Fidelity Limited Term Bond ETF
FLTB
FLTB
56 hedge funds and large institutions have $87M invested in Fidelity Limited Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.8M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.73M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$1.29M |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
-$909K |
| 5 |
Jane Street
New York
|
-$671K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SWM
51
Spire Wealth Management
Mclean,
Virginia
| $34.5K | +$239 | +5 | +0.7% |
|
|
AF
52
Allworth Financial
Folsom,
California
| $23.3K | – | – | – |
|
|
HI
53
Harbour Investments
Madison,
Wisconsin
| $22K | – | – | – |
|
54
AssetMark Inc
Concord,
California
| $8.94K | – | – | – |
|
|
LOIP
55
Live Oak Investment Partners
Austin,
Texas
| $5.98K | -$6K | – | – |
|
|
FSWA
56
Financial Synergies Wealth Advisors
Houston,
Texas
| $1.63K | – | – | – |
|
57
Wells Fargo
San Francisco,
California
| $25 | – | – | – |
|
|
AA
58
Advisory Alpha
Holland,
Michigan
| – | -$909K | -18,945 | Closed |
|
59
Stifel Financial
St. Louis,
Missouri
| – | -$384K | -8,000 | Closed |
|
60
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$215K | -4,478 | Closed |
|
|
PJSIMP
61
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| – | -$212K | -4,403 | Closed |
|
62
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$15K | -313 | Closed |
|
|
GEA
63
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$10K | -209 | Closed |
|
|
FA
64
Fiduciary Alliance
Greenville,
South Carolina
| – | -$47 | -1 | Closed |
|