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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

56 hedge funds and large institutions have $87M invested in Fidelity Limited Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPC
Sigma Planning Corp
Michigan
+$1.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$680K
3
AWM
Apollon Wealth Management
South Carolina
+$508K
4
WAM
WNY Asset Management
New York
+$380K
5
SC
Savant Capital
Illinois
+$241K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$6.8M
2
IA
IFP Advisors
Florida
-$2.73M
3
KPWS
Kestra Private Wealth Services
Texas
-$1.29M
4
AA
Advisory Alpha
Michigan
-$909K
5
Jane Street
Jane Street
New York
-$671K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.9M -$404K -8,444 -3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.86M +$680K +14,227 +7%
UBS Group
3
UBS Group
Switzerland
$9.61M -$6.8M -142,334 -41%
Osaic Holdings
4
Osaic Holdings
Arizona
$8.92M -$414K -8,656 -4%
KPWS
5
Kestra Private Wealth Services
Texas
$6.3M -$1.29M -26,989 -17%
NPF
6
Norris Perne & French
Michigan
$3.75M -$200K -4,185 -5%
Morgan Stanley
7
Morgan Stanley
New York
$3.63M +$134K +2,795 +4%
Bank of America
8
Bank of America
North Carolina
$3.2M -$601K -12,580 -16%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.7M -$192K -4,021 -7%
LPL Financial
10
LPL Financial
California
$2.13M +$22.2K +464 +1%
SPC
11
Sigma Planning Corp
Michigan
$2.11M +$1.3M +27,113 +159%
Jane Street
12
Jane Street
New York
$1.7M -$671K -14,047 -28%
GWM
13
GSB Wealth Management
Connecticut
$1.56M -$47.7K -998 -3%
LWMG
14
Levy Wealth Management Group
Pennsylvania
$1.38M -$47.4K -992 -3%
Citadel Advisors
15
Citadel Advisors
Florida
$1.13M -$384K -8,039 -25%
MSWM
16
McGlone Suttner Wealth Management
Wisconsin
$1.05M -$191K -3,987 -15%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$1.03M -$63.2K -1,323 -6%
WMR
18
Wealth Management Resources
Rhode Island
$863K -$68.6K -1,435 -7%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$860K -$110K -2,299 -11%
CFSG
20
Community Financial Services Group
Vermont
$784K +$784K +16,406 New
NAS
21
Nicolet Advisory Services
Wisconsin
$708K -$49.4K -1,038 -7%
SIA
22
Soltis Investment Advisors
Utah
$651K – – –
AWS
23
Atria Wealth Solutions
New York
$572K -$389K -8,135 -40%
ICM
24
Islay Capital Management
Texas
$564K -$109K -2,287 -16%
OFG
25
OmniStar Financial Group
North Carolina
$563K -$12.3K -256 -2%
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