FLTB icon

Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

70 hedge funds and large institutions have $186M invested in Fidelity Limited Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+18
Holders Change %
+34.62%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
16
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$50.2M
2
Jane Street
Jane Street
New York
+$7.71M
3
UBS Group
UBS Group
Switzerland
+$5.05M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.13M
5
ACM
Absolute Capital Management
Pennsylvania
+$3.04M

Top Sellers

1
LI
LVZ Inc
Michigan
-$10.7M
2
IA
IFP Advisors
Florida
-$7.22M
3
NPF
Norris Perne & French
Michigan
-$5.74M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.22M
5
RCAG
Rehmann Capital Advisory Group
Michigan
-$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$224K +$224K +4,657 New
KAS
52
Kestra Advisory Services
Texas
$220K -$15.5K -324 -7%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$201K -$293K -6,089 -59%
GJIA
54
Glass Jacobson Investment Advisors
Maryland
$182K +$182K +3,798 New
NMG
55
New Millennium Group
Utah
$156K -$11.2K -233 -7%
CAL
56
Capital Advisors Ltd
Ohio
$127K +$127K +2,639 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$108K +$30.9K +642 +40%
ASN
58
Advisory Services Network
Georgia
$107K +$107K +2,233 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$37K +$97 +2 +0.3%
SWM
60
Spire Wealth Management
Virginia
$34K +$193 +4 +0.6%
AF
61
Allworth Financial
California
$23.4K -$54.5K -1,136 -70%
HI
62
Harbour Investments
Wisconsin
$22.1K – – –
TWA
63
TCI Wealth Advisors
Arizona
$16.1K – – –
GEA
64
Glen Eagle Advisors
New Jersey
$13.3K +$13.3K +278 New
MCC
65
Money Concepts Capital
Florida
$8.46K +$8.46K +176 New
LOIP
66
Live Oak Investment Partners
Texas
$6K – – –
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$5.56K +$5.56K +116 New
NA
68
NewEdge Advisors
Louisiana
$5.47K +$5.47K +114 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$384 +$336 +7 +700%
FA
70
Fiduciary Alliance
South Carolina
$47 +$47 +1 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– -$967K -20,315 Closed
AWM
72
Axxcess Wealth Management
California
– -$470K -9,870 Closed
PJSIMP
73
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$450K -9,538 Closed
Citadel Advisors
74
Citadel Advisors
Florida
– -$443K -9,317 Closed
AFP
75
Ausdal Financial Partners
Iowa
– -$272K -5,708 Closed
1 2
3
4