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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

61 hedge funds and large institutions have $603M invested in Fidelity Limited Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
29
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$55.7M
2
UBS Group
UBS Group
Switzerland
+$15.3M
3
Morgan Stanley
Morgan Stanley
New York
+$3.95M
4
LPL Financial
LPL Financial
California
+$3.6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.23M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.21M
2
WAM
WNY Asset Management
New York
-$749K
3
Prudential Financial
Prudential Financial
New Jersey
-$555K
4
SMAM
Sugar Maple Asset Management
Wisconsin
-$352K
5
Bank of America
Bank of America
North Carolina
-$341K
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$500M +$55.7M +1,122 +13%
UBS Group
2
UBS Group
Switzerland
$24.3M +$15.3M +307,607 +169%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.7M +$3.23M +65,019 +26%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.53M -$2.21M -44,573 -21%
Morgan Stanley
5
Morgan Stanley
New York
$7.84M +$3.95M +79,597 +102%
LPL Financial
6
LPL Financial
California
$5.22M +$3.6M +72,579 +222%
Bank of America
7
Bank of America
North Carolina
$3.94M -$341K -6,873 -8%
RIA
8
Regal Investment Advisors
Michigan
$3.83M +$102K +2,056 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.72M +$54K +1,087 +1%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$3.31M +$502K +10,106 +18%
SFA
11
Salus Financial Advisors
Colorado
$2.49M +$2.49M +50,219 New
KPWS
12
Kestra Private Wealth Services
Texas
$2.19M -$236K -4,758 -10%
Citadel Advisors
13
Citadel Advisors
Florida
$2.01M +$2.01M +40,500 New
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.99M +$1.61M +32,409 +425%
GWM
15
GSB Wealth Management
Connecticut
$1.73M +$80.6K +1,623 +5%
FTUS
16
Flow Traders U.S.
New York
$1.68M +$170K +3,432 +11%
GLR
17
Great Lakes Retirement
Ohio
$1.3M +$33.7K +677 +3%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$1.08M +$24.2K +487 +2%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.05M +$59.3K +1,195 +6%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$722K -$46.7K -941 -6%
DAS
21
Dynamic Advisor Solutions
Arizona
$720K +$8.09K +163 +1%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$701K +$42K +846 +6%
SIA
23
Soltis Investment Advisors
Utah
$608K -$67.5K -1,361 -10%
IA
24
IFP Advisors
Florida
$608K +$228K +4,593 +60%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$604K +$748 +15 +0.1%
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