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Fidelity Total Bond ETF

279 hedge funds and large institutions have $2.42B invested in Fidelity Total Bond ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+20
Holders Change %
+7.72%
% of All Funds
4.47%
Holding in Top 10
46
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+48.39%
% of All Funds
0.74%
New
44
Increased
155
Reduced
62
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
226
AssetMark Inc
California
$384K +$242K +5,264 +171%
JSL
227
JT Stratford LLC
Georgia
$369K +$36.9K +803 +11%
SFS
228
Sowell Financial Services
Arkansas
$359K -$1.05M -22,782 -74%
QCIG
229
Quad-Cities Investment Group
Iowa
$354K +$83K +1,805 +31%
DCM
230
Dudley Capital Management
Virginia
$351K -$2.3K -50 -0.7%
IA
231
IFG Advisory
Georgia
$349K +$349K +7,582 New
TCM
232
Towercrest Capital Management
Pennsylvania
$346K
AA
233
Argent Advisors
Louisiana
$338K +$129K +2,811 +62%
NL
234
NWAM LLC
Washington
$335K +$49.5K +1,076 +17%
SCA
235
Scott Capital Advisors
Oregon
$319K +$110K +2,395 +53%
Qube Research & Technologies (QRT)
236
Qube Research & Technologies (QRT)
United Kingdom
$309K +$309K +6,708 New
NPF
237
Norris Perne & French
Michigan
$294K +$58.7K +1,277 +25%
SHIM
238
Stone House Investment Management
Pennsylvania
$290K +$68.4K +1,488 +31%
RWA
239
Rooted Wealth Advisors
Illinois
$281K +$281K +6,110 New
ACP
240
Aveo Capital Partners
Colorado
$273K -$3.11M -67,635 -92%
BFG
241
Berger Financial Group
Minnesota
$267K +$267K +5,798 New
EH
242
Equitable Holdings
New York
$253K +$37.9K +824 +18%
FPAS
243
Focus Partners Advisor Solutions
Missouri
$252K +$252K +5,469 New
GRP
244
Global Retirement Partners
California
$234K +$59K +1,276 +34%
Susquehanna International Group
245
Susquehanna International Group
Pennsylvania
$224K -$260K -5,650 -54%
JWA
246
JFS Wealth Advisors
Pennsylvania
$223K +$2.21K +48 +1%
Koshinski Asset Management
247
Koshinski Asset Management
Illinois
$222K
MAM
248
MMA Asset Management
Pennsylvania
$219K +$644 +14 +0.3%
WIM
249
Warwick Investment Management
Texas
$217K +$217K +4,709 New
AAM
250
Advisors Asset Management
Colorado
$214K +$83.1K +1,807 +63%