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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

57 hedge funds and large institutions have $75M invested in Fidelity Limited Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GLR
Great Lakes Retirement
Ohio
+$1.16M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.11M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.07M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$879K
5
FTUS
Flow Traders U.S.
New York
+$666K

Top Sellers

1
Jane Street
Jane Street
New York
-$4.25M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$899K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$776K
4
KAS
Kestra Advisory Services
Texas
-$644K
5
NAS
Nicolet Advisory Services
Wisconsin
-$468K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$12.6M +$879K +17,444 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.9M +$1.11M +22,033 +11%
UBS Group
3
UBS Group
Switzerland
$9.14M +$99.1K +1,968 +1%
Bank of America
4
Bank of America
North Carolina
$4.34M +$379K +7,522 +10%
Morgan Stanley
5
Morgan Stanley
New York
$3.95M -$14.1K -280 -0.4%
RIA
6
Regal Investment Advisors
Michigan
$3.78M +$118K +2,346 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.72M +$14.2K +282 +0.4%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$2.85M +$211K +4,186 +8%
KPWS
9
Kestra Private Wealth Services
Texas
$2.47M -$149K -2,965 -6%
GWM
10
GSB Wealth Management
Connecticut
$1.67M +$4.03K +80 +0.2%
LPL Financial
11
LPL Financial
California
$1.64M +$26K +516 +2%
FTUS
12
Flow Traders U.S.
New York
$1.53M +$666K +13,215 +77%
GLR
13
Great Lakes Retirement
Ohio
$1.28M +$1.16M +22,952 +936%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$1.07M +$1.07M +21,285 New
MML Investors Services
15
MML Investors Services
Massachusetts
$1M +$77.1K +1,532 +8%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$781K -$18.3K -363 -2%
WAM
17
WNY Asset Management
New York
$749K -$20.7K -411 -3%
DAS
18
Dynamic Advisor Solutions
Arizona
$722K -$1.36K -27 -0.2%
SIA
19
Soltis Investment Advisors
Utah
$686K – – –
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$669K +$80.1K +1,591 +14%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$612K +$132K +2,608 +27%
D
22
Dentgroup
Louisiana
$577K -$13.8K -274 -2%
NPF
23
Norris Perne & French
Michigan
$561K +$45K +893 +9%
Prudential Financial
24
Prudential Financial
New Jersey
$555K +$555K +11,024 New
MSWM
25
McGlone Suttner Wealth Management
Wisconsin
$534K -$135K -2,681 -20%
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