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Fidelity Total Bond ETF

618 hedge funds and large institutions have $15.9B invested in Fidelity Total Bond ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 321 increasing their positions, 198 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
8.29%
Holding in Top 10
135
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.25%
% of All Funds
1.81%
New
64
Increased
321
Reduced
198
Closed
47
Calls
$946K
Puts
Net Calls
+$946K
Net Calls Change
-$587K
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
251
B. Riley Wealth Advisors
Florida
$5.12M +$5.12M +111,850 New
SB
252
Strategic Blueprint
Georgia
$5.1M -$853K -18,638 -14%
UW
253
Unique Wealth
Florida
$5.07M +$1.16M +25,332 +30%
AHIA
254
Andrew Hill Investment Advisors
Florida
$5.05M -$498K -10,892 -9%
MWA
255
Merkkuri Wealth Advisors
New York
$5.04M +$222K +4,855 +5%
TL
256
Tradewinds LLC
North Carolina
$5.04M +$5.04M +110,251 New
FSWA
257
Financial Synergies Wealth Advisors
Texas
$5.04M +$1M +21,907 +25%
IA
258
IFP Advisors
Florida
$5.01M +$282K +6,166 +6%
WA
259
Waverly Advisors
Alabama
$4.97M -$171K -3,740 -3%
IWM
260
IHT Wealth Management
Illinois
$4.96M +$4.23M +92,450 +576%
CFS
261
CRA Financial Services
New Jersey
$4.87M +$328K +7,172 +7%
AFG
262
Allegheny Financial Group
Pennsylvania
$4.8M -$3.65M -79,674 -43%
FUBT
263
First United Bank & Trust
Maryland
$4.78M +$93.1K +2,035 +2%
QCIG
264
Quad-Cities Investment Group
Iowa
$4.76M +$367K +8,011 +8%
EFS
265
Essex Financial Services
Connecticut
$4.68M -$265K -5,785 -5%
SIA
266
Spectrum Investment Advisors
Wisconsin
$4.57M +$238K +5,200 +5%
PWA
267
Peterson Wealth Advisors
Utah
$4.56M -$325K -7,094 -7%
CIC
268
Carnegie Investment Counsel
Ohio
$4.54M +$491K +10,740 +12%
Betterment LLC
269
Betterment LLC
New York
$4.46M +$119K +2,597 +3%
WP
270
Wealthspan Partners
Iowa
$4.45M +$376K +8,229 +9%
MCM
271
Maple Capital Management
Vermont
$4.45M +$64.5K +1,410 +1%
PCG
272
Prosperity Consulting Group
Maryland
$4.33M +$142K +3,094 +3%
SFS
273
Sowell Financial Services
Arkansas
$4.33M +$86.8K +1,897 +2%
FMN
274
Financial Management Network
California
$4.25M +$643K +14,091 +18%
EFP
275
Envision Financial Planning
Tennessee
$4.21M +$282K +6,162 +7%