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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

55 hedge funds and large institutions have $99.4M invested in Fidelity Limited Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$8.3M
2
Morgan Stanley
Morgan Stanley
New York
+$4.46M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.68M
4
UBS Group
UBS Group
Switzerland
+$1.67M
5
H
HoyleCohen
California
+$1.18M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.47M
2
SPC
Sigma Planning Corp
Michigan
-$1.18M
3
Osaic Holdings
Osaic Holdings
Arizona
-$765K
4
AWS
Atria Wealth Solutions
New York
-$572K
5
WMR
Wealth Management Resources
Rhode Island
-$566K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.4M +$123K +2,502 +0.9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.8M +$1.68M +34,179 +17%
UBS Group
3
UBS Group
Switzerland
$11.6M +$1.67M +33,886 +17%
Jane Street
4
Jane Street
New York
$10M +$8.3M +168,813 +476%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.42M -$765K -15,531 -8%
Morgan Stanley
6
Morgan Stanley
New York
$8.2M +$4.46M +90,763 +119%
KPWS
7
Kestra Private Wealth Services
Texas
$6.65M +$170K +3,458 +3%
NPF
8
Norris Perne & French
Michigan
$3.8M -$61.6K -1,253 -2%
Bank of America
9
Bank of America
North Carolina
$3.05M -$245K -4,981 -7%
LPL Financial
10
LPL Financial
California
$1.96M -$233K -4,731 -11%
GWM
11
GSB Wealth Management
Connecticut
$1.58M -$22.1K -449 -1%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$1.51M +$1.02M +20,796 +211%
LWMG
13
Levy Wealth Management Group
Pennsylvania
$1.42M +$1.77K +36 +0.1%
H
14
HoyleCohen
California
$1.18M +$1.18M +24,021 New
ICM
15
Islay Capital Management
Texas
$1.14M +$555K +11,291 +96%
SPC
16
Sigma Planning Corp
Michigan
$996K -$1.18M -23,960 -54%
WAM
17
WNY Asset Management
New York
$826K +$435K +8,835 +111%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$819K -$244K -4,959 -23%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$777K -$109K -2,207 -12%
SIA
20
Soltis Investment Advisors
Utah
$670K – – –
MSWM
21
McGlone Suttner Wealth Management
Wisconsin
$654K -$430K -8,747 -40%
Citadel Advisors
22
Citadel Advisors
Florida
$611K -$555K -11,288 -48%
AWM
23
Apollon Wealth Management
South Carolina
$572K +$49.2K +1,000 +9%
OFG
24
OmniStar Financial Group
North Carolina
$559K -$19.6K -398 -3%
GRP
25
Global Retirement Partners
California
$523K – – –
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