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Fidelity Limited Term Bond ETF

58 hedge funds and large institutions have $155M invested in Fidelity Limited Term Bond ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+7
Holders Change %
+13.73%
% 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
12
Increased
19
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21.1M +$3.01M +58,133 +17%
NPF
2
Norris Perne & French
Michigan
$18.3M +$215K +4,154 +1%
IA
3
IFP Advisors
Florida
$11.8M +$345K +6,669 +3%
MFM
4
Mirsky Financial Management
New York
$9.51M +$86.2K +1,665 +0.9%
LI
5
LVZ Inc
Michigan
$9.14M +$569K +10,985 +7%
Morgan Stanley
6
Morgan Stanley
New York
$9.04M +$1.56M +30,099 +21%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.38M +$599K +11,564 +8%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$7.12M -$7.66M
UBS Group
9
UBS Group
Switzerland
$6.3M -$696K -13,429 -10%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.81M -$210K -4,053 -3%
RCAG
11
Rehmann Capital Advisory Group
Michigan
$4.62M -$240K -4,642 -5%
Jane Street
12
Jane Street
New York
$4.37M -$683K -13,180 -14%
Bank of America
13
Bank of America
North Carolina
$3.77M +$205K +3,956 +6%
FHA
14
Flagship Harbor Advisors
Massachusetts
$3.3M +$3.3M +63,615 New
BCM
15
Beaumont Capital Management
Massachusetts
$2.81M -$2.75M -53,054 -49%
LPL Financial
16
LPL Financial
California
$2.28M -$56K -1,081 -2%
PJSIMP
17
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.14M +$299K +5,845 +16%
LWMG
18
Levy Wealth Management Group
Pennsylvania
$2.06M +$354K +6,845 +21%
WMR
19
Wealth Management Resources
Rhode Island
$2.03M +$2.03M +39,121 New
KAS
20
Kestra Advisory Services
Texas
$1.99M -$269K -5,184 -12%
GWM
21
GSB Wealth Management
Connecticut
$1.82M +$1.82M +35,052 New
CFSG
22
Community Financial Services Group
Vermont
$1.77M +$36.8K +711 +2%
ICM
23
Islay Capital Management
Texas
$1.7M +$671K +12,948 +65%
SIA
24
Soltis Investment Advisors
Utah
$1.41M
AA
25
Ancora Advisors
Ohio
$1.31M