Fidelity Limited Term Bond
FLTB • ARCA
Fidelity Limited Term Bond is an exchange-traded fund on ARCA. As of Q3 2025, 71 institutional investors hold shares in this ETF, with total holdings valued at $157.7M. UBS Group AG is the largest holder with a position valued at $30.1M.
Overview
Overview of institutional ownership in FLTB as of Q3 2025
All Institutions
- Institutions
- 71
- Value Held
- $157.7M
- Shares Held
- 3.1M
- Avg Position
- $2.2M
- Median Position
- $620.9K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $246.2K
- Shares Held
- 4.9K
- Avg Position
- $246.2K
- Median Position
- $246.2K
Biggest Investors
Institutions with the largest positions in FLTB as of Q3 2025
| Institution | Position Value |
|---|---|
 UBS Group AG Institution | $30.1M 0.01% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $16.7M 0.02% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $14.1M 0.00% of portfolio |
L LPL Financial LLC Institution | $12.3M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $12.0M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $6.7M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $5.5M 0.01% of portfolio |
 Global Retirement Partners, LLC RIA/Wealth | $4.3M 0.10% of portfolio |
 Regal Investment Advisors, LLC RIA/Wealth | $4.1M 0.27% of portfolio |
$3.2M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FLTB in Q3 2025
- Traded
- +$18.7M
- Buyers
- 45
- Sellers
- 23
- Total Bought
- +$26.9M
- Total Sold
- −$8.1M
- Avg Position
- $2.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$6.2M +123.3K shares |
Global Retirement Partners, LLC RIA/Wealth | +$4.2M +82.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$2.4M +48.3K shares |
 Kestra Advisory Services, LLC RIA/Wealth | +$2.4M +47.8K shares |
E Elevation Capital Advisory, LLC RIA/Wealth | +$1.7M +32.7K shares |
MORGAN STANLEY RIA/Wealth | +$1.2M +23.2K shares |
 Buckingham Strategic Partners RIA/Wealth | +$1.1M +20.8K shares |
C Centurion Wealth Management LLC Institution | +$1.0M +20.1K shares |
BANK OF AMERICA CORP /DE/ Institution | +$896.2K +17.7K shares |
 Cetera Investment Advisers RIA/Wealth | +$766.5K +15.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Vestmark Advisory Solutions, Inc. Fund of Funds | −$3.0M −58.8K shares |
J JANE STREET GROUP, LLC Institution | −$2.7M −53.3K shares |
 SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth | −$485.9K −9.6K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$349.3K −6.9K shares |
 OHE FINANCIAL INC RIA/Wealth | −$305.3K −6.0K shares |
F FLOW TRADERS U.S. LLC Institution | −$299.0K −5.9K shares |
 Ancora Advisors, LLC RIA/Wealth | −$196.6K −3.9K shares |
−$174.0K −3.4K shares | |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$150.8K −3.0K shares |
W WealthTrak Capital Management LLC RIA/Wealth | −$126.5K −2.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FLTB in Q3 2025
- New Positions
- 6
- New Value
- $3.3M
- Exited Positions
- 7
- Exited Value
- $3.5M
New Positions
| Institution | Position Value |
|---|---|
E Elevation Capital Advisory, LLC RIA/Wealth | $1.7M 32.7K shares |
C Centurion Wealth Management LLC Institution | $1.0M 20.1K shares |
 BG Investment Services, Inc. RIA/Wealth | $285.4K 5.6K shares |
A Atlantic Trust, LLC Institution | $235.6K 4.7K shares |
 MMA ASSET MANAGEMENT LLC Pension/Endowment | $52.6K 1.0K shares |
A AdvisorNet Financial, Inc Institution | $15.9K 314.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $2.7M 53.3K shares |
SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth | $485.9K 9.6K shares |
Ancora Advisors, LLC RIA/Wealth | $196.6K 3.9K shares |
W WealthTrak Capital Management LLC RIA/Wealth | $126.5K 2.5K shares |
 US BANCORP \DE\ Institution | $17.8K 353.0 shares |
 Capital Advisors, Ltd. LLC RIA/Wealth | $9.5K 188.0 shares |
 Briaud Financial Planning, Inc RIA/Wealth | - 10.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FLTB as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FLTB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Salus Financial Advisors, LLC RIA/Wealth | 1.97% $3.2M |
 Beaumont Capital Management, LLC Long Only Manager | 1.73% $2.6M |
 ISLAY CAPITAL MANAGEMENT, LLC RIA/Wealth | 1.01% $1.7M |
E Elevation Capital Advisory, LLC RIA/Wealth | 0.66% $1.7M |
G GSB Wealth Management, LLC RIA/Wealth | 0.42% $1.8M |
 Lakeridge Wealth Management LLC RIA/Wealth | 0.42% $939.2K |
 Dentgroup LLC RIA/Wealth | 0.35% $545.6K |
BG Investment Services, Inc. RIA/Wealth | 0.28% $285.4K |
Regal Investment Advisors, LLC RIA/Wealth | 0.27% $4.1M |
C Centurion Wealth Management LLC Institution | 0.23% $1.0M |
Hedge Fund Spotlight
Discover hedge funds investing in FLTB
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Fidelity Limited Term Bond
- Market Value
- $246.2K
- Shares Held
- 4.9K
- Portfolio Weight
- 0.00%
- Owned Since
- 2018-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
