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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 %
MSCM
351
McElhenny Sheffield Capital Management
Texas
$462K +$24.3K +537 +6%
FWP
352
FAS Wealth Partners
Kansas
$449K +$32.8K +724 +8%
AWM
353
AE Wealth Management
Kansas
$446K -$7.97M -175,916 -95%
FAG
354
Fortitude Advisory Group
Washington
$431K
FT
355
Fiduciary Trust
Massachusetts
$423K +$423K +9,330 New
MAM
356
MMA Asset Management
Pennsylvania
$422K +$139K +3,095 +49%
ZIM
357
Zacks Investment Management
Illinois
$418K -$86.8K -1,915 -17%
PI
358
PFG Investments
New York
$407K +$407K +8,986 New
MAM
359
Milestone Asset Management
Pennsylvania
$407K +$407K +8,981 New
CAG
360
Curtis Advisory Group
California
$406K +$30.6K +675 +8%
CIBC World Market
361
CIBC World Market
Ontario, Canada
$403K +$13.7K +302 +4%
RIA
362
Regal Investment Advisors
Michigan
$398K +$96.2K +2,122 +32%
RA
363
Rise Advisors
New York
$394K -$11K -242 -3%
SW
364
SlateStone Wealth
Florida
$390K -$23.2K -513 -6%
RRA
365
Round Rock Advisors
Connecticut
$388K +$45 +1 +0%
DCM
366
Dudley Capital Management
Virginia
$388K +$45K +1,000 +13%
KP
367
Keel Point
Alabama
$387K +$387K +8,539 New
Betterment LLC
368
Betterment LLC
New York
$361K +$361K +7,972 New
Bank of Montreal
369
Bank of Montreal
Ontario, Canada
$354K -$81.2K -1,791 -19%
HWMT
370
Heritage Wealth Management (Texas)
Texas
$351K -$337K -7,440 -49%
AIP
371
Ameritas Investment Partners
Nebraska
$345K +$345K +7,623 New
GWP
372
Gateway Wealth Partners
Wisconsin
$333K +$95.1K +2,099 +40%
GPWA
373
Great Point Wealth Advisors
Massachusetts
$327K -$7.8M -172,099 -96%
CFS
374
CRA Financial Services
New Jersey
$325K +$325K +7,179 New
RFN
375
Redwood Financial Network
Ohio
$317K -$5.8K -128 -2%