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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 %
PGFC
251
Peapack-Gladstone Financial Corp
New Jersey
$4.21M +$599K +13,350 +17%
SIA
252
Spectrum Investment Advisors
Wisconsin
$4.14M +$4.14M +92,356 New
SWM
253
SilverOak Wealth Management
Minnesota
$4.13M +$1.06M +23,664 +35%
SF
254
Slagle Financial
Illinois
$4.11M +$214K +4,769 +5%
AWA
255
Adapt Wealth Advisors
Georgia
$4.04M +$4.04M +90,087 New
RSWM
256
Robertson Stephens Wealth Management
California
$4.04M -$120K -2,654 -3%
RMF
257
Red Mountain Financial
Colorado
$4.02M +$198K +4,405 +5%
DADC
258
D.A. Davidson & Co
Montana
$4.01M -$437K -9,749 -10%
MCM
259
Maple Capital Management
Vermont
$3.97M +$221K +4,935 +6%
RFN
260
RDA Financial Network
Iowa
$3.92M +$1.6M +35,616 +69%
ATPW
261
Ashton Thomas Private Wealth
Arizona
$3.89M +$452K +10,010 +13%
CIC
262
Carnegie Investment Counsel
Ohio
$3.89M +$472K +10,517 +14%
ALC
263
Alexander Labrunerie & Co
Missouri
$3.86M -$51.5K -1,148 -1%
QCIG
264
Quad-Cities Investment Group
Iowa
$3.84M +$977K +21,769 +34%
SIA
265
Soltis Investment Advisors
Utah
$3.8M +$231K +5,140 +6%
IA
266
IFP Advisors
Florida
$3.76M +$496K +11,063 +15%
RPGNY
267
Retirement Planning Group (New York)
New York
$3.75M +$3.75M +83,476 New
IAG
268
Ipsen Advisor Group
Arkansas
$3.74M +$3.74M +83,459 New
EFP
269
Envision Financial Planning
Tennessee
$3.69M +$169K +3,759 +5%
VFG
270
Victory Financial Group
Texas
$3.67M +$3.67M +81,826 New
CIA
271
Concurrent Investment Advisors
Florida
$3.66M +$128K +2,851 +4%
FUBT
272
First United Bank & Trust
Maryland
$3.66M +$1.14M +25,477 +46%
CIR
273
Clear Investment Research
Georgia
$3.63M +$216K +4,822 +6%
LCC
274
Lincoln Capital Corp
Rhode Island
$3.59M +$75.2K +1,677 +2%
PCG
275
Prosperity Consulting Group
Maryland
$3.52M +$13.6K +302 +0.4%