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Fidelity Limited Term Bond ETF

71 hedge funds and large institutions have $147M invested in Fidelity Limited Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $127M → $147M (+$19.2M)

11% more funds holding

Funds holding: 6471 (+7)

3.42% more ownership

Funds ownership: 58.43%61.85% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
34
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
$29.9M +$1.43M +28,637 +5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17M +$467K +9,314 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.6M +$1.34M +26,702 +13%
Morgan Stanley
4
Morgan Stanley
New York
$10.8M +$1.71M +34,210 +19%
HIW
5
Holos Integrated Wealth
Pennsylvania
$6.99M +$1.02M +20,273 +17%
LPL Financial
6
LPL Financial
California
$6.04M +$1.34M +26,794 +29%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$5.87M +$2.2M +43,997 +61%
Bank of America
8
Bank of America
North Carolina
$5.79M +$1.06M +21,200 +23%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.89M +$786K +15,702 +19%
RIA
10
Regal Investment Advisors
Michigan
$3.97M +$90.1K +1,798 +2%
SFA
11
Salus Financial Advisors
Colorado
$3.03M +$219K +4,375 +8%
AssetMark Inc
12
AssetMark Inc
California
$3M -$220K -4,387 -7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.96M +$2.69M +53,706 +1,069%
Jane Street
14
Jane Street
New York
$2.68M +$966K +19,292 +57%
BCM
15
Beaumont Capital Management
Massachusetts
$2.52M +$110K +2,188 +5%
KPWS
16
Kestra Private Wealth Services
Texas
$2.01M -$190K -3,802 -9%
GWM
17
GSB Wealth Management
Connecticut
$1.81M +$27.1K +542 +2%
ICM
18
Islay Capital Management
Texas
$1.74M -$292K -5,828 -14%
FTUS
19
Flow Traders U.S.
New York
$1.49M +$1.48M +29,612 New
BRWA
20
B. Riley Wealth Advisors
Florida
$1.41M +$1.4M +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 +$121K +2,421 +10%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$1.18M +$119K +2,367 +11%
SA
24
Sanctuary Advisors
Indiana
$982K +$976K +19,477 New
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$980K -$33.5K -669 -3%

FLTB Hedge Fund Activity: Q2 2025 in Review

71 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q2 2025, worth a combined $147M — up 15% from $127M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FLTB positions and 6 closed out — a net gain of 7 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.69M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.26M sold.

  • 71 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q2 2025, up from 64 in Q1 2025.
  • Funds reported $147M of Fidelity Limited Term Bond ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 13 funds opened new Fidelity Limited Term Bond ETF positions in Q2 2025 and 6 closed out, a net change of +7 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q2 2025 was Cambridge Investment Research Advisors, an estimated $2.69M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q2 2025 was Citadel Advisors, an estimated $1.26M sold.

Based on aggregated 13F filings for Q2 2025.