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Fidelity Total Bond ETF

465 hedge funds and large institutions have $6.13B invested in Fidelity Total Bond ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 268 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+51
Holders Change %
+12.32%
% of All Funds
6.74%
Holding in Top 10
88
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.64%
% of All Funds
1.28%
New
77
Increased
268
Reduced
86
Closed
22
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
326
Park Avenue Securities
New York
$675K +$37.2K +820 +6%
RCAG
327
Rehmann Capital Advisory Group
Michigan
$673K +$246K +5,421 +57%
ANTB
328
AMG National Trust Bank
Colorado
$667K -$39.6K -875 -6%
IWS
329
Insight Wealth Strategies
California
$655K +$44.7K +986 +7%
BCG
330
Breakwater Capital Group
New Jersey
$649K +$221K +4,884 +52%
AQR Capital Management
331
AQR Capital Management
Connecticut
$634K
BDFN
332
Bond & Devick Financial Network
Minnesota
$633K +$81K +1,788 +15%
FFN
333
Focus Financial Network
Minnesota
$607K -$3.42M -77,462 -85%
SCA
334
Scott Capital Advisors
Oregon
$591K +$131K +2,912 +28%
Qube Research & Technologies (QRT)
335
Qube Research & Technologies (QRT)
United Kingdom
$587K -$25.7K -567 -4%
CAG
336
Compass Advisory Group
New York
$581K -$2.45K -54 -0.4%
WAG
337
Wheelhouse Advisory Group
Missouri
$567K +$10.3K +227 +2%
SS
338
Sunbelt Securities
Texas
$554K +$6.07K +134 +1%
CIA
339
Concurrent Investment Advisors
Florida
$542K +$542K +11,972 New
GL
340
Gerber LLC
Ohio
$533K +$44.9K +992 +9%
Susquehanna International Group
341
Susquehanna International Group
Pennsylvania
$526K +$526K +11,613 New
CA
342
CGN Advisors
Kansas
$519K +$15.2K +336 +3%
YWS
343
Yarger Wealth Strategies
Ohio
$516K +$2.86K +63 +0.6%
KA
344
Kure Advisory
Minnesota
$500K
KOMWMG
345
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$495K +$11.2K +248 +2%
SFG
346
Sage Financial Group
Pennsylvania
$482K -$90.7K -2,002 -16%
TCM
347
Towercrest Capital Management
Pennsylvania
$481K
TNBTD
348
Trustmark National Bank Trust Department
Mississippi
$466K +$43.2K +953 +10%
PWM
349
Perigon Wealth Management
California
$463K +$183K +4,039 +65%
AAM
350
Advisors Asset Management
Colorado
$462K +$26.1K +576 +6%