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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

55 hedge funds and large institutions have $142M invested in Fidelity Limited Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
26
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$13M
2
NPF
Norris Perne & French
Michigan
+$9.41M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.19M
4
UBS Group
UBS Group
Switzerland
+$5.42M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$4.88M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.47M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$274K
3
SS
Simplicity Solutions
Minnesota
-$264K
4
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$227K
5
OIA
OneDigital Investment Advisors
Kansas
-$98.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$13M +$13M +248,755 +65,635%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.5M +$9.19M +175,846 +280%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.7M +$416K +7,955 +4%
NPF
4
Norris Perne & French
Michigan
$9.41M +$9.41M +179,974 New
MFM
5
Mirsky Financial Management
New York
$9.36M +$697K +13,337 +8%
Morgan Stanley
6
Morgan Stanley
New York
$8.18M +$1.21M +23,135 +17%
IA
7
IFP Advisors
Florida
$7.35M +$953K +18,215 +15%
UBS Group
8
UBS Group
Switzerland
$6.36M +$5.42M +103,692 +574%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.14M +$1.3M +24,827 +27%
LI
10
LVZ Inc
Michigan
$5.81M +$1.33M +25,502 +30%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$5.45M -$4.47M – –
BFA
12
Beaumont Financial Advisors
Massachusetts
$4.88M +$4.88M +93,344 New
RCAG
13
Rehmann Capital Advisory Group
Michigan
$4.34M +$366K +6,996 +9%
KAS
14
Kestra Advisory Services
Texas
$3.45M +$363K +6,941 +12%
Bank of America
15
Bank of America
North Carolina
$3.43M +$157K +3,005 +5%
AF
16
Allworth Financial
California
$3.16M +$2.87M +54,960 +994%
BCM
17
Beaumont Capital Management
Massachusetts
$2.81M +$2.81M +53,674 New
OIA
18
OneDigital Investment Advisors
Kansas
$2.43M -$98.4K -1,883 -4%
LPL Financial
19
LPL Financial
California
$2.11M +$991K +18,948 +89%
SW
20
SVB Wealth
Massachusetts
$1.99M +$1.99M +37,970 New
PJSIMP
21
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.75M +$144K +2,758 +9%
GWM
22
GSB Wealth Management
Connecticut
$1.61M +$1.61M +30,749 New
SIA
23
Soltis Investment Advisors
Utah
$1.42M – – –
ICM
24
Islay Capital Management
Texas
$1.11M +$329K +6,298 +42%
LWMG
25
Levy Wealth Management Group
Pennsylvania
$1.08M +$298K +5,691 +38%
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