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Fidelity Limited Term Bond ETF

72 hedge funds and large institutions have $166M invested in Fidelity Limited Term Bond ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

13% more capital invested

Capital invested by funds: $147M → $166M (+$19.6M)

1% more funds holding

Funds holding: 7172 (+1)

0.01% more ownership

Funds ownership: 61.85%61.85% (+0.01%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
36
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$30.1M +$23.2K +459 +0.1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.7M -$349K -6,894 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.1M +$2.44M +48,290 +21%
LPL Financial
4
LPL Financial
California
$12.3M +$6.23M +123,301 +103%
Morgan Stanley
5
Morgan Stanley
New York
$12M +$1.17M +23,219 +11%
HIW
6
Holos Integrated Wealth
Pennsylvania
$7.48M +$446K +8,819 +6%
Bank of America
7
Bank of America
North Carolina
$6.72M +$894K +17,691 +15%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.5M +$585K +11,566 +12%
GRP
9
Global Retirement Partners
California
$4.28M +$4.16M +82,178 +3,519%
RIA
10
Regal Investment Advisors
Michigan
$4.1M +$113K +2,242 +3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.21M +$232K +4,595 +8%
SFA
12
Salus Financial Advisors
Colorado
$3.2M +$154K +3,043 +5%
AssetMark Inc
13
AssetMark Inc
California
$2.92M -$94K -1,860 -3%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$2.92M -$2.97M -58,817 -51%
KAS
15
Kestra Advisory Services
Texas
$2.64M +$2.42M +47,764 +1,115%
BCM
16
Beaumont Capital Management
Massachusetts
$2.61M +$71.6K +1,417 +3%
FPAS
17
Focus Partners Advisor Solutions
Missouri
$2.24M +$1.05M +20,844 +89%
KPWS
18
Kestra Private Wealth Services
Texas
$2.14M +$117K +2,321 +6%
GWM
19
GSB Wealth Management
Connecticut
$1.85M +$27.6K +546 +2%
ICM
20
Islay Capital Management
Texas
$1.74M -$5.56K -110 -0.3%
BRWA
21
B. Riley Wealth Advisors
Florida
$1.74M +$327K +6,463 +23%
ECA
22
Elevation Capital Advisory
Oregon
$1.66M +$1.66M +32,738 New
GLR
23
Great Lakes Retirement
Ohio
$1.47M +$89.5K +1,770 +6%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.35M +$386K +7,626 +40%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.29M +$765K +15,131 +147%

FLTB Hedge Fund Activity: Q3 2025 in Review

72 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Limited Term Bond ETF (FLTB) for Q3 2025, worth a combined $166M — up 13% from $147M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FLTB positions and 8 closed out — a net gain of 2 holders — while 36 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.23M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $2.97M.

  • 72 institutional investors held Fidelity Limited Term Bond ETF (FLTB) as of Q3 2025, up from 71 in Q2 2025.
  • Funds reported $166M of Fidelity Limited Term Bond ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 10 funds opened new Fidelity Limited Term Bond ETF positions in Q3 2025 and 8 closed out, a net change of +2 holders.
  • The largest Fidelity Limited Term Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $6.23M added.
  • The largest Fidelity Limited Term Bond ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $2.97M sold.

Based on aggregated 13F filings for Q3 2025.