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Fidelity Limited Term Bond ETF
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Overview Fund Activity

59 hedge funds and large institutions have $75.4M invested in Fidelity Limited Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$2.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.36M
3
Bank of America
Bank of America
North Carolina
+$1.1M
4
MML Investors Services
MML Investors Services
Massachusetts
+$901K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$899K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$4.17M
2
ICM
Islay Capital Management
Texas
-$740K
3
Citadel Advisors
Citadel Advisors
Florida
-$642K
4
KPWS
Kestra Private Wealth Services
Texas
-$573K
5
GRP
Global Retirement Partners
California
-$521K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.4M -$27.6K -562 -0.2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.54M +$1.36M +27,651 +17%
UBS Group
3
UBS Group
Switzerland
$8.81M +$597K +12,168 +7%
Jane Street
4
Jane Street
New York
$4.25M +$2.4M +48,839 +129%
Bank of America
5
Bank of America
North Carolina
$3.86M +$1.1M +22,425 +40%
Morgan Stanley
6
Morgan Stanley
New York
$3.86M -$187K -3,821 -5%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.61M -$4.17M -84,746 -54%
RIA
8
Regal Investment Advisors
Michigan
$3.57M +$108K +2,199 +3%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$2.57M +$648K +13,200 +34%
KPWS
10
Kestra Private Wealth Services
Texas
$2.55M -$573K -11,681 -18%
GWM
11
GSB Wealth Management
Connecticut
$1.62M +$2.45K +50 +0.2%
LPL Financial
12
LPL Financial
California
$1.58M +$333K +6,789 +27%
LWMG
13
Levy Wealth Management Group
Pennsylvania
$1.56M +$145K +2,960 +10%
H
14
HoyleCohen
California
$1.1M -$81.2K -1,655 -7%
MML Investors Services
15
MML Investors Services
Massachusetts
$901K +$901K +18,371 New
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$899K +$899K +18,702 New
FTUS
17
Flow Traders U.S.
New York
$839K +$839K +17,102 New
KAS
18
Kestra Advisory Services
Texas
$839K +$498K +10,157 +146%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$778K +$4.07K +83 +0.5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$776K -$326K -6,635 -30%
WAM
21
WNY Asset Management
New York
$750K – – –
DAS
22
Dynamic Advisor Solutions
Arizona
$705K +$51.7K +1,053 +8%
SIA
23
Soltis Investment Advisors
Utah
$668K – – –
MSWM
24
McGlone Suttner Wealth Management
Wisconsin
$654K +$24.3K +493 +4%
D
25
Dentgroup
Louisiana
$576K +$576K +11,730 New
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