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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 %
PIAS
376
PCA Investment Advisory Services
Ohio
$311K +$311K +6,870 New
CSPIA
377
Cary Street Partners Investment Advisory
Virginia
$305K +$305K +6,733 New
FGAM
378
Financial Gravity Asset Management
Texas
$300K -$11M -239,725 -97%
PA
379
Parallel Advisors
California
$294K +$124K +2,741 +73%
IC
380
Inscription Capital
Texas
$283K
AWA
381
Arkadios Wealth Advisors
Georgia
$283K +$14.6K +323 +5%
MFG
382
Merit Financial Group
Georgia
$282K +$282K +6,321 New
DBRC
383
D.B. Root & Company
Pennsylvania
$269K -$20.8K -459 -7%
EFA
384
Edge Financial Advisors
Illinois
$267K +$267K +5,903 New
BPFA
385
Barnes Pettey Financial Advisors
Mississippi
$267K +$267K +5,886 New
WP
386
WealthShield Partners
North Carolina
$266K +$65.5K +1,440 +33%
CCG
387
Capital CS Group
California
$260K +$8.29K +183 +3%
FCA
388
FinTrust Capital Advisors
South Carolina
$257K +$17.9K +394 +7%
MWM
389
Mission Wealth Management
California
$256K +$256K +5,645 New
HR
390
Hardy Reed
Mississippi
$249K
PS
391
Portfolio Strategies
New York
$249K +$249K +5,498 New
JJBC
392
James J. Burns & Company
New York
$247K -$452K -10,053 -65%
Jones Financial Companies
393
Jones Financial Companies
Missouri
$246K +$227K +5,019 +1,239%
SFM
394
Signet Financial Management
New Jersey
$245K
KFGK
395
Keystone Financial Group (Kentucky)
Kentucky
$242K +$242K +5,352 New
BPA
396
Beacon Pointe Advisors
California
$242K +$242K +5,338 New
MOS
397
MGO One Seven
Ohio
$232K -$49.1K -1,084 -17%
PWP
398
Principle Wealth Partners
Connecticut
$230K +$230K +5,077 New
SI
399
Saxon Interests
Texas
$230K +$230K +5,071 New
JWA
400
JFS Wealth Advisors
Pennsylvania
$229K +$2.63K +58 +1%