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Fidelity Total Bond ETF

597 hedge funds and large institutions have $14.8B invested in Fidelity Total Bond ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 322 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+76
Holders Change %
+14.59%
% of All Funds
7.95%
Holding in Top 10
128
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.32%
% of All Funds
1.7%
New
117
Increased
322
Reduced
123
Closed
29
Calls
$552K
Puts
$206K
Net Calls
+$346K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Shares
Change %
ST
226
Spinnaker Trust
Maine
$5.42M +$72K +1,605 +1%
ZIM
227
Zacks Investment Management
Illinois
$5.32M -$185K -4,131 -3%
KWA
228
Kingswood Wealth Advisors
California
$5.19M -$922K -20,543 -15%
MWA
229
Merkkuri Wealth Advisors
New York
$5.15M +$466K +10,384 +10%
TCM
230
TD Capital Management
Tennessee
$5.13M +$523K +11,663 +11%
TA
231
TrueWealth Advisors
Alabama
$5.13M +$692K +15,431 +16%
BAM
232
BOS Asset Management
Illinois
$5.08M +$5.08M +113,324 New
PA
233
Paragon Advisors
Texas
$5.08M +$1.06M +23,728 +27%
PWA
234
Peterson Wealth Advisors
Utah
$5.04M +$3.63M +80,970 +258%
EFS
235
Essex Financial Services
Connecticut
$5M -$224K -5,003 -4%
BCI
236
Brinker Capital Investments
Pennsylvania
$4.96M +$513K +11,435 +12%
OPS
237
Orion Portfolio Solutions
Nebraska
$4.96M +$513K +11,435 +12%
SFS
238
Sowell Financial Services
Arkansas
$4.91M +$1.72M +38,321 +54%
CG
239
CFO4Life Group
Texas
$4.88M +$3.7M +82,525 +314%
CA
240
Crumly & Associates
Illinois
$4.84M -$10.5K -233 -0.2%
WA
241
Waverly Advisors
Alabama
$4.8M +$489K +10,891 +11%
KFP
242
KMG Fiduciary Partners
Ohio
$4.79M +$2.01M +44,767 +72%
AWM
243
Accredited Wealth Management
Kentucky
$4.77M +$4.77M +105,776 New
Jones Financial Companies
244
Jones Financial Companies
Missouri
$4.63M +$1.38M +30,755 +42%
PAS
245
PKS Advisory Services
New York
$4.62M +$4.62M +102,989 New
AWP
246
Axis Wealth Partners
Rhode Island
$4.59M +$4.59M +102,379 New
Stifel Financial
247
Stifel Financial
Missouri
$4.56M -$6.86M -152,795 -60%
TWC
248
TD Waterhouse Canada
Ontario, Canada
$4.41M -$18.8K -418 -0.4%
FFP
249
Forbes Financial Planning
Rhode Island
$4.4M +$4.4M +98,052 New
AWE
250
Avidian Wealth Enterprises
Texas
$4.34M -$24.5K -547 -0.6%