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Fidelity Limited Term Bond ETF

81 hedge funds and large institutions have $210M invested in Fidelity Limited Term Bond ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

27% more capital invested

Capital invested by funds: $166M → $210M (+$44.2M)

13% more funds holding

Funds holding: 7281 (+9)

2.02% more ownership

Funds ownership: 61.85%63.87% (+2%)

Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
17
Increased
35
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$34.9M +$28.2M +556,244 +419%
UBS Group
2
UBS Group
Switzerland
$23.2M -$6.85M -135,029 -23%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.3M +$637K +12,559 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.8M +$1.67M +32,987 +12%
Morgan Stanley
5
Morgan Stanley
New York
$15.2M +$3.14M +61,785 +26%
LPL Financial
6
LPL Financial
California
$14.6M +$2.31M +45,427 +19%
HIW
7
Holos Integrated Wealth
Pennsylvania
$8.27M +$795K +15,660 +11%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.03M +$3.83M +75,529 +119%
KAS
9
Kestra Advisory Services
Texas
$5.74M +$3.11M +61,172 +118%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.58M +$5.41M +106,678 +3,016%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.36M -$138K -2,717 -3%
GRP
12
Global Retirement Partners
California
$4.46M +$175K +3,452 +4%
RIA
13
Regal Investment Advisors
Michigan
$4.28M +$175K +3,456 +4%
SFA
14
Salus Financial Advisors
Colorado
$3.35M +$152K +3,001 +5%
AssetMark Inc
15
AssetMark Inc
California
$2.71M -$215K -4,235 -7%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.2M +$915K +18,018 +71%
KPWS
17
Kestra Private Wealth Services
Texas
$2M -$140K -2,753 -7%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$1.93M +$1.46M +28,807 +312%
GWM
19
GSB Wealth Management
Connecticut
$1.83M -$19.4K -382 -1%
SC
20
Savant Capital
Illinois
$1.76M +$800K +15,752 +83%
BRWA
21
B. Riley Wealth Advisors
Florida
$1.75M +$9.14K +180 +0.5%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.73M +$388K +7,640 +29%
GLR
23
Great Lakes Retirement
Ohio
$1.54M +$61.5K +1,212 +4%
ICM
24
Islay Capital Management
Texas
$1.5M -$248K -4,885 -14%
Jane Street
25
Jane Street
New York
$1.39M +$1.39M +27,475 New