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Fidelity Total Bond ETF

473 hedge funds and large institutions have $7.7B invested in Fidelity Total Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 282 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+8
Holders Change %
+1.72%
% of All Funds
6.88%
Holding in Top 10
96
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.09%
% of All Funds
1.4%
New
57
Increased
282
Reduced
97
Closed
37
Calls
$139K
Puts
$243K
Net Calls
-$104K
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
226
Crumly & Associates
Illinois
$2.98M +$192K +4,265 +7%
FPAS
227
Focus Partners Advisor Solutions
Missouri
$2.96M -$84.6K -1,884 -3%
EFS
228
Essex Financial Services
Connecticut
$2.95M +$2.02M +43,887 +216%
PGFC
229
Peapack-Gladstone Financial Corp
New Jersey
$2.91M +$588K +13,080 +25%
AF
230
Advisornet Financial
Minnesota
$2.82M +$29.3K +653 +1%
Stifel Financial
231
Stifel Financial
Missouri
$2.79M +$494K +10,997 +21%
OWA
232
Opal Wealth Advisors
New York
$2.75M +$208K +4,620 +8%
P
233
&Partners
Tennessee
$2.74M +$198K +4,402 +8%
Renaissance Technologies
234
Renaissance Technologies
New York
$2.69M +$2.69M +59,797 New
SWM
235
SilverOak Wealth Management
Minnesota
$2.64M +$118K +2,635 +5%
SPA
236
Shore Point Advisors
New Jersey
$2.62M -$1.37M -30,517 -34%
LS
237
Leelyn Smith
Illinois
$2.62M -$205K -4,562 -7%
FUBT
238
First United Bank & Trust
Maryland
$2.61M +$67K +1,492 +3%
RWP
239
RWA Wealth Partners
Massachusetts
$2.53M -$948K -21,091 -27%
IA
240
IFP Advisors
Florida
$2.52M +$1.58M +35,132 +167%
AFP
241
Ausdal Financial Partners
Iowa
$2.51M +$847K +18,855 +51%
GIA
242
Gladstone Institutional Advisory
Florida
$2.49M +$66.1K +1,472 +3%
EPWM
243
Essex Private Wealth Management
Massachusetts
$2.45M +$249K +5,547 +11%
CWA
244
Canvas Wealth Advisors
Kansas
$2.44M +$286K +6,289 +13%
LFA
245
Legacy Financial Advisors
Kentucky
$2.36M -$4.85K -108 -0.2%
Brown Advisory
246
Brown Advisory
Maryland
$2.35M
FFWA
247
Forthright Family Wealth Advisory
Texas
$2.34M -$450K -10,023 -16%
MCA
248
Magnolia Capital Advisors
Mississippi
$2.33M +$2.33M +51,849 New
QCG
249
Quadrant Capital Group
Ohio
$2.23M +$514K +11,436 +30%
RFN
250
RDA Financial Network
Iowa
$2.21M +$57.5K +1,280 +3%