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Fidelity Limited Term Bond ETF

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

108% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

5% more funds holding

Funds holding: 6164 (+3)

1.18% more ownership

Funds ownership: 57.25%58.43% (+1.2%)

79% less capital invested

Capital invested by funds: $603M → $127M (-$476M)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.86%
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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$28.3M +$3.75M +75,129 +15%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.4M +$591K +11,834 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.2M +$1.56M +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 +$5.91M +118,305 New
Bank of America
6
Bank of America
North Carolina
$4.7M +$720K +14,416 +18%
LPL Financial
7
LPL Financial
California
$4.66M -$611K -12,247 -12%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.07M +$315K +6,307 +8%
RIA
9
Regal Investment Advisors
Michigan
$3.85M -$9.48K -190 -0.2%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$3.63M +$290K +5,809 +9%
AssetMark Inc
11
AssetMark Inc
California
$3.2M +$3.19M +63,911 New
SFA
12
Salus Financial Advisors
Colorado
$2.79M +$273K +5,464 +11%
BCM
13
Beaumont Capital Management
Massachusetts
$2.4M +$2.39M +47,839 New
KPWS
14
Kestra Private Wealth Services
Texas
$2.19M -$25.2K -504 -1%
ICM
15
Islay Capital Management
Texas
$2.02M +$1.57M +31,483 +355%
GWM
16
GSB Wealth Management
Connecticut
$1.77M +$27.1K +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 -$504K -10,095 -25%
Citadel Advisors
19
Citadel Advisors
Florida
$1.26M -$764K -15,305 -38%
GLR
20
Great Lakes Retirement
Ohio
$1.25M -$58.4K -1,169 -4%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.16M +$97.8K +1,959 +9%
FPAS
22
Focus Partners Advisor Solutions
Missouri
$1.06M +$1.05M +21,079 New
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$1.01M -$82.6K -1,654 -8%
LWM
24
Lakeridge Wealth Management
Ohio
$862K +$859K +17,212 New
CFA
25
Cahill Financial Advisors
Minnesota
$826K +$823K +16,496 New

FLTB Hedge Fund Activity: Q1 2025 in Review

64 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q1 2025, worth a combined $127M — down 79% from $603M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FLTB positions and 6 closed out — a net gain of 4 holders — while 27 added to existing stakes and 13 trimmed.

The largest buyer was Holos Integrated Wealth, opening a new position worth an estimated $5.91M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.68M sold.

  • 64 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q1 2025, up from 61 in Q4 2024.
  • Funds reported $127M of Fidelity Limited Term Bond ETF stock for Q1 2025, down 79% quarter-over-quarter.
  • 10 funds opened new Fidelity Limited Term Bond ETF positions in Q1 2025 and 6 closed out, a net change of +4 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q1 2025 was Holos Integrated Wealth, an estimated $5.91M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q1 2025 was Flow Traders U.S., an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2025.