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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 %
MCM
326
MontVue Capital Management
Virginia
$706K -$19.9K -442 -3%
DFG
327
Dupree Financial Group
Kentucky
$686K +$686K +15,268 New
ANTB
328
AMG National Trust Bank
Colorado
$684K +$23K +513 +3%
PAS
329
Park Avenue Securities
New York
$678K +$9.39K +209 +1%
IWS
330
Insight Wealth Strategies
California
$669K +$19.8K +440 +3%
PS
331
Principal Securities
Iowa
$648K -$159K -3,529 -20%
SA
332
Sanctuary Advisors
Indiana
$646K +$646K +14,649 New
BDFN
333
Bond & Devick Financial Network
Minnesota
$632K +$4.31K +96 +0.7%
BCG
334
Breakwater Capital Group
New Jersey
$613K -$30.9K -688 -5%
AFM
335
Abbot Financial Management
Massachusetts
$611K -$509K -11,318 -45%
FFN
336
Focus Financial Network
Minnesota
$608K -$19.7K -430 -3%
JWCA
337
J.W. Cole Advisors
Florida
$607K -$600K -13,352 -50%
NFG
338
Nations Financial Group
Iowa
$604K +$604K +13,452 New
RCG
339
Regatta Capital Group
California
$602K -$70.4K -1,567 -10%
CAG
340
Compass Advisory Group
New York
$579K +$992 +22 +0.2%
MAM
341
Milestone Asset Management
Pennsylvania
$571K +$167K +3,723 +41%
MCM
342
MidAtlantic Capital Management
Virginia
$551K -$437K -9,734 -44%
WAG
343
Wheelhouse Advisory Group
Missouri
$550K -$11.1K -248 -2%
UAG
344
United Advisor Group
Ohio
$549K +$549K +12,230 New
VCM
345
Virtue Capital Management
Tennessee
$548K +$548K +12,047 New
SS
346
Sunbelt Securities
Texas
$544K -$5.71K -127 -1%
IA
347
Insight Advisors
Pennsylvania
$539K +$539K +11,986 New
KOMWMG
348
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$533K +$42.3K +942 +9%
YWS
349
Yarger Wealth Strategies
Ohio
$515K +$2.97K +66 +0.6%
FWP
350
FAS Wealth Partners
Kansas
$507K +$61.7K +1,374 +14%