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Fidelity Total Bond ETF

322 hedge funds and large institutions have $2.96B invested in Fidelity Total Bond ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+43
Holders Change %
+15.41%
% of All Funds
5.08%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.8%
New
58
Increased
172
Reduced
75
Closed
14
Calls
$286K
Puts
Net Calls
+$286K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Shares
Change %
KOMWMG
226
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$625K +$78.5K +1,728 +14%
DC
227
Destiny Capital
Colorado
$610K +$610K +13,419 New
TCM
228
Traynor Capital Management
Pennsylvania
$557K -$60.5K -1,332 -10%
RRA
229
Round Rock Advisors
Connecticut
$527K -$90.8K -1,999 -15%
FWP
230
FAS Wealth Partners
Kansas
$526K +$59.4K +1,308 +13%
EFL
231
ERn Financial LLC
Wisconsin
$523K -$5.09K -112 -1%
YWS
232
Yarger Wealth Strategies
Ohio
$509K -$2.56M -56,272 -83%
AWA
233
Arete Wealth Advisors
Illinois
$508K -$1.01M -22,352 -67%
Wells Fargo
234
Wells Fargo
California
$502K -$130K -2,868 -21%
RA
235
Rise Advisors
New York
$499K +$3.13K +69 +0.6%
Cerity Partners
236
Cerity Partners
New York
$497K +$497K +10,934 New
SWA
237
Stratos Wealth Advisors
Ohio
$495K -$215K -4,738 -30%
EFS
238
Essex Financial Services
Connecticut
$495K +$46.5K +1,024 +10%
IWS
239
Insight Wealth Strategies
California
$493K +$493K +10,860 New
CPC
240
Consolidated Planning Corp
Georgia
$470K +$470K +10,339 New
SW
241
SlateStone Wealth
Florida
$452K -$746K -16,418 -62%
KP
242
Keel Point
Alabama
$451K -$30.6K -674 -6%
AFG
243
Affinia Financial Group
Massachusetts
$450K +$450K +10,030 New
NPF
244
Norris Perne & French
Michigan
$437K +$147K +3,232 +51%
RCAG
245
Rehmann Capital Advisory Group
Michigan
$425K +$3.91K +86 +0.9%
RFN
246
Redwood Financial Network
Ohio
$416K +$2.95K +65 +0.7%
REMPR
247
Roof Eidam Maycock Peralta (REMP)
California
$407K +$407K +8,955 New
Renaissance Technologies
248
Renaissance Technologies
New York
$395K -$165K -3,637 -29%
WIA
249
World Investment Advisors
California
$390K +$390K +8,562 New
CIBC World Market
250
CIBC World Market
Ontario, Canada
$390K -$50.7K -1,115 -11%