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Fidelity Limited Term Bond ETF
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Overview Fund Activity

59 hedge funds and large institutions have $101M invested in Fidelity Limited Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-11
Holders Change %
-15.71%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
15
Reduced
26
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.83M
2
AWE
Avidian Wealth Enterprises
Texas
+$3.23M
3
KPWS
Kestra Private Wealth Services
Texas
+$1.79M
4
UBS Group
UBS Group
Switzerland
+$1.12M
5
OFG
OmniStar Financial Group
North Carolina
+$897K

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$50.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.2M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.39M
4
ACM
Absolute Capital Management
Pennsylvania
-$3.04M
5
LWA
Lineweaver Wealth Advisors
Ohio
-$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
76
Money Concepts Capital
Florida
– -$8.46K -176 Closed
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
– -$5.56K -116 Closed
NA
78
NewEdge Advisors
Louisiana
– -$5.47K -114 Closed
Fidelity Investments
79
Fidelity Investments
Massachusetts
– -$384 -8 Closed
FA
80
Fiduciary Alliance
South Carolina
– -$47 -1 Closed
1 2 3
4