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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 %
GK
326
Graney & King
New York
$1.86M +$1.86M +41,495 New
SMC
327
Smith, Moore & Co
Missouri
$1.83M +$339K +7,548 +23%
NL
328
NWAM LLC
Washington
$1.79M -$157K -3,503 -8%
ICP
329
Interchange Capital Partners
Pennsylvania
$1.77M -$579 -14 -0%
MA
330
Mutual Advisors
Nebraska
$1.76M +$232K +5,173 +15%
LFA
331
Legacy Financial Advisors
Kentucky
$1.75M -$590K -13,160 -25%
RWM
332
Riverbend Wealth Management
South Carolina
$1.75M +$1.75M +39,045 New
CSWM
333
Cassady Schiller Wealth Management
Ohio
$1.74M -$11.7K -261 -0.7%
NW
334
NewEdge Wealth
Pennsylvania
$1.74M +$716K +15,952 +70%
FPAS
335
Focus Partners Advisor Solutions
Missouri
$1.74M -$559K -12,447 -24%
WIM
336
Warwick Investment Management
Texas
$1.72M +$1.72M +38,442 New
LBC
337
Leigh Baldwin & Co
New York
$1.68M +$1.68M +37,348 New
UW
338
Unique Wealth
Florida
$1.66M -$486K -10,840 -23%
JWA
339
JFS Wealth Advisors
Pennsylvania
$1.59M +$243K +5,420 +18%
TCG
340
Transcendent Capital Group
Oklahoma
$1.56M +$156K +3,476 +11%
IIM
341
InTrack Investment Management
Vermont
$1.55M +$457K +10,280 +42%
BFG
342
Berger Financial Group
Minnesota
$1.53M -$11.3K -252 -0.7%
CPCP
343
Cedar Point Capital Partners
Iowa
$1.53M +$91.7K +2,043 +6%
DWM
344
Defined Wealth Management
Oregon
$1.53M +$6.24K +139 +0.4%
NCM
345
Northwest Capital Management
Oregon
$1.53M -$47.9K -1,068 -3%
LSAG
346
Lake Street Advisors Group
New Hampshire
$1.51M +$2.35K +52 +0.2%
NPF
347
Norris Perne & French
Michigan
$1.51M +$184K +4,103 +14%
BFWA
348
Benchmark Financial Wealth Advisors
Florida
$1.5M +$1.5M +33,506 New
BWIA
349
Bryant Woods Investment Advisors
New York
$1.5M +$1.5M +33,398 New
TPWA
350
Twin Peaks Wealth Advisors
California
$1.44M -$142K -3,166 -9%