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Fidelity Total Bond ETF

322 hedge funds and large institutions have $2.96B invested in Fidelity Total Bond ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+43
Holders Change %
+15.41%
% of All Funds
5.08%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.8%
New
58
Increased
172
Reduced
75
Closed
14
Calls
$286K
Puts
Net Calls
+$286K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
276
Financial Advocates Investment Management
Washington
$248K +$248K +5,460 New
MWP
277
Madison Wealth Partners
Wisconsin
$242K +$242K +5,337 New
BFG
278
Berger Financial Group
Minnesota
$241K -$22.6K -497 -9%
EWMCB
279
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$237K +$237K +5,225 New
EWA
280
Exencial Wealth Advisors
Oklahoma
$225K +$225K +4,950 New
GRP
281
Global Retirement Partners
California
$222K -$7.58K -167 -3%
JWA
282
JFS Wealth Advisors
Pennsylvania
$222K +$2.23K +49 +1%
MAM
283
MMA Asset Management
Pennsylvania
$217K +$727 +16 +0.3%
SC
284
Soundwatch Capital
Connecticut
$210K +$210K +7,253 New
WP
285
WealthShield Partners
North Carolina
$201K +$201K +4,400 New
SFM
286
Signet Financial Management
New Jersey
$200K +$200K +4,405 New
Bank of Montreal
287
Bank of Montreal
Ontario, Canada
$187K -$137 -3 -0.1%
PIAS
288
PCA Investment Advisory Services
Ohio
$186K +$186K +4,087 New
AF
289
Advisornet Financial
Minnesota
$184K +$184K +4,050 New
SCA
290
Stonebridge Capital Advisors
Minnesota
$184K +$184K +4,050 New
PA
291
Parallel Advisors
California
$169K +$227 +5 +0.1%
PO
292
Private Ocean
California
$94.7K
ODG
293
O'Dell Group
Ohio
$87.4K +$87.4K +1,924 New
FCA
294
FinTrust Capital Advisors
South Carolina
$83.9K
AAP
295
Arax Advisory Partners
Colorado
$81.6K +$20.5K +452 +34%
PB
296
Pinnacle Bancorp
Nebraska
$65.8K
GWM
297
Geneos Wealth Management
Colorado
$62.9K
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.9K
LFG
299
Larson Financial Group
Missouri
$60.2K
CCMI
300
Creative Capital Management Investments
California
$56.4K