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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 %
OWA
276
Opal Wealth Advisors
New York
$3.46M +$471K +10,494 +16%
HIS
277
Horizon Investment Services
Indiana
$3.44M -$1.4M -31,200 -29%
CTA
278
Chesley Taft & Associates
Illinois
$3.42M +$699K +15,580 +26%
EWM
279
Executive Wealth Management
Michigan
$3.37M +$45K +1,003 +1%
FFG
280
Fortress Financial Group
Minnesota
$3.29M +$3.29M +73,400 New
GWS
281
Greykasell Wealth Strategies
California
$3.29M +$3.29M +73,394 New
AFP
282
Ausdal Financial Partners
Iowa
$3.29M +$100K +2,232 +3%
IAG
283
Investment Advisory Group
Massachusetts
$3.26M +$568K +12,654 +21%
WP
284
Wealthspan Partners
Iowa
$3.21M +$904K +20,145 +39%
TAM
285
Titleist Asset Management
Texas
$3.2M +$40.9K +911 +1%
FCM
286
Family Capital Management
Michigan
$3.18M -$64.3K -1,434 -2%
CAM
287
Cozad Asset Management
Illinois
$3.09M +$32.1K +715 +1%
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$3.07M -$521K -11,611 -15%
MWM
289
Mascagni Wealth Management
Mississippi
$3.06M +$3.06M +67,102 New
CP
290
Capital Planning
Washington
$3.05M +$1.68M +37,149 +122%
AWA
291
Arkadios Wealth Advisors
Georgia
$3.02M +$1.76M +39,270 +140%
CFS
292
CRA Financial Services
New Jersey
$3.01M +$1.13M +25,084 +60%
TWP
293
Tower Wealth Partners
Pennsylvania
$2.99M +$2.99M +66,707 New
DFG
294
Delta Financial Group
New Jersey
$2.94M +$2.94M +65,518 New
FSWA
295
Financial Synergies Wealth Advisors
Texas
$2.77M +$866K +19,301 +46%
QCG
296
Quadrant Capital Group
Ohio
$2.76M +$533K +11,877 +24%
REMPR
297
Roof Eidam Maycock Peralta (REMP)
California
$2.72M -$140K -3,128 -5%
SPA
298
Shore Point Advisors
New Jersey
$2.7M -$72.8K -1,622 -3%
AF
299
Advisornet Financial
Minnesota
$2.7M -$58.9K -1,313 -2%
Betterment LLC
300
Betterment LLC
New York
$2.65M +$404K +8,994 +18%