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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

41 hedge funds and large institutions have $41.9M invested in Fidelity Limited Term Bond ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
13
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$4.34M
2
Bank of America
Bank of America
North Carolina
+$2.55M
3
MFM
Mirsky Financial Management
New York
+$606K
4
Morgan Stanley
Morgan Stanley
New York
+$548K
5
FTUS
Flow Traders U.S.
New York
+$511K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.84M
2
Jane Street
Jane Street
New York
-$2.6M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$710K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$495K
5
LI
LVZ Inc
Michigan
-$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
1
Mirsky Financial Management
New York
$7.45M +$606K +11,904 +9%
Morgan Stanley
2
Morgan Stanley
New York
$5.54M +$548K +10,768 +11%
AssetMark Inc
3
AssetMark Inc
California
$4.34M +$4.34M +85,299 +1,421,650%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.12M -$710K -13,943 -19%
SIA
5
Soltis Investment Advisors
Utah
$2.78M +$2.78M +54,551 New
Bank of America
6
Bank of America
North Carolina
$2.7M +$2.55M +50,135 +1,758%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.43M +$288K +5,653 +13%
Jane Street
8
Jane Street
New York
$1.82M -$2.6M -51,092 -59%
FTUS
9
Flow Traders U.S.
New York
$1.42M +$511K +10,036 +56%
AG
10
Advisor Group
Arizona
$1.22M +$124K +2,437 +11%
PAG
11
Private Advisor Group
New Jersey
$934K +$10.4K +205 +1%
LI
12
LVZ Inc
Michigan
$918K -$208K -4,083 -18%
IA
13
IFP Advisors
Florida
$837K +$106K +2,085 +15%
BRWA
14
B. Riley Wealth Advisors
Florida
$678K -$55.5K -1,089 -8%
UBS Group
15
UBS Group
Switzerland
$591K -$43K -844 -7%
CONA
16
Capital One National Association
New York
$582K +$582K +11,441 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$502K -$44.6K -876 -8%
RWP
18
RWA Wealth Partners
Massachusetts
$468K -$204K -4,006 -30%
ICM
19
Islay Capital Management
Texas
$397K +$397K +7,807 New
SPC
20
Sigma Planning Corp
Michigan
$395K +$42.3K +831 +12%
SS
21
Sunbelt Securities
Texas
$392K +$392K +7,696 New
LPL Financial
22
LPL Financial
California
$368K -$34.5K -678 -9%
AWM
23
Altium Wealth Management
New York
$291K – – –
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$290K -$495K -9,718 -63%
BIP
25
Blueprint Investment Partners
North Carolina
$288K +$288K +5,656 New
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