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Fidelity Limited Term Bond ETF

78 hedge funds and large institutions have $208M invested in Fidelity Limited Term Bond ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Apollon Wealth Management
South Carolina
$406K
WIA
52
Westview Investment Advisors
Vermont
$399K
Goldman Sachs
53
Goldman Sachs
New York
$306K
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$289K
Stifel Financial
55
Stifel Financial
Missouri
$252K
CT
56
Clearstead Trust
Maine
$236K
BEI
57
Benjamin Edwards Inc
Missouri
$225K
Fidelity Investments
58
Fidelity Investments
Massachusetts
$212K
CIA
59
Compass Ion Advisors
Pennsylvania
$202K
FHA
60
Flagship Harbor Advisors
Massachusetts
$114K
Comerica Bank
61
Comerica Bank
Texas
$101K
AF
62
Advisornet Financial
Minnesota
$89K
FFA
63
Farther Finance Advisors
California
$88.8K
RF
64
Roxbury Financial
New Jersey
$79.9K
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$79.6K
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$57.9K
SS
67
Sunbelt Securities
Texas
$48.7K
IRAG
68
Investment Research & Advisory Group
Georgia
$41.1K
GAFA
69
Garton & Associates Financial Advisors
Kentucky
$40K
SWM
70
Spire Wealth Management
Virginia
$35.2K
AF
71
Allworth Financial
California
$24.7K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$10.1K
HI
73
Harbour Investments
Wisconsin
$8.11K
AWM
74
Abound Wealth Management
Tennessee
$5.07K
AWM
75
AE Wealth Management
Kansas
$3.21K