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Fidelity Total Bond ETF

610 hedge funds and large institutions have $15.7B invested in Fidelity Total Bond ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 331 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
8.28%
Holding in Top 10
144
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.5%
% of All Funds
1.96%
New
71
Increased
331
Reduced
169
Closed
44
Calls
$1.61M
Puts
$78K
Net Calls
+$1.53M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
MCA
226
Magnolia Capital Advisors
Mississippi
$6.31M +$667K +14,610 +12%
AIA
227
Accelerate Investment Advisors
California
$6.1M +$188K +4,123 +3%
SWM
228
SilverOak Wealth Management
Minnesota
$6.02M +$1.82M +39,945 +43%
SB
229
Strategic Blueprint
Georgia
$5.94M -$325K -7,127 -5%
BAM
230
BOS Asset Management
Illinois
$5.94M +$762K +16,688 +15%
SIM
231
Stratos Investment Management
Ohio
$5.9M +$48.6K +1,065 +0.8%
ST
232
Spinnaker Trust
Maine
$5.88M +$370K +8,114 +7%
MTWM
233
Masso Torrence Wealth Management
New Jersey
$5.84M +$253K +5,549 +5%
ACG
234
Allen Capital Group
Nebraska
$5.83M +$69.7K +1,526 +1%
Koshinski Asset Management
235
Koshinski Asset Management
Illinois
$5.81M +$4.94M +108,257 +571%
GWS
236
Greykasell Wealth Strategies
California
$5.7M +$2.35M +51,465 +70%
HIW
237
Holos Integrated Wealth
Pennsylvania
$5.67M +$5.67M +124,179 New
MWP
238
Madison Wealth Partners
Wisconsin
$5.6M -$556K -12,186 -9%
FH
239
FWG Holdings
Florida
$5.59M -$1.74M -38,255 -24%
AWM
240
Accredited Wealth Management
Kentucky
$5.55M +$702K +15,310 +14%
AHIA
241
Andrew Hill Investment Advisors
Florida
$5.54M +$5.54M +121,272 New
BCI
242
Brinker Capital Investments
Pennsylvania
$5.53M +$486K +10,654 +10%
OPS
243
Orion Portfolio Solutions
Nebraska
$5.53M +$486K +10,654 +10%
LWMNY
244
Landmark Wealth Management (New York)
New York
$5.53M -$99.7K -2,184 -2%
OBWG
245
Onyx Bridge Wealth Group
New York
$5.35M -$2.37M -51,871 -31%
FFP
246
Forbes Financial Planning
Rhode Island
$5.35M +$875K +19,157 +20%
CG
247
CFO4Life Group
Texas
$5.28M +$312K +6,838 +6%
TWC
248
TD Waterhouse Canada
Ontario, Canada
$5.27M +$780K +17,052 +17%
ZIM
249
Zacks Investment Management
Illinois
$5.25M -$166K -3,632 -3%
AWP
250
Axis Wealth Partners
Rhode Island
$5.24M +$569K +12,467 +12%