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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

70 hedge funds and large institutions have $186M invested in Fidelity Limited Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+18
Holders Change %
+34.62%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
16
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$50.2M
2
Jane Street
Jane Street
New York
+$7.71M
3
UBS Group
UBS Group
Switzerland
+$5.05M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.13M
5
ACM
Absolute Capital Management
Pennsylvania
+$3.04M

Top Sellers

1
LI
LVZ Inc
Michigan
-$10.7M
2
IA
IFP Advisors
Florida
-$7.22M
3
NPF
Norris Perne & French
Michigan
-$5.74M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.22M
5
RCAG
Rehmann Capital Advisory Group
Michigan
-$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$50.2M +$50.2M +1,047,442 +3,491,473%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.8M -$4.65K -97 -0%
UBS Group
3
UBS Group
Switzerland
$14.7M +$5.05M +105,206 +52%
Osaic Holdings
4
Osaic Holdings
Arizona
$11M +$4.13M +85,993 +60%
Jane Street
5
Jane Street
New York
$9.46M +$7.71M +160,792 +441%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.84M +$2.17M +45,263 +33%
IA
7
IFP Advisors
Florida
$6.03M -$7.22M -146,023 -54%
NPF
8
Norris Perne & French
Michigan
$4.23M -$5.74M -119,714 -58%
Morgan Stanley
9
Morgan Stanley
New York
$3.78M -$14.2K -297 -0.4%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$3.29M -$5.22M -108,913 -61%
Bank of America
11
Bank of America
North Carolina
$3.05M +$168K +3,510 +6%
ACM
12
Absolute Capital Management
Pennsylvania
$3.04M +$3.04M +63,312 New
MSWM
13
McGlone Suttner Wealth Management
Wisconsin
$2.89M +$2.89M +60,295 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.81M -$97.5K -2,032 -3%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$2.65M +$48.4K +1,008 +2%
LWA
16
Lineweaver Wealth Advisors
Ohio
$2.59M +$2.59M +54,094 New
ACP
17
Aveo Capital Partners
Colorado
$2.2M +$2.2M +45,878 New
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$2M +$2M +41,707 New
LPL Financial
19
LPL Financial
California
$1.96M +$54.3K +1,132 +3%
GIP
20
Greatmark Investment Partners
Georgia
$1.86M -$75.8K -1,580 -4%
LWMG
21
Levy Wealth Management Group
Pennsylvania
$1.85M -$348K -7,252 -16%
GWM
22
GSB Wealth Management
Connecticut
$1.62M -$55.1K -1,148 -3%
LI
23
LVZ Inc
Michigan
$1.27M -$10.7M -223,181 -89%
SPC
24
Sigma Planning Corp
Michigan
$1.23M -$80K -1,667 -6%
CAG
25
Csenge Advisory Group
Florida
$1.04M +$1.04M +21,634 New
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