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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 %
SAI
301
Savvy Advisors Inc
New York
$2.65M +$2.46M +54,769 +1,267%
LS
302
Leelyn Smith
Illinois
$2.61M +$113K +2,508 +5%
P
303
&Partners
Tennessee
$2.53M -$119K -2,640 -4%
FMN
304
Financial Management Network
California
$2.52M +$2.52M +56,230 New
Wells Fargo
305
Wells Fargo
California
$2.48M +$1.11M +24,711 +81%
BIA
306
Barry Investment Advisors
Massachusetts
$2.44M +$581K +12,889 +31%
FHA
307
Flagship Harbor Advisors
Massachusetts
$2.43M -$1.53M -34,165 -39%
TA
308
TFB Advisors
Kansas
$2.39M +$1.18M +26,355 +98%
CAAS
309
Capital Asset Advisory Services
Michigan
$2.38M +$217K +4,843 +10%
Brown Advisory
310
Brown Advisory
Maryland
$2.35M +$45 +1 +0%
GWANC
311
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.33M +$2.33M +51,920 New
RWP
312
RWA Wealth Partners
Massachusetts
$2.31M +$169K +3,763 +8%
ACA
313
Anchor Capital Advisors
Massachusetts
$2.28M -$1.05M -23,450 -32%
ERIC
314
Eagle Rock Investment Company
Georgia
$2.19M +$155K +3,446 +8%
GGS
315
Galvin Gaustad & Stein
Arizona
$2.18M +$17.3K +386 +0.8%
EFM
316
Eley Financial Management
Vermont
$2.16M +$2.16M +48,177 New
CWG
317
Cornerstone Wealth Group
North Carolina
$2.14M +$220K +4,900 +11%
LSL
318
Legacy Solutions LLC
Pennsylvania
$2.13M +$2.13M +47,399 New
AP
319
Agilis Partners
Massachusetts
$2.09M -$48.5K -1,082 -2%
IF
320
IRON Financial
Illinois
$2.09M -$42.4K -946 -2%
PFA
321
Professional Financial Advisors
Nebraska
$2.06M +$78.6K +1,752 +4%
BSB
322
Bangor Savings Bank
Maine
$2.04M -$98.4K -2,192 -5%
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$1.95M +$156K +3,480 +9%
OP
324
ORG Partners
Indiana
$1.94M +$175K +3,892 +10%
TSWM
325
Triangle Securities Wealth Management
North Carolina
$1.89M +$627K +13,964 +50%