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Fidelity Total Bond ETF

473 hedge funds and large institutions have $7.7B invested in Fidelity Total Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 282 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+8
Holders Change %
+1.72%
% of All Funds
6.88%
Holding in Top 10
96
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.09%
% of All Funds
1.4%
New
57
Increased
282
Reduced
97
Closed
37
Calls
$139K
Puts
$243K
Net Calls
-$104K
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
301
Lazari Capital Management
California
$1.02M +$1.02M +22,681 New
CB
302
Chris Bulman
California
$993K +$993K +22,094 New
BCA
303
Bay Colony Advisors
Massachusetts
$984K +$20.6K +459 +2%
CFG
304
Cosner Financial Group
Colorado
$940K -$18.9K -420 -2%
AFG
305
AFS Financial Group
Maryland
$927K -$3.16M -70,370 -77%
FAIM
306
Financial Advocates Investment Management
Washington
$915K +$117K +2,613 +15%
BMCM
307
Burns Matteson Capital Management
New York
$906K -$254K -5,652 -22%
ERIC
308
Eagle Rock Investment Company
Georgia
$904K +$133K +2,970 +17%
TW
309
TritonPoint Wealth
Maryland
$897K +$897K +19,887 New
IIM
310
InTrack Investment Management
Vermont
$891K +$151K +3,365 +20%
EFL
311
ERn Financial LLC
Wisconsin
$891K +$188K +4,174 +27%
CFGS
312
Concourse Financial Group Securities
Alabama
$881K -$1.99K -44 -0.2%
MFG
313
Mosaic Financial Group
Illinois
$870K +$671K +14,928 +337%
CP
314
Camelot Portfolios
Ohio
$868K +$868K +19,323 New
EE
315
EWG Elevate
California
$864K +$173K +3,844 +25%
KWM
316
KFG Wealth Management
Indiana
$856K +$171K +3,797 +25%
GL
317
Gerber LLC
Ohio
$843K +$315K +7,002 +60%
ZIM
318
Zacks Investment Management
Illinois
$813K +$398K +8,865 +96%
PAI
319
Pittenger & Anderson Inc
Nebraska
$805K -$30.1K -671 -4%
AssetMark Inc
320
AssetMark Inc
California
$791K +$99.1K +2,205 +14%
IF
321
Integrity Financial
Wyoming
$781K +$557K +12,396 +248%
OPOWM
322
One Plus One Wealth Management
Florida
$768K +$25.3K +563 +3%
HPM
323
Hoxton Planning & Management
West Virginia
$729K -$24K -534 -3%
CA
324
CGN Advisors
Kansas
$726K +$211K +4,694 +41%
CPIA
325
Cornell Pochily Investment Advisors
New York
$709K -$29.5K -657 -4%