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Fidelity Limited Term Bond ETF
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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: 1 → 2 (+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: 72 → 81 (+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
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$28.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.41M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.83M
4
Morgan Stanley
Morgan Stanley
New York
+$3.14M
5
KAS
Kestra Advisory Services
Texas
+$3.11M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$6.85M
2
BCM
Beaumont Capital Management
Massachusetts
-$2.61M
3
VAS
Vestmark Advisory Solutions
Massachusetts
-$1.61M
4
FPAS
Focus Partners Advisor Solutions
Missouri
-$1.08M
5
DAS
Dynamic Advisor Solutions
Arizona
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
76
Harbour Investments
Wisconsin
$8.11K – – –
AWM
77
Abound Wealth Management
Tennessee
$5.07K +$5.08K +100 New
AWM
78
AE Wealth Management
Kansas
$3.21K +$3.15K +62 +6,200%
WSFS
79
Wilmington Savings Fund Society
Delaware
$2.79K – – –
NMG
80
New Millennium Group
Utah
$638 – – –
Wells Fargo
81
Wells Fargo
California
$44 +$51 +1 New
BCM
82
Beaumont Capital Management
Massachusetts
– -$2.61M -51,444 Closed
DAS
83
Dynamic Advisor Solutions
Arizona
– -$727K -14,355 Closed
Citadel Advisors
84
Citadel Advisors
Florida
– -$246K -4,859 Closed
MAM
85
MMA Asset Management
Pennsylvania
– -$52.6K -1,039 Closed
AAS
86
Ameritas Advisory Services
Nebraska
– -$30.4K -600 Closed
PS
87
Principal Securities
Iowa
– -$11.5K -227 Closed
ASN
88
Advisory Services Network
Georgia
– -$10.5K -208 Closed
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