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Fidelity Total Bond ETF

618 hedge funds and large institutions have $15.9B invested in Fidelity Total Bond ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 321 increasing their positions, 198 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
8.29%
Holding in Top 10
135
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.25%
% of All Funds
1.81%
New
64
Increased
321
Reduced
198
Closed
47
Calls
$946K
Puts
Net Calls
+$946K
Net Calls Change
-$587K
Name Holding Trade Value Shares
Change
Shares
Change %
Pathstone Holdings
401
Pathstone Holdings
New Jersey
$1.1M +$46 +1 +0%
FPW
402
Fairvoy Private Wealth
Alabama
$1.1M -$14.7K -322 -1%
VWM
403
Valley Wealth Managers
New Jersey
$1.1M +$13.8K +302 +1%
UAG
404
United Advisor Group
Ohio
$1.1M -$119K -2,603 -10%
AssetMark Inc
405
AssetMark Inc
California
$1.1M +$299K +6,545 +38%
WWA
406
WCG Wealth Advisors
Nevada
$1.09M +$1.09M +23,921 New
SPIA
407
Steward Partners Investment Advisory
New York
$1.09M -$18.3K -399 -2%
WW
408
Waterfront Wealth
Kansas
$1.09M +$2.1K +46 +0.2%
CB
409
Chris Bulman
California
$1.08M -$38.9K -850 -3%
BIG
410
Brookwood Investment Group
Arizona
$1.06M -$64.1K -1,401 -6%
WWA
411
Wealth Watch Advisors
Colorado
$1.05M +$51.7K +1,131 +5%
WCM
412
WealthBridge Capital Management
Ohio
$1.04M +$94.3K +2,062 +10%
RFA
413
Register Financial Advisors
Georgia
$1.04M +$57.8K +1,264 +6%
PRTG
414
Post Resch Tallon Group
New York
$1.03M +$24.2K +530 +2%
NCM
415
NCM Capital Management
New Jersey
$1.01M -$514K -11,220 -34%
KWMG
416
King Wealth Management Group
Florida
$1M -$23.6K -516 -2%
GS
417
GWN Securities
Florida
$994K -$334K -7,297 -25%
CA
418
CGN Advisors
Kansas
$987K -$8.37K -183 -0.8%
SAG
419
SageView Advisory Group
California
$969K -$203K -4,465 -17%
CFG
420
Cosner Financial Group
Colorado
$955K +$366 +8 +0%
CPCP
421
Cedar Point Capital Partners
Iowa
$948K -$617K -13,487 -39%
GL
422
Gerber LLC
Ohio
$938K -$49.9K -1,091 -5%
AFM
423
Abbot Financial Management
Massachusetts
$914K +$778 +17 +0.1%
HPM
424
Hoxton Planning & Management
West Virginia
$913K -$70.8K -1,548 -7%
BCA
425
Bay Capital Advisors
Virginia
$894K -$693K -15,137 -44%