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Fidelity Limited Term Bond ETF
FLTB

61 hedge funds and large institutions have $603M invested in Fidelity Limited Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

705% more capital invested

Capital invested by funds: $75M → $603M (+$528M)

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

8.46% more ownership

Funds ownership: 48.79% → 57.25% (+8.5%)

7% more funds holding

Funds holding: 57 → 61 (+4)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
29
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$15.4M
2
Morgan Stanley
Morgan Stanley
New York
+$3.97M
3
LPL Financial
LPL Financial
California
+$3.62M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.24M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.22M
2
WAM
WNY Asset Management
New York
-$749K
3
Prudential Financial
Prudential Financial
New Jersey
-$555K
4
SMAM
Sugar Maple Asset Management
Wisconsin
-$352K
5
Bank of America
Bank of America
North Carolina
-$343K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Allworth Financial
California
$24.2K – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$24K +$200 +4 +0.8%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$22.7K +$2.94K +59 +15%
PS
54
Principal Securities
Iowa
$10.8K – – –
CAL
55
Capital Advisors Ltd
Ohio
$9K – – –
HI
56
Harbour Investments
Wisconsin
$7.94K – – –
LOIP
57
Live Oak Investment Partners
Texas
$6.2K – – –
CAM
58
Clarity Asset Management
Iowa
$4.18K +$200 +4 +5%
SWM
59
Spire Wealth Management
Virginia
$1.79K -$35.7K -715 -95%
NMG
60
New Millennium Group
Utah
$625 – – –
AWM
61
AE Wealth Management
Kansas
$134 +$150 +3 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$59 – – –
WAM
63
WNY Asset Management
New York
– -$749K -14,874 Closed
Prudential Financial
64
Prudential Financial
New Jersey
– -$555K -11,024 Closed
SMAM
65
Sugar Maple Asset Management
Wisconsin
– -$352K -6,992 Closed
BI
66
Bramshill Investments
Florida
– -$252K -5,000 Closed
KAS
67
Kestra Advisory Services
Texas
– -$217K -4,302 Closed
CIA
68
Compass Ion Advisors
Pennsylvania
– -$200K -3,980 Closed
1 2
3

FLTB Hedge Fund Activity: Q4 2024 in Review

61 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q4 2024, worth a combined $603M — up 705% from $75M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FLTB positions and 6 closed out — a net gain of 5 holders — while 29 added to existing stakes and 11 trimmed.

The largest buyer was UBS Group, adding an estimated $15.4M. The largest seller was Envestnet Asset Management, cutting an estimated $2.22M.

  • 61 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q4 2024, up from 57 in Q3 2024.
  • Funds reported $603M of Fidelity Limited Term Bond ETF stock for Q4 2024, up 705% quarter-over-quarter.
  • 11 funds opened new Fidelity Limited Term Bond ETF positions in Q4 2024 and 6 closed out, a net change of +5 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q4 2024 was UBS Group, an estimated $15.4M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2024.