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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

53 hedge funds and large institutions have $221M invested in Fidelity Limited Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
26
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$71.2M
2
Osaic Holdings
Osaic Holdings
Arizona
+$6.37M
3
NPF
Norris Perne & French
Michigan
+$4.49M
4
ACP
Aveo Capital Partners
Colorado
+$4.16M
5
IA
IFP Advisors
Florida
+$3.53M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.45M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.69M
3
BFA
Beaumont Financial Advisors
Massachusetts
-$3.39M
4
LI
LVZ Inc
Michigan
-$3.35M
5
AF
Allworth Financial
California
-$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$84.3M +$71.2M +1,359,971 +546%
NPF
2
Norris Perne & French
Michigan
$13.9M +$4.49M +85,752 +48%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.9M +$1.38M +26,328 +11%
Osaic Holdings
4
Osaic Holdings
Arizona
$12.5M +$6.37M +121,704 +104%
IA
5
IFP Advisors
Florida
$10.9M +$3.53M +67,495 +48%
MFM
6
Mirsky Financial Management
New York
$9.33M -$51.9K -991 -0.6%
Morgan Stanley
7
Morgan Stanley
New York
$8.88M +$684K +13,058 +8%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$7.12M -$5.45M – –
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.06M -$4.69M -89,561 -40%
UBS Group
10
UBS Group
Switzerland
$6.68M +$306K +5,843 +5%
ACP
11
Aveo Capital Partners
Colorado
$4.82M +$4.16M +79,353 +628%
RCAG
12
Rehmann Capital Advisory Group
Michigan
$4.48M +$182K +3,506 +4%
KAS
13
Kestra Advisory Services
Texas
$3.61M +$149K +2,854 +4%
Bank of America
14
Bank of America
North Carolina
$3.41M -$31.1K -594 -0.9%
BCM
15
Beaumont Capital Management
Massachusetts
$2.92M +$107K +2,049 +4%
LI
16
LVZ Inc
Michigan
$2.47M -$3.35M -63,985 -58%
LPL Financial
17
LPL Financial
California
$2.29M +$179K +3,426 +8%
PJSIMP
18
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.84M +$82.3K +1,567 +5%
GWM
19
GSB Wealth Management
Connecticut
$1.68M +$67.3K +1,286 +4%
LWMG
20
Levy Wealth Management Group
Pennsylvania
$1.62M +$536K +10,232 +49%
BFA
21
Beaumont Financial Advisors
Massachusetts
$1.49M -$3.39M -64,859 -69%
SIA
22
Soltis Investment Advisors
Utah
$1.42M – – –
AA
23
Ancora Advisors
Ohio
$1.32M +$405K +7,724 +44%
FTUS
24
Flow Traders U.S.
New York
$1.19M +$926K +17,692 +348%
ICM
25
Islay Capital Management
Texas
$1.16M +$55.5K +1,059 +5%
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