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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
$2.96M
2
VAS
Vestmark Advisory Solutions
Massachusetts
$5.87M
3
Morgan Stanley
Morgan Stanley
New York
$10.8M
4
FTUS
Flow Traders U.S.
New York
$1.49M
5
UBS Group
UBS Group
Switzerland
$29.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
3
AF
Aviso Financial
Ontario, Canada
$0
4
ICM
Islay Capital Management
Texas
$1.74M
5
Osaic Holdings
Osaic Holdings
Arizona
$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$197K – – –
WCM
52
WealthTrak Capital Management
Virginia
$127K – – –
GRP
53
Global Retirement Partners
California
$118K +$118K +2,335 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$103K – – –
RF
55
Roxbury Financial
New Jersey
$77.8K +$1.11K +22 +1%
GJIA
56
Glass Jacobson Investment Advisors
Maryland
$66.2K -$53.5K -1,061 -45%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$58.1K -$12.6K -250 -18%
SS
58
Sunbelt Securities
Texas
$55K -$99 -2 -0.2%
AAS
59
Ameritas Advisory Services
Nebraska
$38.5K +$38.5K +764 New
AF
60
Allworth Financial
California
$24.5K – – –
Fidelity Investments
61
Fidelity Investments
Massachusetts
$20.2K +$5.04K +100 +33%
US Bancorp
62
US Bancorp
Minnesota
$17.8K +$17.8K +353 New
PS
63
Principal Securities
Iowa
$10.9K – – –
CAL
64
Capital Advisors Ltd
Ohio
$9K – – –
HI
65
Harbour Investments
Wisconsin
$8.06K – – –
WSFS
66
Wilmington Savings Fund Society
Delaware
$2.77K – – –
NMG
67
New Millennium Group
Utah
$635 – – –
AWM
68
AE Wealth Management
Kansas
$71 -$142 -2 -67%
Wells Fargo
69
Wells Fargo
California
$36 +$36 +1 New
Citadel Advisors
70
Citadel Advisors
Florida
– -$1.26M -25,195 Closed
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
– -$604K -12,118 Closed
AF
72
Aviso Financial
Ontario, Canada
– -$446K -8,920 Closed
SCA
73
Southern Capital Advisors
Tennessee
– -$227K -4,523 Closed
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
– -$24K -485 Closed
CAM
75
Clarity Asset Management
Iowa
– -$4.26K -85 Closed
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