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Fidelity Limited Term Bond ETF

53 hedge funds and large institutions have $139M invested in Fidelity Limited Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
13
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.4M +$1.49M +30,546 +7%
IA
2
IFP Advisors
Florida
$13.3M
NPF
3
Norris Perne & French
Michigan
$11.8M -$5.25M -107,836 -31%
WMR
4
Wealth Management Resources
Rhode Island
$9.05M -$5.38M -11,051 -37%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$8.84M +$8.84M +181,544 New
UBS Group
6
UBS Group
Switzerland
$8.38M +$1.56M +31,997 +23%
Jane Street
7
Jane Street
New York
$8.18M -$2.79M -57,282 -25%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.1M -$87K -1,786 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.62M +$1.26M +25,764 +23%
RCAG
10
Rehmann Capital Advisory Group
Michigan
$5.19M +$491K +10,093 +10%
Morgan Stanley
11
Morgan Stanley
New York
$3.8M -$3.62M -74,293 -49%
Bank of America
12
Bank of America
North Carolina
$3.1M -$100K -2,062 -3%
BPA
13
Beacon Pointe Advisors
California
$2.96M -$1.57M -32,320 -35%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$2.71M -$3.51M -72,001 -56%
BCM
15
Beaumont Capital Management
Massachusetts
$2.28M -$288K -5,922 -11%
LWMG
16
Levy Wealth Management Group
Pennsylvania
$2.13M +$181K +3,712 +9%
GIP
17
Greatmark Investment Partners
Georgia
$1.97M +$511K +10,500 +35%
LPL Financial
18
LPL Financial
California
$1.9M -$116K -2,384 -6%
GWM
19
GSB Wealth Management
Connecticut
$1.68M -$63.7K -1,309 -4%
ICM
20
Islay Capital Management
Texas
$1.51M +$223K +4,579 +17%
SPC
21
Sigma Planning Corp
Michigan
$1.09M +$586K +12,033 +117%
BFA
22
Beaumont Financial Advisors
Massachusetts
$1.07M -$329K -6,747 -23%
SIA
23
Soltis Investment Advisors
Utah
$1.02M -$37.3K -766 -4%
Citadel Advisors
24
Citadel Advisors
Florida
$980K -$1.57M -32,170 -62%
NAS
25
Nicolet Advisory Services
Wisconsin
$935K -$3.17K -65 -0.3%