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Fidelity Total Bond ETF

414 hedge funds and large institutions have $5.29B invested in Fidelity Total Bond ETF in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 210 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+68
Holders Change %
+19.65%
% of All Funds
6.07%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.19%
New
95
Increased
210
Reduced
92
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
401
Rothschild Investment LLC
Illinois
$12.8K +$12.8K +278 New
FHA
402
First Horizon Advisors
Tennessee
$10.9K +$10.9K +236 New
SPIA
403
Steward Partners Investment Advisory
New York
$9.48K +$9.48K +206 New
GI
404
Gradient Investments
Minnesota
$8.43K +$875 +19 +12%
KHC
405
Koesten Hirschmann & Crabtree
Kansas
$5.43K +$645 +14 +13%
AWM
406
Activest Wealth Management
Florida
$4.74K -$41.8K -908 -90%
BTI
407
Blue Trust Inc
Georgia
$4K +$4K +90 New
LOIP
408
Live Oak Investment Partners
Texas
$3.78K -$7.07M
BNP Paribas Financial Markets
409
BNP Paribas Financial Markets
France
$3.36K -$7.23K -157 -68%
FWM
410
FSA Wealth Management
Massachusetts
$3K +$3K +66 New
TSWM
411
Tyler-Stone Wealth Management
Ohio
$2.39K
VF
412
VitalStone Financial
Texas
$2K
AIC
413
Archer Investment Corporation
Indiana
$1.06K
EA
414
Evolution Advisers
Virginia
$1K +$1K +17 New
HCM
415
Highlander Capital Management
New Jersey
$921
Citigroup
416
Citigroup
New York
$737 +$645 +14 +700%
PP
417
PFS Partners
New Jersey
$93
GWSA
418
Global Wealth Strategies & Associates
Colorado
$15 -$14
SL
419
Systelligence LLC
Minnesota
-$19.9M -455,759 Closed
PWP
420
Principle Wealth Partners
Connecticut
-$13.6M -312,804 Closed
AWA
421
Amplius Wealth Advisors
Pennsylvania
-$12.7M -290,565 Closed
SI
422
Saxon Interests
Texas
-$4.31M -98,978 Closed
OFG
423
OmniStar Financial Group
North Carolina
-$3.44M -78,702 Closed
Susquehanna International Group
424
Susquehanna International Group
Pennsylvania
-$2.2M -50,568 Closed
DP
425
Denver PWM
Colorado
-$1.85M -42,840 Closed