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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 %
KCIC
351
Kuhn & Co Investment Counsel
Illinois
$1.42M +$38.7K +863 +3%
CCM
352
Condor Capital Management
New Jersey
$1.42M +$1.42M +31,596 New
PAI
353
Pittenger & Anderson Inc
Nebraska
$1.4M +$242K +5,403 +21%
SAG
354
SageView Advisory Group
California
$1.4M -$409K -9,125 -23%
BCA
355
Bay Capital Advisors
Virginia
$1.33M +$1.33M +29,730 New
MFG
356
Mosaic Financial Group
Illinois
$1.32M +$107K +2,380 +9%
BRWA
357
B. Riley Wealth Advisors
Florida
$1.3M +$147K +3,253 +13%
CFGS
358
Concourse Financial Group Securities
Alabama
$1.27M +$182K +4,039 +17%
VWM
359
Valley Wealth Managers
New Jersey
$1.26M +$281K +6,257 +29%
CWA
360
Canvas Wealth Advisors
Kansas
$1.25M -$1.52M -33,397 -55%
WW
361
Waterfront Wealth
Kansas
$1.25M +$10.9K +242 +0.9%
IWA
362
IBEX Wealth Advisors
New Jersey
$1.21M +$1.21M +26,955 New
OIA
363
OneDigital Investment Advisors
Kansas
$1.2M +$494 +11 +0%
VFG
364
Valley Financial Group
Pennsylvania
$1.2M -$28.4K -634 -2%
CB
365
Chris Bulman
California
$1.19M +$73.1K +1,630 +7%
BPFA
366
Barnes Pettey Financial Advisors
Mississippi
$1.18M +$382K +8,515 +48%
CSP
367
Cary Street Partners
Virginia
$1.17M +$1.17M +25,974 New
EE
368
EWG Elevate
California
$1.15M +$230K +5,115 +25%
TFS
369
Thoroughbred Financial Services
Tennessee
$1.12M -$14.1K -315 -1%
TC
370
TownSquare Capital
Utah
$1.11M +$1.11M +24,732 New
Pathstone Holdings
371
Pathstone Holdings
New Jersey
$1.08M +$1.08M +24,104 New
KWMG
372
King Wealth Management Group
Florida
$1.07M +$10.8K +240 +1%
BFA
373
Bright Financial Advisors
Michigan
$1.04M +$1.04M +23,228 New
NFG
374
Nations Financial Group
Iowa
$1.04M +$159K +3,536 +18%
CAG
375
Curtis Advisory Group
California
$1.03M +$588K +13,100 +131%