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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 %
KA
351
Kure Advisory
Minnesota
$496K
Wells Fargo
352
Wells Fargo
California
$483K -$627K -13,959 -56%
SFG
353
Sage Financial Group
Pennsylvania
$480K +$2.16K +48 +0.5%
TCM
354
Towercrest Capital Management
Pennsylvania
$477K
MSCM
355
McElhenny Sheffield Capital Management
Texas
$476K +$18.2K +404 +4%
CAG
356
Curtis Advisory Group
California
$470K +$67.9K +1,511 +17%
MAM
357
MMA Asset Management
Pennsylvania
$468K +$45.2K +1,005 +11%
PWM
358
Perigon Wealth Management
California
$466K +$7.37K +164 +2%
AWM
359
AE Wealth Management
Kansas
$463K +$20.6K +459 +5%
FTUS
360
Flow Traders U.S.
New York
$453K -$1.15M -25,551 -72%
AWM
361
Aprio Wealth Management
Georgia
$438K +$438K +9,753 New
SAW
362
Signal Advisors Wealth
Michigan
$433K +$433K +9,605 New
FAG
363
Fortitude Advisory Group
Washington
$427K
IDA
364
Intelligence Driven Advisers
California
$425K +$218K +4,858 +106%
PFG
365
Peterson Financial Group
Iowa
$424K +$424K +9,438 New
RT
366
Rockland Trust
Massachusetts
$421K -$418K -9,313 -50%
FT
367
Fiduciary Trust
Massachusetts
$419K
Bank of Montreal
368
Bank of Montreal
Ontario, Canada
$419K +$63.5K +1,397 +18%
Ameriprise
369
Ameriprise
Minnesota
$415K +$415K +9,245 New
CFS
370
CGC Financial Services
Oregon
$413K -$491K -10,917 -54%
MOS
371
MGO One Seven
Ohio
$403K +$173K +3,855 +75%
AAM
372
Advisors Asset Management
Colorado
$400K -$57.9K -1,289 -13%
RIA
373
Regal Investment Advisors
Michigan
$396K +$629 +14 +0.2%
RA
374
Rise Advisors
New York
$396K +$4.63K +103 +1%
PI
375
PFG Investments
New York
$395K -$8.76K -195 -2%