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Fidelity Limited Term Bond ETF

57 hedge funds and large institutions have $101M invested in Fidelity Limited Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$16.5M +$700K +14,580 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.4M +$2.52M +52,489 +21%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.37M +$1.73M +36,045 +23%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.22M +$679K +14,150 +8%
KPWS
5
Kestra Private Wealth Services
Texas
$7.62M +$5.85M +121,923 +331%
NPF
6
Norris Perne & French
Michigan
$3.97M -$75.9K -1,582 -2%
Bank of America
7
Bank of America
North Carolina
$3.82M -$4.02M -83,690 -51%
Morgan Stanley
8
Morgan Stanley
New York
$3.51M -$387K -8,060 -10%
IA
9
IFP Advisors
Florida
$3.29M -$2.39M -49,879 -42%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.9M +$164K +3,422 +6%
Jane Street
11
Jane Street
New York
$2.38M -$4.99M -103,931 -68%
LPL Financial
12
LPL Financial
California
$2.12M -$75.3K -1,569 -3%
GWM
13
GSB Wealth Management
Connecticut
$1.61M -$3.22K -67 -0.2%
Citadel Advisors
14
Citadel Advisors
Florida
$1.52M +$1.3M +27,020 +571%
LWMG
15
Levy Wealth Management Group
Pennsylvania
$1.43M -$419K -8,720 -23%
MSWM
16
McGlone Suttner Wealth Management
Wisconsin
$1.25M -$604K -12,592 -33%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$1.1M -$1.56M -32,546 -59%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$974K -$205K -4,267 -17%
AWS
19
Atria Wealth Solutions
New York
$967K +$565K +11,745 +141%
WMR
20
Wealth Management Resources
Rhode Island
$935K +$41.5K +865 +5%
AA
21
Advisory Alpha
Michigan
$909K -$95K -1,978 -9%
GIP
22
Greatmark Investment Partners
Georgia
$907K -$928K -19,325 -51%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$839K +$411K +8,558 +96%
SPC
24
Sigma Planning Corp
Michigan
$821K -$319K -6,638 -28%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$818K +$291K +6,070 +55%