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Fidelity Total Bond ETF

414 hedge funds and large institutions have $5.29B invested in Fidelity Total Bond ETF in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 210 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+68
Holders Change %
+19.65%
% of All Funds
6.07%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.19%
New
95
Increased
210
Reduced
92
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAI
276
Pittenger & Anderson Inc
Nebraska
$884K -$64.2K -1,395 -7%
Stifel Financial
277
Stifel Financial
Missouri
$833K +$253K +5,494 +44%
MCM
278
MontVue Capital Management
Virginia
$800K +$800K +17,374 New
RCG
279
Regatta Capital Group
California
$799K -$61.7K -1,340 -7%
HPM
280
Hoxton Planning & Management
West Virginia
$795K -$654K -14,205 -45%
NPF
281
Norris Perne & French
Michigan
$783K +$184K +3,998 +31%
AssetMark Inc
282
AssetMark Inc
California
$756K +$152K +3,311 +25%
CFGS
283
Concourse Financial Group Securities
Alabama
$726K +$4.44K +96 +0.6%
TCM
284
TD Capital Management
Tennessee
$723K +$570K +12,383 +373%
ANTB
285
AMG National Trust Bank
Colorado
$718K -$156K -3,395 -18%
JJBC
286
James J. Burns & Company
New York
$716K -$113K -2,445 -14%
CWM
287
Comprehensive Wealth Management
Washington
$703K -$1.23M -26,775 -64%
HWMT
288
Heritage Wealth Management (Texas)
Texas
$699K +$7.92K +172 +1%
ERIC
289
Eagle Rock Investment Company
Georgia
$684K -$154K -3,352 -18%
AWM
290
Aprio Wealth Management
Georgia
$654K +$212K +4,595 +48%
PAS
291
Park Avenue Securities
New York
$648K +$100K +2,171 +18%
AQR Capital Management
292
AQR Capital Management
Connecticut
$644K +$644K +13,987 New
PS
293
Principal Securities
Iowa
$632K +$632K +13,731 New
IAG
294
Investment Advisory Group
Massachusetts
$632K +$402K +8,731 +175%
EFS
295
Essex Financial Services
Connecticut
$631K +$5.25K +114 +0.8%
PCG
296
Prosperity Consulting Group
Maryland
$629K +$629K +13,663 New
WP
297
Wealthspan Partners
Iowa
$627K +$116K +2,530 +23%
Qube Research & Technologies (QRT)
298
Qube Research & Technologies (QRT)
United Kingdom
$622K +$497K +10,799 +397%
IWS
299
Insight Wealth Strategies
California
$620K +$110K +2,391 +22%
EFL
300
ERn Financial LLC
Wisconsin
$610K +$82.8K +1,822 +16%