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Fidelity Limited Term Bond ETF

52 hedge funds and large institutions have $137M invested in Fidelity Limited Term Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-1
Holders Change %
-1.89%
% 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
6
Increased
16
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$28.6M +$5.71M +119,957 +25%
IA
2
IFP Advisors
Florida
$13.2M -$2.92K -59 -0%
LI
3
LVZ Inc
Michigan
$11.9M +$11.9M +249,691 New
NPF
4
Norris Perne & French
Michigan
$9.9M -$1.6M -33,672 -14%
UBS Group
5
UBS Group
Switzerland
$9.55M +$1.36M +28,617 +17%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$8.45M -$191K -4,003 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.81M +$342K +7,190 +5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.61M -$324K -6,808 -5%
Morgan Stanley
9
Morgan Stanley
New York
$3.76M +$48.4K +1,016 +1%
RCAG
10
Rehmann Capital Advisory Group
Michigan
$3.6M -$1.48M -31,030 -29%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.88M +$2.55M +53,502 +761%
Bank of America
12
Bank of America
North Carolina
$2.86M -$172K -3,618 -6%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$2.58M -$68.2K -1,432 -3%
BCM
14
Beaumont Capital Management
Massachusetts
$2.19M -$34.9K -734 -2%
LWMG
15
Levy Wealth Management Group
Pennsylvania
$2.18M +$95.8K +2,012 +5%
GIP
16
Greatmark Investment Partners
Georgia
$1.92M -$11.4K -240 -0.6%
LPL Financial
17
LPL Financial
California
$1.9M +$34.5K +725 +2%
Jane Street
18
Jane Street
New York
$1.74M -$6.26M -131,580 -78%
GWM
19
GSB Wealth Management
Connecticut
$1.66M +$18.7K +393 +1%
SPC
20
Sigma Planning Corp
Michigan
$1.3M +$236K +4,967 +22%
BPA
21
Beacon Pointe Advisors
California
$1.2M -$1.69M -35,447 -58%
SIA
22
Soltis Investment Advisors
Utah
$996K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$967K +$150K +3,161 +18%
BFA
24
Beaumont Financial Advisors
Massachusetts
$955K -$91.3K -1,917 -9%
AA
25
Ancora Advisors
Ohio
$909K