$200K +3,960 +75%
IA
48
IFP Advisors
Florida
$449K +$3.99K +79 +0.9%
Stifel Financial
49
Stifel Financial
Missouri
$443K +$443K +8,754 New
AWM
50
Apollon Wealth Management
South Carolina
$406K – – –
1
2
3 4

FLTB Hedge Fund Activity: Q3 2025 in Review

72 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q3 2025, worth a combined $166M — up 13% from $147M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FLTB positions and 8 closed out — a net gain of 2 holders — while 36 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.23M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $2.97M.

  • 72 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q3 2025, up from 71 in Q2 2025.
  • Funds reported $166M of Fidelity Limited Term Bond ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 10 funds opened new Fidelity Limited Term Bond ETF positions in Q3 2025 and 8 closed out, a net change of +2 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $6.23M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $2.97M sold.

Based on aggregated 13F filings for Q3 2025.