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Fidelity Limited Term Bond ETF

51 hedge funds and large institutions have $154M invested in Fidelity Limited Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
22
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.3M +$4.45M +85,102 +32%
NPF
2
Norris Perne & French
Michigan
$18.3M +$4.38M +83,746 +32%
IA
3
IFP Advisors
Florida
$11.5M +$673K +12,881 +6%
MFM
4
Mirsky Financial Management
New York
$9.5M +$197K +3,777 +2%
LI
5
LVZ Inc
Michigan
$8.65M +$6.18M +118,357 +251%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.85M +$807K +15,446 +11%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$7.66M -$7.12M
Morgan Stanley
8
Morgan Stanley
New York
$7.55M -$1.31M -25,085 -15%
UBS Group
9
UBS Group
Switzerland
$7.06M +$390K +7,455 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.08M -$6.42M -122,795 -51%
BCM
11
Beaumont Capital Management
Massachusetts
$5.6M +$2.69M +51,520 +92%
Jane Street
12
Jane Street
New York
$5.1M +$4.22M +80,745 +479%
RCAG
13
Rehmann Capital Advisory Group
Michigan
$4.9M +$387K +7,415 +9%
Citadel Advisors
14
Citadel Advisors
Florida
$3.89M +$3.38M +64,731 +662%
Bank of America
15
Bank of America
North Carolina
$3.59M +$194K +3,714 +6%
BPA
16
Beacon Pointe Advisors
California
$2.86M +$2.86M +54,741 New
LPL Financial
17
LPL Financial
California
$2.36M +$73.4K +1,404 +3%
KAS
18
Kestra Advisory Services
Texas
$2.27M -$1.33M -25,430 -37%
PJSIMP
19
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.86M +$42.4K +815 +2%
CFSG
20
Community Financial Services Group
Vermont
$1.75M +$1.75M +33,549 New
LWMG
21
Levy Wealth Management Group
Pennsylvania
$1.72M +$100K +1,916 +6%
HI
22
Harbour Investments
Wisconsin
$1.49M +$953K +18,239 +176%
SIA
23
Soltis Investment Advisors
Utah
$1.42M
BFA
24
Beaumont Financial Advisors
Massachusetts
$1.41M -$78.8K -1,507 -5%
AA
25
Ancora Advisors
Ohio
$1.32M