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Fidelity Limited Term Bond ETF

71 hedge funds and large institutions have $147M invested in Fidelity Limited Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $127M → $147M (+$19.2M)

11% more funds holding

Funds holding: 6471 (+7)

3.42% more ownership

Funds ownership: 58.43%61.85% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
34
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Compass Ion Advisors
Pennsylvania
$201K +$199K +3,980 New
AA
52
Ancora Advisors
Ohio
$197K
WCM
53
WealthTrak Capital Management
Virginia
$127K
GRP
54
Global Retirement Partners
California
$118K +$117K +2,335 New
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$103K
RF
56
Roxbury Financial
New Jersey
$77.8K +$1.1K +22 +1%
GJIA
57
Glass Jacobson Investment Advisors
Maryland
$66.2K -$53.1K -1,061 -45%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$58.1K -$12.5K -250 -18%
SS
59
Sunbelt Securities
Texas
$55K -$100 -2 -0.2%
AAS
60
Ameritas Advisory Services
Nebraska
$38.5K +$38.3K +764 New
AF
61
Allworth Financial
California
$24.5K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$20.2K +$5.01K +100 +33%
US Bancorp
63
US Bancorp
Minnesota
$17.8K +$17.7K +353 New
PS
64
Principal Securities
Iowa
$10.9K
CAL
65
Capital Advisors Ltd
Ohio
$9K
HI
66
Harbour Investments
Wisconsin
$8.06K
WSFS
67
Wilmington Savings Fund Society
Delaware
$2.77K
NMG
68
New Millennium Group
Utah
$635
AWM
69
AE Wealth Management
Kansas
$71 -$100 -2 -67%
Wells Fargo
70
Wells Fargo
California
$36 +$50 +1 New
Citadel Advisors
71
Citadel Advisors
Florida
-$1.26M -25,195 Closed
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
-$604K -12,118 Closed
AF
73
Aviso Financial
Ontario, Canada
-$446K -8,920 Closed
SCA
74
Southern Capital Advisors
Tennessee
-$227K -4,523 Closed
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
-$24K -485 Closed

FLTB Hedge Fund Activity: Q2 2025 in Review

71 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q2 2025, worth a combined $147M — up 15% from $127M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FLTB positions and 6 closed out — a net gain of 7 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.69M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.26M sold.

  • 71 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q2 2025, up from 64 in Q1 2025.
  • Funds reported $147M of Fidelity Limited Term Bond ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 13 funds opened new Fidelity Limited Term Bond ETF positions in Q2 2025 and 6 closed out, a net change of +7 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q2 2025 was Cambridge Investment Research Advisors, an estimated $2.69M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q2 2025 was Citadel Advisors, an estimated $1.26M sold.

Based on aggregated 13F filings for Q2 2025.