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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

55 hedge funds and large institutions have $72.5M invested in Fidelity Limited Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIA
Regal Investment Advisors
Michigan
+$3.46M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.1M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$414K
4
KAS
Kestra Advisory Services
Texas
+$340K
5
Citadel Advisors
Citadel Advisors
Florida
+$296K

Top Sellers

1
Jane Street
Jane Street
New York
-$8.16M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.22M
3
Morgan Stanley
Morgan Stanley
New York
-$4.13M
4
KPWS
Kestra Private Wealth Services
Texas
-$3.51M
5
UBS Group
UBS Group
Switzerland
-$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.5M -$329K -6,700 -3%
UBS Group
2
UBS Group
Switzerland
$8.21M -$3.32M -67,697 -29%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.17M -$6.22M -126,771 -43%
Osaic Holdings
4
Osaic Holdings
Arizona
$7.77M -$622K -12,678 -7%
Morgan Stanley
5
Morgan Stanley
New York
$4.05M -$4.13M -84,241 -51%
RIA
6
Regal Investment Advisors
Michigan
$3.46M +$3.46M +70,497 New
KPWS
7
Kestra Private Wealth Services
Texas
$3.12M -$3.51M -71,657 -53%
Bank of America
8
Bank of America
North Carolina
$2.76M -$279K -5,692 -9%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$1.92M +$414K +8,451 +28%
Jane Street
10
Jane Street
New York
$1.86M -$8.16M -166,446 -81%
GWM
11
GSB Wealth Management
Connecticut
$1.62M +$45.6K +930 +3%
LWMG
12
Levy Wealth Management Group
Pennsylvania
$1.42M – – –
LPL Financial
13
LPL Financial
California
$1.24M -$714K -14,567 -37%
ICM
14
Islay Capital Management
Texas
$1.19M +$56.3K +1,148 +5%
H
15
HoyleCohen
California
$1.18M – – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.1M +$1.1M +22,444 New
Citadel Advisors
17
Citadel Advisors
Florida
$906K +$296K +6,044 +49%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$773K -$1.28K -26 -0.2%
WAM
19
WNY Asset Management
New York
$750K -$73.6K -1,500 -9%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$699K -$117K -2,388 -14%
SIA
21
Soltis Investment Advisors
Utah
$668K – – –
DAS
22
Dynamic Advisor Solutions
Arizona
$653K +$263K +5,367 +68%
MSWM
23
McGlone Suttner Wealth Management
Wisconsin
$628K -$24.2K -493 -4%
AWM
24
Apollon Wealth Management
South Carolina
$570K – – –
GRP
25
Global Retirement Partners
California
$521K – – –
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