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Fidelity Limited Term Bond ETF

81 hedge funds and large institutions have $210M invested in Fidelity Limited Term Bond ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

27% more capital invested

Capital invested by funds: $166M → $210M (+$44.2M)

13% more funds holding

Funds holding: 7281 (+9)

2.02% more ownership

Funds ownership: 61.85%63.87% (+2%)

Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
17
Increased
35
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
26
Clearwave Capital
California
$1.32M +$1.32M +26,084 New
VAS
27
Vestmark Advisory Solutions
Massachusetts
$1.31M -$1.61M -31,672 -55%
ECA
28
Elevation Capital Advisory
Oregon
$1.3M -$359K -7,079 -22%
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$1.25M +$134K +2,633 +12%
FPAS
30
Focus Partners Advisor Solutions
Missouri
$1.17M -$1.08M -21,205 -48%
EH
31
Equitable Holdings
New York
$1.05M +$382K +7,531 +57%
CWM
32
Centurion Wealth Management
Virginia
$992K -$25.8K -509 -3%
LWM
33
Lakeridge Wealth Management
Ohio
$958K +$19K +375 +2%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$925K -$19.1K -376 -2%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$913K -$324K -6,374 -26%
AO
36
Advisor OS
Illinois
$868K +$34.2K +674 +4%
SA
37
Sanctuary Advisors
Indiana
$843K -$58.2K -1,146 -6%
NPF
38
Norris Perne & French
Michigan
$764K +$96.3K +1,898 +14%
FTUS
39
Flow Traders U.S.
New York
$728K -$474K -9,330 -39%
Raymond James Financial
40
Raymond James Financial
Florida
$637K +$76.3K +1,503 +14%
SIA
41
Soltis Investment Advisors
Utah
$621K
A
42
Alongside
Texas
$591K +$592K +11,671 New
JP Morgan Chase
43
JP Morgan Chase
New York
$580K +$37.1K +731 +7%
CFA
44
Cahill Financial Advisors
Minnesota
$561K +$25.6K +505 +5%
RC
45
Resolute Capital
South Carolina
$561K +$562K +11,069 New
IA
46
IFP Advisors
Florida
$503K +$54.6K +1,076 +12%
MSWM
47
McGlone Suttner Wealth Management
Wisconsin
$501K -$40.6K -800 -7%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$474K -$51 -1 -0%
SPC
49
Sigma Planning Corp
Michigan
$460K +$461K +9,075 New
D
50
Dentgroup
Louisiana
$458K -$88K -1,733 -16%