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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

33 hedge funds and large institutions have $80.5M invested in Fidelity Limited Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$51.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.18M
3
ACP
Aveo Capital Partners
Colorado
+$2.51M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.71M
5
LI
LVZ Inc
Michigan
+$1.56M

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
-$3.29M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.65M
3
VF
Virtu Financial
New York
-$2.44M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$2.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$938K
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$51.1M +$51.1M +1,036,447 +162,708%
Citadel Advisors
2
Citadel Advisors
Florida
$4.18M +$4.18M +84,851 New
Jane Street
3
Jane Street
New York
$3.72M +$458K +9,295 +14%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.39M +$1.52M +30,840 +81%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.23M -$938K -19,035 -23%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.59M +$1.71M +34,642 +193%
ACP
7
Aveo Capital Partners
Colorado
$2.51M +$2.51M +51,034 New
LI
8
LVZ Inc
Michigan
$2.28M +$1.56M +31,631 +215%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.19M +$103K +2,094 +9%
RCAG
10
Rehmann Capital Advisory Group
Michigan
$945K +$102K +2,073 +12%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$823K +$252K +5,116 +44%
SPC
12
Sigma Planning Corp
Michigan
$753K +$32.3K +656 +4%
LNC
13
Lincoln National Corp
Pennsylvania
$658K +$59.8K +1,213 +10%
RWP
14
RWA Wealth Partners
Massachusetts
$602K +$290K +5,887 +93%
Morgan Stanley
15
Morgan Stanley
New York
$559K +$26.9K +545 +5%
BRWA
16
B. Riley Wealth Advisors
Florida
$536K -$3.29M -66,606 -86%
GIP
17
Greatmark Investment Partners
Georgia
$366K – – –
LPL Financial
18
LPL Financial
California
$280K +$280K +5,690 New
TSS
19
Two Sigma Securities
New York
$206K +$206K +4,191 New
UBS Group
20
UBS Group
Switzerland
$153K +$39.5K +800 +35%
CFD
21
Creative Financial Designs
Indiana
$122K +$1.38K +28 +1%
IA
22
IFP Advisors
Florida
$81K +$21.8K +442 +37%
Bank of America
23
Bank of America
North Carolina
$79K -$334K -6,734 -81%
Wells Fargo
24
Wells Fargo
California
$56K +$56K +1,137 New
AG
25
Advisor Group
Arizona
$35K +$30K +601 +601%
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