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Fidelity Limited Term Bond ETF
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Overview Fund Activity

64 hedge funds and large institutions have $127M invested in Fidelity Limited Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
27
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIW
Holos Integrated Wealth
Pennsylvania
+$5.93M
2
UBS Group
UBS Group
Switzerland
+$3.76M
3
AssetMark Inc
AssetMark Inc
California
+$3.2M
4
BCM
Beaumont Capital Management
Massachusetts
+$2.4M
5
ICM
Islay Capital Management
Texas
+$1.58M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$1.68M
2
Citadel Advisors
Citadel Advisors
Florida
-$767K
3
LPL Financial
LPL Financial
California
-$613K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$506K
5
AAS
Avantax Advisory Services
Texas
-$285K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$28.3M +$3.76M +75,129 +15%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.4M +$593K +11,834 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.2M +$1.57M +31,349 +18%
Morgan Stanley
4
Morgan Stanley
New York
$9.01M +$1.1M +21,952 +14%
HIW
5
Holos Integrated Wealth
Pennsylvania
$5.93M +$5.93M +118,305 New
Bank of America
6
Bank of America
North Carolina
$4.7M +$722K +14,416 +18%
LPL Financial
7
LPL Financial
California
$4.66M -$613K -12,247 -12%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.07M +$316K +6,307 +8%
RIA
9
Regal Investment Advisors
Michigan
$3.85M -$9.52K -190 -0.2%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$3.63M +$291K +5,809 +9%
AssetMark Inc
11
AssetMark Inc
California
$3.2M +$3.2M +63,911 New
SFA
12
Salus Financial Advisors
Colorado
$2.79M +$274K +5,464 +11%
BCM
13
Beaumont Capital Management
Massachusetts
$2.4M +$2.4M +47,839 New
KPWS
14
Kestra Private Wealth Services
Texas
$2.19M -$25.2K -504 -1%
ICM
15
Islay Capital Management
Texas
$2.02M +$1.58M +31,483 +355%
GWM
16
GSB Wealth Management
Connecticut
$1.77M +$27.2K +543 +2%
Jane Street
17
Jane Street
New York
$1.7M +$1.29M +25,798 +315%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$1.5M -$506K -10,095 -25%
Citadel Advisors
19
Citadel Advisors
Florida
$1.26M -$767K -15,305 -38%
GLR
20
Great Lakes Retirement
Ohio
$1.25M -$58.8K -1,169 -4%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.16M +$98.1K +1,959 +9%
FPAS
22
Focus Partners Advisor Solutions
Missouri
$1.06M +$1.06M +21,079 New
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$1.01M -$82.8K -1,654 -8%
LWM
24
Lakeridge Wealth Management
Ohio
$862K +$862K +17,212 New
CFA
25
Cahill Financial Advisors
Minnesota
$826K +$826K +16,496 New
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