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Fidelity Limited Term Bond ETF

79 hedge funds and large institutions have $222M invested in Fidelity Limited Term Bond ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 18

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $210M → $222M (+$11.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 8179 (-2)

6.51% less ownership

Funds ownership: 63.87%57.36% (-6.5%)

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
43
Reduced
18
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
$42.4M +$7.82M +154,262 +22%
UBS Group
2
UBS Group
Switzerland
$22.7M -$354K -6,977 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.8M +$3.17M +62,611 +20%
Morgan Stanley
4
Morgan Stanley
New York
$16.7M +$1.7M +33,591 +11%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.5M -$712K -14,044 -4%
LPL Financial
6
LPL Financial
California
$15M +$474K +9,355 +3%
HIW
7
Holos Integrated Wealth
Pennsylvania
$8.21M +$20.6K +406 +0.2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$6.89M -$94K -1,855 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.27M +$732K +14,441 +13%
RIA
10
Regal Investment Advisors
Michigan
$4.4M +$161K +3,175 +4%
KAS
11
Kestra Advisory Services
Texas
$4.14M -$1.56M -30,801 -27%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.04M -$1.29M -25,389 -24%
SFA
13
Salus Financial Advisors
Colorado
$3.69M +$373K +7,355 +11%
SA
14
Sanctuary Advisors
Indiana
$3.61M +$2.79M +55,076 +331%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.02M +$840K +16,571 +38%
SC
16
Savant Capital
Illinois
$2.82M +$1.08M +21,340 +62%
Jane Street
17
Jane Street
New York
$2.7M +$1.33M +26,204 +95%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$2.69M +$788K +15,542 +41%
AssetMark Inc
19
AssetMark Inc
California
$2.65M -$40.7K -804 -2%
BRWA
20
B. Riley Wealth Advisors
Florida
$1.86M +$131K +2,578 +7%
GWM
21
GSB Wealth Management
Connecticut
$1.83M +$13.6K +268 +0.7%
KPWS
22
Kestra Private Wealth Services
Texas
$1.8M -$186K -3,671 -9%
ICM
23
Islay Capital Management
Texas
$1.79M +$307K +6,066 +21%
GLR
24
Great Lakes Retirement
Ohio
$1.65M +$121K +2,392 +8%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$1.65M +$411K +8,107 +33%