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Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

70 hedge funds and large institutions have $144M invested in Fidelity Limited Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
33
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.71M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$2.22M
3
Morgan Stanley
Morgan Stanley
New York
+$1.72M
4
FTUS
Flow Traders U.S.
New York
+$1.49M
5
UBS Group
UBS Group
Switzerland
+$1.44M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.26M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$604K
3
AF
Aviso Financial
Ontario, Canada
-$446K
4
ICM
Islay Capital Management
Texas
-$294K
5
Osaic Holdings
Osaic Holdings
Arizona
-$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$29.9M +$1.44M +28,637 +5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17M +$469K +9,314 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.6M +$1.35M +26,702 +13%
Morgan Stanley
4
Morgan Stanley
New York
$10.8M +$1.72M +34,210 +19%
HIW
5
Holos Integrated Wealth
Pennsylvania
$6.99M +$1.02M +20,273 +17%
LPL Financial
6
LPL Financial
California
$6.04M +$1.35M +26,794 +29%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$5.87M +$2.22M +43,997 +61%
Bank of America
8
Bank of America
North Carolina
$5.79M +$1.07M +21,200 +23%
RIA
9
Regal Investment Advisors
Michigan
$3.97M +$90.6K +1,798 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.76M -$283K -5,689 -7%
SFA
11
Salus Financial Advisors
Colorado
$3.03M +$221K +4,375 +8%
AssetMark Inc
12
AssetMark Inc
California
$3M -$221K -4,387 -7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.96M +$2.71M +53,706 +1,069%
Jane Street
14
Jane Street
New York
$2.68M +$972K +19,292 +57%
BCM
15
Beaumont Capital Management
Massachusetts
$2.52M +$110K +2,188 +5%
KPWS
16
Kestra Private Wealth Services
Texas
$2.01M -$192K -3,802 -9%
GWM
17
GSB Wealth Management
Connecticut
$1.81M +$27.3K +542 +2%
ICM
18
Islay Capital Management
Texas
$1.74M -$294K -5,828 -14%
FTUS
19
Flow Traders U.S.
New York
$1.49M +$1.49M +29,612 New
BRWA
20
B. Riley Wealth Advisors
Florida
$1.41M +$1.41M +27,887 New
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$1.4M -$107K -2,130 -7%
GLR
22
Great Lakes Retirement
Ohio
$1.38M +$122K +2,421 +10%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$1.18M +$119K +2,367 +11%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$980K -$33.7K -669 -3%
MML Investors Services
25
MML Investors Services
Massachusetts
$955K -$207K -4,108 -18%
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