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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

40 hedge funds and large institutions have $51.7M invested in Fidelity Limited Term Bond ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
14
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LI
LVZ Inc
Michigan
+$6.1M
2
OIA
OneDigital Investment Advisors
Kansas
+$1.16M
3
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
+$1.13M
4
Morgan Stanley
Morgan Stanley
New York
+$1.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$535K

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$47.9M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.63M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.73M
4
Jane Street
Jane Street
New York
-$783K
5
RWP
RWA Wealth Partners
Massachusetts
-$371K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
1
Mirsky Financial Management
New York
$8.28M +$267K +5,085 +3%
LI
2
LVZ Inc
Michigan
$7.09M +$6.1M +116,214 +614%
Morgan Stanley
3
Morgan Stanley
New York
$5.48M +$1.1M +20,958 +25%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.84M -$3.63M -69,100 -49%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$3.71M – – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.23M +$478K +9,118 +17%
Bank of America
7
Bank of America
North Carolina
$3.04M +$9.71K +185 +0.3%
KAS
8
Kestra Advisory Services
Texas
$2.91M +$2.91M +54,974 New
OIA
9
OneDigital Investment Advisors
Kansas
$1.58M +$1.16M +22,101 +274%
SIA
10
Soltis Investment Advisors
Utah
$1.43M – – –
PJSIMP
11
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.13M +$1.13M +21,432 New
LPL Financial
12
LPL Financial
California
$1.05M +$185K +3,534 +21%
UBS Group
13
UBS Group
Switzerland
$1.01M +$191K +3,639 +23%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$982K +$304K +5,800 +45%
IA
15
IFP Advisors
Florida
$885K +$2.99K +57 +0.3%
RCAG
16
Rehmann Capital Advisory Group
Michigan
$776K -$7.4K -141 -0.9%
Jane Street
17
Jane Street
New York
$757K -$783K -14,932 -51%
ICM
18
Islay Capital Management
Texas
$752K -$363K -6,913 -33%
BRWA
19
B. Riley Wealth Advisors
Florida
$542K +$38.4K +730 +8%
Citadel Advisors
20
Citadel Advisors
Florida
$535K +$535K +10,189 New
SPC
21
Sigma Planning Corp
Michigan
$522K +$161K +3,076 +45%
AWM
22
AE Wealth Management
Kansas
$273K +$273K +5,207 New
SS
23
Simplicity Solutions
Minnesota
$266K +$266K +5,067 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$260K +$260K +4,964 New
KOMWMG
25
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$237K -$36.4K -693 -13%
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