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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 %
UAG
376
United Advisor Group
Ohio
$1.22M +$210K +4,594 +21%
CAG
377
Curtis Advisory Group
California
$1.21M +$159K +3,476 +15%
BFA
378
Bright Financial Advisors
Michigan
$1.2M +$141K +3,095 +13%
VFG
379
Valley Financial Group
Pennsylvania
$1.2M -$20.9K -457 -2%
IWA
380
IBEX Wealth Advisors
New Jersey
$1.18M -$50.9K -1,115 -4%
CSP
381
Cary Street Partners
Virginia
$1.18M -$8.67K -190 -0.7%
SAG
382
SageView Advisory Group
California
$1.17M -$247K -5,411 -17%
BIG
383
Brookwood Investment Group
Arizona
$1.12M +$1.12M +24,640 New
FPW
384
Fairvoy Private Wealth
Alabama
$1.11M +$202K +4,434 +22%
CB
385
Chris Bulman
California
$1.11M -$102K -2,232 -8%
NFG
386
Nations Financial Group
Iowa
$1.11M +$52.4K +1,148 +5%
SPIA
387
Steward Partners Investment Advisory
New York
$1.11M +$356K +7,805 +47%
EP
388
Essential Planning
New Hampshire
$1.11M -$24.9M -546,040 -96%
Pathstone Holdings
389
Pathstone Holdings
New Jersey
$1.1M +$46 +1 +0%
VWM
390
Valley Wealth Managers
New Jersey
$1.08M -$199K -4,365 -16%
WW
391
Waterfront Wealth
Kansas
$1.08M -$190K -4,157 -15%
ML
392
McAdam LLC
Pennsylvania
$1.03M +$498K +10,911 +93%
PAS
393
Park Avenue Securities
New York
$1.03M +$421K +9,225 +69%
KWMG
394
King Wealth Management Group
Florida
$1.02M -$71.1K -1,557 -7%
PRTG
395
Post Resch Tallon Group
New York
$1.01M -$7.33K -160 -0.7%
CA
396
CGN Advisors
Kansas
$994K +$61K +1,336 +7%
WWA
397
Wealth Watch Advisors
Colorado
$993K +$993K +21,754 New
GL
398
Gerber LLC
Ohio
$986K -$64.4K -1,411 -6%
HPM
399
Hoxton Planning & Management
West Virginia
$982K +$53.5K +1,171 +6%
RFA
400
Register Financial Advisors
Georgia
$980K +$89.7K +1,964 +10%