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Fidelity Limited Term Bond ETF

81 hedge funds and large institutions have $210M invested in Fidelity Limited Term Bond ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

27% more capital invested

Capital invested by funds: $166M → $210M (+$44.2M)

13% more funds holding

Funds holding: 7281 (+9)

2.02% more ownership

Funds ownership: 61.85%63.87% (+2%)

Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
17
Increased
35
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UAG
51
United Advisor Group
Ohio
$431K -$71.7K -1,412 -14%
OFS
52
Opus Financial Solutions
Illinois
$419K +$420K +8,265 New
BIS
53
BG Investment Services
Guam
$409K +$124K +2,436 +43%
AWM
54
Apollon Wealth Management
South Carolina
$406K
WIA
55
Westview Investment Advisors
Vermont
$399K +$400K +7,879 New
Goldman Sachs
56
Goldman Sachs
New York
$306K +$307K +6,041 New
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$289K +$2.59K +51 +0.9%
Stifel Financial
58
Stifel Financial
Missouri
$252K -$192K -3,787 -43%
CT
59
Clearstead Trust
Maine
$236K
BEI
60
Benjamin Edwards Inc
Missouri
$225K +$225K +4,434 New
Fidelity Investments
61
Fidelity Investments
Massachusetts
$212K +$50.1K +988 +31%
CIA
62
Compass Ion Advisors
Pennsylvania
$202K
FHA
63
Flagship Harbor Advisors
Massachusetts
$114K +$115K +2,260 New
Comerica Bank
64
Comerica Bank
Texas
$101K +$102K +2,000 New
AF
65
Advisornet Financial
Minnesota
$89K +$73.2K +1,442 +459%
FFA
66
Farther Finance Advisors
California
$88.8K +$88.9K +1,752 New
RF
67
Roxbury Financial
New Jersey
$79.9K +$812 +16 +1%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$79.6K +$26.6K +525 +50%
GJIA
69
Glass Jacobson Investment Advisors
Maryland
$57.9K -$8.83K -174 -13%
SS
70
Sunbelt Securities
Texas
$48.7K -$2.18K -43 -4%
IRAG
71
Investment Research & Advisory Group
Georgia
$41.1K +$41.2K +811 New
GAFA
72
Garton & Associates Financial Advisors
Kentucky
$40K +$40K +789 New
SWM
73
Spire Wealth Management
Virginia
$35.2K +$35.2K +694 New
AF
74
Allworth Financial
California
$24.7K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$10.1K +$102 +2 +1%