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Fidelity Total Bond ETF

414 hedge funds and large institutions have $5.29B invested in Fidelity Total Bond ETF in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 210 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+68
Holders Change %
+19.65%
% of All Funds
6.07%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.19%
New
95
Increased
210
Reduced
92
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CP
226
Capital Planning
Washington
$2M +$31.8K +689 +2%
OMC
227
Old Mission Capital
Illinois
$1.98M +$1.98M +43,085 New
P
228
&Partners
Tennessee
$1.83M +$1.83M +36,580 New
CWG
229
Cornerstone Wealth Group
North Carolina
$1.8M +$615K +13,353 +52%
SWA
230
Stratos Wealth Advisors
Ohio
$1.79M +$1.4M +30,464 +362%
OPS
231
Orion Portfolio Solutions
Nebraska
$1.75M -$27.4K -600 -2%
BCI
232
Brinker Capital Investments
Pennsylvania
$1.75M -$27.4K -600 -2%
TCM
233
Traynor Capital Management
Pennsylvania
$1.71M +$1.13M +24,459 +194%
REMPR
234
Roof Eidam Maycock Peralta (REMP)
California
$1.68M +$1.06M +23,100 +172%
CIR
235
Clear Investment Research
Georgia
$1.67M +$310K +6,741 +23%
NCM
236
Northwest Capital Management
Oregon
$1.63M +$1.49M +32,277 +1,015%
OWA
237
Opal Wealth Advisors
New York
$1.62M +$63.2K +1,372 +4%
BMCM
238
Burns Matteson Capital Management
New York
$1.6M -$282K -6,121 -15%
PWA
239
Peterson Wealth Advisors
Utah
$1.59M -$176K -3,828 -10%
QCIG
240
Quad-Cities Investment Group
Iowa
$1.58M +$412K +9,017 +35%
TC
241
Touchstone Capital
Pennsylvania
$1.56M +$1.56M +33,873 New
LSAG
242
Lake Street Advisors Group
New Hampshire
$1.54M +$2.54K +55 +0.2%
Comerica Bank
243
Comerica Bank
Texas
$1.51M +$174K +3,779 +13%
TPWA
244
Twin Peaks Wealth Advisors
California
$1.5M +$1.5M +32,612 New
AFP
245
Ausdal Financial Partners
Iowa
$1.5M +$63.3K +1,374 +4%
BAG
246
Bridgewealth Advisory Group
California
$1.47M +$1.47M +31,845 New
GM
247
GeoWealth Management
Illinois
$1.47M +$297K +6,447 +25%
OIA
248
OneDigital Investment Advisors
Kansas
$1.44M +$105K +2,290 +8%
AA
249
Ancora Advisors
Ohio
$1.39M -$652K -14,160 -32%
KCIC
250
Kuhn & Co Investment Counsel
Illinois
$1.38M +$1.38M +29,939 New