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Fidelity Limited Term Bond ETF

26 hedge funds and large institutions have $70M invested in Fidelity Limited Term Bond ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$48.7M +$46.7M +942,659 +2,363%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.84M +$465K +9,381 +11%
BRWA
3
B. Riley Wealth Advisors
Florida
$4.2M +$141K +2,855 +3%
ACP
4
Aveo Capital Partners
Colorado
$2.09M +$2.09M +42,127 New
UBS Group
5
UBS Group
Switzerland
$2.03M +$2.03M +40,932 New
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.88M +$1.43M +28,878 +316%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$950K -$3.86K -78 -0.4%
RCAG
8
Rehmann Capital Advisory Group
Michigan
$774K -$11.8K -239 -2%
SPC
9
Sigma Planning Corp
Michigan
$773K -$4.41K -89 -0.6%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$578K -$129K -2,598 -18%
BFA
11
Beaumont Financial Advisors
Massachusetts
$512K +$512K +10,344 New
Morgan Stanley
12
Morgan Stanley
New York
$491K -$29.4K -594 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$441K +$430K +8,712 +3,788%
Bank of America
14
Bank of America
North Carolina
$408K +$398K +8,034 +3,977%
VF
15
Virtu Financial
New York
$379K -$487K -9,845 -56%
GIP
16
Greatmark Investment Partners
Georgia
$333K -$6.19K -125 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$316K -$524K -10,569 -62%
CFD
18
Creative Financial Designs
Indiana
$125K -$308K -6,234 -71%
PCG
19
Private Capital Group
Connecticut
$99K
AG
20
Advisor Group
Arizona
$39K +$39K +797 New
BWA
21
BDO Wealth Advisors
Florida
$24K +$24K +480 New
PWM
22
Perigon Wealth Management
California
$17K
OIA
23
Optimum Investment Advisors
Illinois
$15K +$15K +300 New
IF
24
Ironwood Financial
Arizona
$7K
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$3K