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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

45 hedge funds and large institutions have $76.8M invested in Fidelity Limited Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
16
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.19M
2
IA
IFP Advisors
Florida
+$5.57M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.32M
4
RCAG
Rehmann Capital Advisory Group
Michigan
+$3.24M
5
Morgan Stanley
Morgan Stanley
New York
+$1.53M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.71M
2
LI
LVZ Inc
Michigan
-$2.62M
3
Jane Street
Jane Street
New York
-$757K
4
Citadel Advisors
Citadel Advisors
Florida
-$535K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$260K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.4M +$8.19M +154,880 +252%
MFM
2
Mirsky Financial Management
New York
$8.77M +$418K +7,908 +5%
Morgan Stanley
3
Morgan Stanley
New York
$7.05M +$1.53M +28,935 +28%
IA
4
IFP Advisors
Florida
$6.47M +$5.57M +105,348 +624%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.9M +$1.02M +19,359 +26%
LI
6
LVZ Inc
Michigan
$4.53M -$2.62M -49,474 -37%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$4.47M -$3.71M – –
RCAG
8
Rehmann Capital Advisory Group
Michigan
$4.02M +$3.24M +61,188 +414%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.32M +$3.32M +62,813 New
Bank of America
10
Bank of America
North Carolina
$3.31M +$251K +4,749 +8%
KAS
11
Kestra Advisory Services
Texas
$3.13M +$220K +4,164 +8%
OIA
12
OneDigital Investment Advisors
Kansas
$2.56M +$961K +18,171 +60%
PJSIMP
13
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.62M +$489K +9,260 +43%
SIA
14
Soltis Investment Advisors
Utah
$1.44M – – –
LPL Financial
15
LPL Financial
California
$1.13M +$69.6K +1,316 +7%
NAS
16
Nicolet Advisory Services
Wisconsin
$1.03M +$1.03M +19,523 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$975K -$14.9K -281 -2%
UBS Group
18
UBS Group
Switzerland
$955K -$60.7K -1,148 -6%
LWMG
19
Levy Wealth Management Group
Pennsylvania
$794K +$794K +15,018 New
ICM
20
Islay Capital Management
Texas
$786K +$27.8K +525 +4%
SPC
21
Sigma Planning Corp
Michigan
$598K +$71.8K +1,356 +14%
RG
22
Retirement Group
California
$593K +$530K +10,029 +836%
BRWA
23
B. Riley Wealth Advisors
Florida
$547K +$1.38K +26 +0.3%
AF
24
Allworth Financial
California
$292K +$292K +5,528 New
AWM
25
AE Wealth Management
Kansas
$289K +$13.6K +257 +5%
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