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Fidelity Total Bond ETF

521 hedge funds and large institutions have $9.46B invested in Fidelity Total Bond ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 309 increasing their positions, 100 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+48
Holders Change %
+10.15%
% of All Funds
7.54%
Holding in Top 10
111
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.63%
% of All Funds
1.61%
New
79
Increased
309
Reduced
100
Closed
20
Calls
$206K
Puts
$70K
Net Calls
+$136K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Shares
Change %
PGFC
226
Peapack-Gladstone Financial Corp
New Jersey
$3.76M +$730K +15,620 +24%
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$3.74M +$31.8K +680 +0.9%
SIA
228
Soltis Investment Advisors
Utah
$3.72M +$32.3K +692 +0.9%
CIA
229
Concurrent Investment Advisors
Florida
$3.68M +$2M +42,740 +119%
EFP
230
Envision Financial Planning
Tennessee
$3.67M +$3.67M +78,556 New
LCC
231
Lincoln Capital Corp
Rhode Island
$3.66M -$1.35M -28,917 -27%
PCG
232
Prosperity Consulting Group
Maryland
$3.65M +$137K +2,923 +4%
ATPW
233
Ashton Thomas Private Wealth
Arizona
$3.57M +$1.55M +33,238 +77%
CIC
234
Carnegie Investment Counsel
Ohio
$3.56M +$163K +3,485 +5%
CIR
235
Clear Investment Research
Georgia
$3.56M +$216K +4,625 +6%
ACA
236
Anchor Capital Advisors
Massachusetts
$3.48M -$25.5K -545 -0.7%
EWM
237
Executive Wealth Management
Michigan
$3.47M +$3.47M +74,196 New
IA
238
IFP Advisors
Florida
$3.4M +$776K +16,597 +30%
Jones Financial Companies
239
Jones Financial Companies
Missouri
$3.4M +$1.84M +39,348 +119%
MCA
240
Magnolia Capital Advisors
Mississippi
$3.38M +$959K +20,527 +40%
FCM
241
Family Capital Management
Michigan
$3.38M -$88.4K -1,892 -3%
SFS
242
Sowell Financial Services
Arkansas
$3.34M -$1.75M -37,276 -34%
AFP
243
Ausdal Financial Partners
Iowa
$3.33M +$714K +15,272 +27%
TAM
244
Titleist Asset Management
Texas
$3.29M +$3.29M +70,491 New
PIA
245
Powell Investment Advisors
Florida
$3.28M -$204K -4,349 -6%
SWM
246
SilverOak Wealth Management
Minnesota
$3.2M +$447K +9,556 +16%
CAM
247
Cozad Asset Management
Illinois
$3.18M -$1.87K -40 -0.1%
Creative Planning
248
Creative Planning
Kansas
$3.17M -$341K -7,304 -10%
OWA
249
Opal Wealth Advisors
New York
$3.11M +$256K +5,468 +9%
PWM
250
Perigon Wealth Management
California
$3.08M +$2.59M +55,463 +535%