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Fidelity Limited Term Bond ETF

79 hedge funds and large institutions have $222M invested in Fidelity Limited Term Bond ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 18

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $210M → $222M (+$11.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 8179 (-2)

6.51% less ownership

Funds ownership: 63.87%57.36% (-6.5%)

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
43
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$1.59M +$542K +10,695 +52%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.51M -$212K -4,175 -12%
CC
28
Clearwave Capital
California
$1.46M +$154K +3,032 +12%
JP Morgan Chase
29
JP Morgan Chase
New York
$1.22M +$658K +12,990 +114%
AO
30
Advisor OS
Illinois
$1.2M +$341K +6,722 +39%
FPAS
31
Focus Partners Advisor Solutions
Missouri
$1.15M -$8.61K -170 -0.7%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$1.15M +$243K +4,796 +27%
CWM
33
Centurion Wealth Management
Virginia
$987K +$2.03K +40 +0.2%
VAS
34
Vestmark Advisory Solutions
Massachusetts
$966K -$339K -6,690 -26%
LWM
35
Lakeridge Wealth Management
Ohio
$914K -$37K -731 -4%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$886K -$32.7K -645 -4%
FFA
37
Farther Finance Advisors
California
$850K +$770K +15,190 +867%
HPM
38
Hoxton Planning & Management
West Virginia
$810K +$817K +16,121 New
NPF
39
Norris Perne & French
Michigan
$759K +$507 +10 +0.1%
Raymond James Financial
40
Raymond James Financial
Florida
$692K +$61.1K +1,206 +10%
RC
41
Resolute Capital
South Carolina
$633K +$77.4K +1,528 +14%
SIA
42
Soltis Investment Advisors
Utah
$616K
CFA
43
Cahill Financial Advisors
Minnesota
$559K +$2.58K +51 +0.5%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$527K +$57.5K +1,134 +12%
MSWM
45
McGlone Suttner Wealth Management
Wisconsin
$497K
BIS
46
BG Investment Services
Guam
$490K +$85K +1,678 +21%
IA
47
IFP Advisors
Florida
$454K -$46.4K -915 -9%
UAG
48
United Advisor Group
Ohio
$451K +$23.3K +459 +5%
OFS
49
Opus Financial Solutions
Illinois
$414K -$1.37K -27 -0.3%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$324K +$37K +731 +13%