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Fidelity Total Bond ETF

618 hedge funds and large institutions have $15.9B invested in Fidelity Total Bond ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 321 increasing their positions, 198 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
8.29%
Holding in Top 10
135
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.25%
% of All Funds
1.81%
New
64
Increased
321
Reduced
198
Closed
47
Calls
$946K
Puts
Net Calls
+$946K
Net Calls Change
-$587K
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
301
Mainsail Financial Group
Washington
$3.23M +$3.23M +71,396 New
SIA
302
Soltis Investment Advisors
Utah
$3.21M -$413K -9,033 -11%
IAG
303
Investment Advisory Group
Massachusetts
$3.2M +$1.19K +26 +0%
NW
304
NewEdge Wealth
Pennsylvania
$3.19M +$1.63M +35,621 +105%
BEI
305
Benjamin Edwards Inc
Missouri
$3.19M +$3.19M +69,629 New
LBC
306
Leigh Baldwin & Co
New York
$3.17M +$901K +19,691 +40%
PA
307
Paragon Advisors
Texas
$3.09M -$1.8M -39,255 -37%
CAM
308
Cozad Asset Management
Illinois
$3.08M +$20.8K +455 +0.7%
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
$3.04M -$135K -2,944 -4%
WIM
310
Warwick Investment Management
Texas
$3.03M +$311K +6,788 +11%
GSWM
311
Golden State Wealth Management
California
$3.02M +$815K +17,815 +37%
2WWM
312
21 West Wealth Management
California
$3M +$3M +65,592 New
MWM
313
Mascagni Wealth Management
Mississippi
$2.99M -$82.4K -1,802 -3%
TWP
314
Tower Wealth Partners
Pennsylvania
$2.97M -$116K -2,535 -4%
SPA
315
Shore Point Advisors
New Jersey
$2.88M +$3.25K +71 +0.1%
BWG
316
Beta Wealth Group
California
$2.85M +$100K +2,195 +4%
PIA
317
Powell Investment Advisors
Florida
$2.82M +$2.82M +61,406 New
ZIM
318
Zacks Investment Management
Illinois
$2.82M -$2.44M -53,384 -46%
CIA
319
Concurrent Investment Advisors
Florida
$2.81M +$771K +16,851 +38%
CAAS
320
Capital Asset Advisory Services
Michigan
$2.73M +$133K +2,917 +5%
PFA
321
Professional Financial Advisors
Nebraska
$2.67M +$272K +5,955 +11%
ERIC
322
Eagle Rock Investment Company
Georgia
$2.67M +$336K +7,350 +14%
FFWM
323
Future Financial Wealth Management
Ohio
$2.66M +$2.66M +58,191 New
TW
324
TritonPoint Wealth
Maryland
$2.61M +$56.9K +1,239 +2%
AF
325
Advisornet Financial
Minnesota
$2.6M +$7.96K +174 +0.3%