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Fidelity Limited Term Bond ETF

80 hedge funds and large institutions have $210M invested in Fidelity Limited Term Bond ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
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
OFS
51
Opus Financial Solutions
Illinois
$419K
BIS
52
BG Investment Services
Guam
$409K
AWM
53
Apollon Wealth Management
South Carolina
$406K
WIA
54
Westview Investment Advisors
Vermont
$399K
Goldman Sachs
55
Goldman Sachs
New York
$306K
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$289K
Stifel Financial
57
Stifel Financial
Missouri
$252K
CT
58
Clearstead Trust
Maine
$236K
BEI
59
Benjamin Edwards Inc
Missouri
$225K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$212K
CIA
61
Compass Ion Advisors
Pennsylvania
$202K
FHA
62
Flagship Harbor Advisors
Massachusetts
$114K
Comerica Bank
63
Comerica Bank
Texas
$101K
AF
64
Advisornet Financial
Minnesota
$89K
FFA
65
Farther Finance Advisors
California
$88.8K
RF
66
Roxbury Financial
New Jersey
$79.9K
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$79.6K
GJIA
68
Glass Jacobson Investment Advisors
Maryland
$57.9K
SS
69
Sunbelt Securities
Texas
$48.7K
IRAG
70
Investment Research & Advisory Group
Georgia
$41.1K
GAFA
71
Garton & Associates Financial Advisors
Kentucky
$40K
SWM
72
Spire Wealth Management
Virginia
$35.2K
AF
73
Allworth Financial
California
$24.7K
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$10.1K
HI
75
Harbour Investments
Wisconsin
$8.11K