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Fidelity Limited Term Bond ETF

34 hedge funds and large institutions have $86.6M invested in Fidelity Limited Term Bond ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-7
Holders Change %
-17.07%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
13
Reduced
10
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$47.4M +$47.4M +906,144 +15,102,400%
MFM
2
Mirsky Financial Management
New York
$7.99M -$426K -8,151 -5%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.45M +$2.81M +53,620 +60%
Morgan Stanley
4
Morgan Stanley
New York
$4.36M +$3.04M +58,053 +229%
Bank of America
5
Bank of America
North Carolina
$3.02M +$723K +13,823 +32%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.74M +$142K +2,705 +5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.73M +$1.42M +27,182 +469%
Jane Street
8
Jane Street
New York
$1.54M -$14.3M -273,583 -90%
SIA
9
Soltis Investment Advisors
Utah
$1.42M -$988K -18,878 -41%
ICM
10
Islay Capital Management
Texas
$1.11M +$507K +9,687 +84%
LI
11
LVZ Inc
Michigan
$991K -$4.73M -90,399 -83%
IA
12
IFP Advisors
Florida
$879K -$992 -19 -0.1%
LPL Financial
13
LPL Financial
California
$864K +$79.5K +1,520 +10%
UBS Group
14
UBS Group
Switzerland
$814K +$754K +14,414 +1,258%
RCAG
15
Rehmann Capital Advisory Group
Michigan
$781K +$1.88K +36 +0.2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$676K +$234K +4,461 +53%
BRWA
17
B. Riley Wealth Advisors
Florida
$502K -$108K -2,064 -18%
OIA
18
OneDigital Investment Advisors
Kansas
$422K +$422K +8,057 New
RWP
19
RWA Wealth Partners
Massachusetts
$371K -$126K -2,419 -25%
SPC
20
Sigma Planning Corp
Michigan
$359K -$33.5K -641 -9%
KOMWMG
21
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$272K +$272K +5,202 New
COF
22
Capital One Financial
Virginia
$235K -$345K -6,572 -59%
UCFA
23
United Capital Financial Advisors
Texas
$208K +$208K +3,980 New
AA
24
Ancora Advisors
Ohio
$120K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$105K +$52.5K +1,000 +100%