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Fidelity Limited Term Bond ETF

72 hedge funds and large institutions have $166M invested in Fidelity Limited Term Bond ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

13% more capital invested

Capital invested by funds: $147M → $166M (+$19.6M)

1% more funds holding

Funds holding: 7172 (+1)

0.01% more ownership

Funds ownership: 61.85%61.85% (+0.01%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
36
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$287K -$151K -2,977 -34%
BIS
52
BG Investment Services
Guam
$285K +$285K +5,633 New
Citadel Advisors
53
Citadel Advisors
Florida
$246K +$246K +4,859 New
CT
54
Clearstead Trust
Maine
$236K +$235K +4,650 New
CIA
55
Compass Ion Advisors
Pennsylvania
$202K
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$179K +$75.8K +1,500 +74%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$162K +$141K +2,794 +697%
RF
58
Roxbury Financial
New Jersey
$79.1K +$860 +17 +1%
GJIA
59
Glass Jacobson Investment Advisors
Maryland
$66.7K +$152 +3 +0.2%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$53K +$52.9K +1,046 New
MAM
61
MMA Asset Management
Pennsylvania
$52.6K +$52.5K +1,039 New
SS
62
Sunbelt Securities
Texas
$50.8K -$5.31K -105 -9%
AAS
63
Ameritas Advisory Services
Nebraska
$30.4K -$8.29K -164 -21%
AF
64
Allworth Financial
California
$24.7K
AF
65
Advisornet Financial
Minnesota
$15.9K +$15.9K +314 New
PS
66
Principal Securities
Iowa
$11.5K +$506 +10 +5%
ASN
67
Advisory Services Network
Georgia
$10.5K +$10.5K +208 New
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$10K -$48.2K -954 -83%
HI
69
Harbour Investments
Wisconsin
$8.11K
WSFS
70
Wilmington Savings Fund Society
Delaware
$2.79K
NMG
71
New Millennium Group
Utah
$638
AWM
72
AE Wealth Management
Kansas
$72
Wells Fargo
73
Wells Fargo
California
$6 -$51 -1 Closed
Jane Street
74
Jane Street
New York
-$2.68M -53,268 Closed
SWM
75
Silverlake Wealth Management
Vermont
-$486K -9,640 Closed

FLTB Hedge Fund Activity: Q3 2025 in Review

72 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q3 2025, worth a combined $166M — up 13% from $147M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FLTB positions and 8 closed out — a net gain of 2 holders — while 36 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.23M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $2.97M.

  • 72 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q3 2025, up from 71 in Q2 2025.
  • Funds reported $166M of Fidelity Limited Term Bond ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 10 funds opened new Fidelity Limited Term Bond ETF positions in Q3 2025 and 8 closed out, a net change of +2 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $6.23M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $2.97M sold.

Based on aggregated 13F filings for Q3 2025.