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Fidelity Total Bond ETF

610 hedge funds and large institutions have $15.7B invested in Fidelity Total Bond ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 331 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
8.28%
Holding in Top 10
144
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.5%
% of All Funds
1.96%
New
71
Increased
331
Reduced
169
Closed
44
Calls
$1.61M
Puts
$78K
Net Calls
+$1.53M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$3.17M +$44.6K +977 +1%
TWP
302
Tower Wealth Partners
Pennsylvania
$3.08M +$38.9K +852 +1%
MWM
303
Mascagni Wealth Management
Mississippi
$3.06M
CAM
304
Cozad Asset Management
Illinois
$3.05M -$92.2K -2,020 -3%
TA
305
TFB Advisors
Kansas
$3.03M +$601K +13,159 +25%
SPA
306
Shore Point Advisors
New Jersey
$2.87M +$121K +2,654 +4%
BIA
307
Barry Investment Advisors
Massachusetts
$2.81M +$328K +7,158 +13%
TSWM
308
Triangle Securities Wealth Management
North Carolina
$2.81M +$885K +19,390 +46%
BWG
309
Beta Wealth Group
California
$2.75M -$20.2M -441,762 -88%
WIM
310
Warwick Investment Management
Texas
$2.72M +$962K +21,064 +55%
RSWM
311
Robertson Stephens Wealth Management
California
$2.61M -$1.5M -32,620 -36%
CAAS
312
Capital Asset Advisory Services
Michigan
$2.6M +$176K +3,841 +7%
GWANC
313
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.6M +$226K +4,947 +10%
LS
314
Leelyn Smith
Illinois
$2.59M -$60.7K -1,329 -2%
AF
315
Advisornet Financial
Minnesota
$2.58M -$168K -3,678 -6%
TW
316
TritonPoint Wealth
Maryland
$2.55M +$1.69M +36,969 +198%
RWP
317
RWA Wealth Partners
Massachusetts
$2.48M +$128K +2,796 +5%
Brown Advisory
318
Brown Advisory
Maryland
$2.39M +$1.23K +27 +0.1%
PFA
319
Professional Financial Advisors
Nebraska
$2.39M +$296K +6,483 +14%
EE
320
EWG Elevate
California
$2.37M +$1.19M +26,175 +102%
ERIC
321
Eagle Rock Investment Company
Georgia
$2.32M +$91.3K +2,001 +4%
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$2.29M +$303K +6,639 +15%
LBC
323
Leigh Baldwin & Co
New York
$2.27M +$562K +12,306 +33%
ACA
324
Anchor Capital Advisors
Massachusetts
$2.24M -$85.8K -1,880 -4%
LSL
325
Legacy Solutions LLC
Pennsylvania
$2.22M +$61.2K +1,341 +3%