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Fidelity Limited Term Bond ETF

58 hedge funds and large institutions have $148M invested in Fidelity Limited Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
22
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.4M +$2.13M +42,701 +10%
NPF
2
Norris Perne & French
Michigan
$17.4M -$208K -4,178 -1%
IA
3
IFP Advisors
Florida
$13.3M +$2.01M +40,635 +18%
Jane Street
4
Jane Street
New York
$11.2M +$7.01M +140,911 +167%
Morgan Stanley
5
Morgan Stanley
New York
$7.58M -$1.1M -22,155 -13%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.34M -$710K -14,273 -9%
UBS Group
7
UBS Group
Switzerland
$6.97M +$916K +18,413 +15%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$6.36M +$6.36M +127,684 New
Osaic Holdings
9
Osaic Holdings
Arizona
$5.39M -$108K -2,202 -2%
RCAG
10
Rehmann Capital Advisory Group
Michigan
$4.81M +$362K +7,268 +8%
BPA
11
Beacon Pointe Advisors
California
$4.63M +$4.63M +93,044 New
LI
12
LVZ Inc
Michigan
$4.52M -$4.26M -85,650 -49%
Bank of America
13
Bank of America
North Carolina
$3.27M -$345K -6,936 -10%
FHA
14
Flagship Harbor Advisors
Massachusetts
$3.05M -$117K -2,360 -4%
BCM
15
Beaumont Capital Management
Massachusetts
$2.63M -$71K -1,427 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$2.6M +$2.29M +45,949 +725%
LPL Financial
17
LPL Financial
California
$2.07M -$129K -2,587 -6%
LWMG
18
Levy Wealth Management Group
Pennsylvania
$1.99M +$15.4K +309 +0.8%
GWM
19
GSB Wealth Management
Connecticut
$1.78M +$34.8K +699 +2%
PJSIMP
20
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.66M -$386K -7,873 -19%
GIP
21
Greatmark Investment Partners
Georgia
$1.5M +$1.5M +30,035 New
WMR
22
Wealth Management Resources
Rhode Island
$1.48M -$472K -9,485 -24%
BFA
23
Beaumont Financial Advisors
Massachusetts
$1.43M +$291K +5,843 +26%
ICM
24
Islay Capital Management
Texas
$1.32M -$313K -6,284 -19%
AA
25
Ancora Advisors
Ohio
$1.27M +$18.7K +375 +1%