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Fidelity Limited Term Bond ETF

71 hedge funds and large institutions have $165M 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, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$30.1M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.7M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.1M
LPL Financial
4
LPL Financial
California
$12.3M
Morgan Stanley
5
Morgan Stanley
New York
$12M
HIW
6
Holos Integrated Wealth
Pennsylvania
$7.48M
Bank of America
7
Bank of America
North Carolina
$6.72M
Osaic Holdings
8
Osaic Holdings
Arizona
$5.5M
GRP
9
Global Retirement Partners
California
$4.28M
RIA
10
Regal Investment Advisors
Michigan
$4.1M
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.21M
SFA
12
Salus Financial Advisors
Colorado
$3.2M
AssetMark Inc
13
AssetMark Inc
California
$2.92M
VAS
14
Vestmark Advisory Solutions
Massachusetts
$2.92M
KAS
15
Kestra Advisory Services
Texas
$2.64M
BCM
16
Beaumont Capital Management
Massachusetts
$2.61M
FPAS
17
Focus Partners Advisor Solutions
Missouri
$2.24M
KPWS
18
Kestra Private Wealth Services
Texas
$2.14M
GWM
19
GSB Wealth Management
Connecticut
$1.85M
ICM
20
Islay Capital Management
Texas
$1.74M
BRWA
21
B. Riley Wealth Advisors
Florida
$1.74M
ECA
22
Elevation Capital Advisory
Oregon
$1.66M
GLR
23
Great Lakes Retirement
Ohio
$1.47M
MML Investors Services
24
MML Investors Services
Massachusetts
$1.35M
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.29M