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Fidelity Limited Term Bond ETF
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Overview Fund Activity

64 hedge funds and large institutions have $127M invested in Fidelity Limited Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
27
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIW
Holos Integrated Wealth
Pennsylvania
+$5.93M
2
UBS Group
UBS Group
Switzerland
+$3.76M
3
AssetMark Inc
AssetMark Inc
California
+$3.2M
4
BCM
Beaumont Capital Management
Massachusetts
+$2.4M
5
ICM
Islay Capital Management
Texas
+$1.58M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$1.68M
2
Citadel Advisors
Citadel Advisors
Florida
-$767K
3
LPL Financial
LPL Financial
California
-$613K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$506K
5
AAS
Avantax Advisory Services
Texas
-$285K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$102K – – –
RF
52
Roxbury Financial
New Jersey
$76.3K +$852 +17 +1%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$70.2K +$70.2K +1,402 New
SS
54
Sunbelt Securities
Texas
$55.7K +$100 +2 +0.2%
AF
55
Allworth Financial
California
$24.4K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$24K +$297 +6 +1%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$15.1K +$15K +300 +30,000%
PS
58
Principal Securities
Iowa
$10.8K – – –
CAL
59
Capital Advisors Ltd
Ohio
$9K – – –
HI
60
Harbour Investments
Wisconsin
$8.01K – – –
CAM
61
Clarity Asset Management
Iowa
$4.26K +$50 +1 +1%
WSFS
62
Wilmington Savings Fund Society
Delaware
$2.76K +$2.76K +55 New
NMG
63
New Millennium Group
Utah
$631 – – –
AWM
64
AE Wealth Management
Kansas
$136 – – –
Wells Fargo
65
Wells Fargo
California
$6 -$25.2K -507 Closed
FTUS
66
Flow Traders U.S.
New York
– -$1.68M -33,749 Closed
CFGS
67
Concourse Financial Group Securities
Alabama
– -$297K -5,965 Closed
AAS
68
Avantax Advisory Services
Texas
– -$285K -5,748 Closed
AWA
69
Adapt Wealth Advisors
Georgia
– -$238K -4,801 Closed
SWM
70
Spire Wealth Management
Virginia
– -$1.79K -36 Closed
LOIP
71
Live Oak Investment Partners
Texas
– -$6.2K – –
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