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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

59 hedge funds and large institutions have $101M invested in Fidelity Limited Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-11
Holders Change %
-15.71%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
15
Reduced
26
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.83M
2
AWE
Avidian Wealth Enterprises
Texas
+$3.23M
3
KPWS
Kestra Private Wealth Services
Texas
+$1.79M
4
UBS Group
UBS Group
Switzerland
+$1.12M
5
OFG
OmniStar Financial Group
North Carolina
+$897K

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$50.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.2M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.39M
4
ACM
Absolute Capital Management
Pennsylvania
-$3.04M
5
LWA
Lineweaver Wealth Advisors
Ohio
-$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$15.9M +$1.12M +23,067 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12M -$17.2M -354,433 -59%
Bank of America
3
Bank of America
North Carolina
$7.91M +$4.83M +99,607 +157%
Osaic Holdings
4
Osaic Holdings
Arizona
$7.71M -$3.39M -69,881 -31%
Jane Street
5
Jane Street
New York
$7.44M -$2.12M -43,795 -22%
IA
6
IFP Advisors
Florida
$5.85M -$179K -3,612 -3%
NPF
7
Norris Perne & French
Michigan
$4.08M -$193K -3,986 -5%
Morgan Stanley
8
Morgan Stanley
New York
$3.94M +$119K +2,449 +3%
AWE
9
Avidian Wealth Enterprises
Texas
$3.23M +$3.23M +66,576 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.76M -$72.6K -1,498 -3%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$2.68M +$10.2K +211 +0.4%
LPL Financial
12
LPL Financial
California
$2.22M +$231K +4,769 +12%
MSWM
13
McGlone Suttner Wealth Management
Wisconsin
$1.87M -$1.05M -21,680 -36%
LWMG
14
Levy Wealth Management Group
Pennsylvania
$1.87M +$727 +15 +0%
GIP
15
Greatmark Investment Partners
Georgia
$1.85M -$24.2K -500 -1%
KPWS
16
Kestra Private Wealth Services
Texas
$1.79M +$1.79M +36,854 New
GWM
17
GSB Wealth Management
Connecticut
$1.63M -$1.89K -39 -0.1%
LI
18
LVZ Inc
Michigan
$1.21M -$75.5K -1,558 -6%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$1.19M -$2.13M -44,066 -64%
SPC
20
Sigma Planning Corp
Michigan
$1.15M -$89.3K -1,842 -7%
AA
21
Advisory Alpha
Michigan
$1.01M +$101K +2,090 +11%
AA
22
Ancora Advisors
Ohio
$926K – – –
WMR
23
Wealth Management Resources
Rhode Island
$902K -$2.67K -55 -0.3%
OFG
24
OmniStar Financial Group
North Carolina
$897K +$897K +18,507 New
ICM
25
Islay Capital Management
Texas
$813K +$168K +3,461 +26%
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