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Fidelity Total Bond ETF

610 hedge funds and large institutions have $15.7B invested in Fidelity Total Bond ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 331 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
8.28%
Holding in Top 10
144
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.5%
% of All Funds
1.96%
New
71
Increased
331
Reduced
169
Closed
44
Calls
$1.61M
Puts
$78K
Net Calls
+$1.53M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
LCG
351
Lakeshore Capital Group
Illinois
$1.75M +$1.75M +38,243 New
LFA
352
Legacy Financial Advisors
Kentucky
$1.71M -$71.5K -1,566 -4%
IIM
353
InTrack Investment Management
Vermont
$1.65M +$61.7K +1,352 +4%
BWIA
354
Bryant Woods Investment Advisors
New York
$1.64M +$115K +2,509 +8%
GVAG
355
Great Valley Advisor Group
Delaware
$1.6M +$1.29M +28,227 +408%
BFG
356
Berger Financial Group
Minnesota
$1.59M +$34.7K +761 +2%
BCA
357
Bay Capital Advisors
Virginia
$1.58M +$226K +4,940 +17%
CPCP
358
Cedar Point Capital Partners
Iowa
$1.56M +$2.79K +61 +0.2%
NCM
359
Northwest Capital Management
Oregon
$1.56M +$2.83K +62 +0.2%
Susquehanna International Group
360
Susquehanna International Group
Pennsylvania
$1.55M +$1.55M +33,994 New
GGS
361
Galvin Gaustad & Stein
Arizona
$1.55M -$663K -14,514 -30%
JWA
362
JFS Wealth Advisors
Pennsylvania
$1.55M -$65.6K -1,436 -4%
NW
363
NewEdge Wealth
Pennsylvania
$1.55M -$226K -4,946 -13%
CRC
364
Catawba River Capital
South Carolina
$1.54M +$1.54M +33,636 New
NCM
365
NCM Capital Management
New Jersey
$1.52M +$1.13M +24,848 +295%
MFG
366
Mosaic Financial Group
Illinois
$1.34M +$776 +17 +0.1%
GS
367
GWN Securities
Florida
$1.32M +$1.32M +29,012 New
WWA
368
Wingate Wealth Advisors
Massachusetts
$1.32M +$894K +19,594 +209%
EFL
369
ERn Financial LLC
Wisconsin
$1.32M +$278K +6,089 +27%
CWA
370
Canvas Wealth Advisors
Kansas
$1.27M +$30.6K +680 +2%
DWM
371
Defined Wealth Management
Oregon
$1.27M -$286K -6,256 -18%
IA
372
IFG Advisory
Georgia
$1.26M +$508K +11,127 +68%
BDFN
373
Bond & Devick Financial Network
Minnesota
$1.25M +$563K +12,326 +81%
BPFA
374
Barnes Pettey Financial Advisors
Mississippi
$1.23M +$34.6K +757 +3%
TPWA
375
Twin Peaks Wealth Advisors
California
$1.23M -$210K -4,661 -15%