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Fidelity Total Bond ETF

465 hedge funds and large institutions have $6.13B invested in Fidelity Total Bond ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 268 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+51
Holders Change %
+12.32%
% of All Funds
6.74%
Holding in Top 10
88
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.64%
% of All Funds
1.28%
New
77
Increased
268
Reduced
86
Closed
22
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
WN
276
Williams & Novak
California
$1.37M
KCIC
277
Kuhn & Co Investment Counsel
Illinois
$1.37M +$13.7K +303 +1%
MA
278
Mutual Advisors
Nebraska
$1.36M +$108K +2,387 +9%
SFS
279
Summit Financial Strategies
Ohio
$1.32M +$180K +3,964 +16%
CG
280
CFO4Life Group
Texas
$1.24M -$5.35M -118,067 -81%
PFG
281
Prosperity Financial Group
California
$1.24M +$814K +17,960 +192%
JWCA
282
J.W. Cole Advisors
Florida
$1.22M -$87.5K -1,930 -7%
KWMG
283
King Wealth Management Group
Florida
$1.2M -$68.7K -1,515 -5%
BMCM
284
Burns Matteson Capital Management
New York
$1.17M -$409K -9,023 -26%
VWM
285
Valley Wealth Managers
New Jersey
$1.14M -$11K -242 -1%
AFM
286
Abbot Financial Management
Massachusetts
$1.13M +$25K +552 +2%
WW
287
Waterfront Wealth
Kansas
$1.13M +$584K +13,262 +108%
Wells Fargo
288
Wells Fargo
California
$1.12M +$594K +13,117 +113%
SMC
289
Smith, Moore & Co
Missouri
$1.11M +$1.11M +24,447 New
GAA
290
Global Assets Advisory
Florida
$1.07M +$1.07M +48,231 New
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$1.04M -$1.47M -32,382 -58%
BRWA
292
B. Riley Wealth Advisors
Florida
$1.02M +$47.3K +1,083 +5%
MCM
293
MidAtlantic Capital Management
Virginia
$996K +$582K +12,852 +141%
BIA
294
Barry Investment Advisors
Massachusetts
$977K +$977K +21,480 New
BCA
295
Bay Colony Advisors
Massachusetts
$971K -$98.8K -2,181 -9%
HIC
296
Hartline Investment Corp
Illinois
$971K +$971K +21,441 New
CFG
297
Cosner Financial Group
Colorado
$967K +$2.18K +48 +0.2%
IA
298
IFP Advisors
Florida
$954K -$178K -3,933 -16%
NPF
299
Norris Perne & French
Michigan
$927K +$156K +3,440 +20%
EFS
300
Essex Financial Services
Connecticut
$921K +$300K +6,613 +48%