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Fidelity Limited Term Bond ETF

79 hedge funds and large institutions have $222M invested in Fidelity Limited Term Bond ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 18

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $210M → $222M (+$11.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 8179 (-2)

6.51% less ownership

Funds ownership: 63.87%57.36% (-6.5%)

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
43
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$309K +$99.6K +1,966 +47%
FTUS
52
Flow Traders U.S.
New York
$271K -$456K -8,996 -63%
HighTower Advisors
53
HighTower Advisors
Illinois
$270K +$272K +5,361 New
IAA
54
Independent Advisor Alliance
North Carolina
$264K +$266K +5,256 New
BEI
55
Benjamin Edwards Inc
Missouri
$257K +$34.7K +684 +15%
CT
56
Clearstead Trust
Maine
$234K
Stifel Financial
57
Stifel Financial
Missouri
$225K -$24.4K -482 -10%
SCA
58
Southern Capital Advisors
Tennessee
$217K +$219K +4,323 New
CIA
59
Compass Ion Advisors
Pennsylvania
$200K
CAM
60
Clarity Asset Management
Iowa
$188K +$190K +3,747 New
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$116K +$37.4K +739 +47%
RF
62
Roxbury Financial
New Jersey
$105K +$26.3K +519 +33%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$101K +$101K +2,000 New
AF
64
Advisornet Financial
Minnesota
$95.3K +$7.09K +140 +8%
RFP
65
Root Financial Partners
California
$68.4K +$69K +1,362 New
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$57.5K +$51 +1 +0.1%
SS
67
Sunbelt Securities
Texas
$48.4K +$101 +2 +0.2%
IRAG
68
Investment Research & Advisory Group
Georgia
$40.8K
AF
69
Allworth Financial
California
$24.5K
SWM
70
Spire Wealth Management
Virginia
$14.9K -$20.1K -397 -57%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$10.2K +$101 +2 +1%
BH
72
Burk Holdings
Oklahoma
$8.65K +$8.72K +172 New
HI
73
Harbour Investments
Wisconsin
$8.04K
RF
74
Rossby Financial
Florida
$5.77K +$5.83K +115 New
AWM
75
Abound Wealth Management
Tennessee
$5.08K +$51 +1 +1%