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Fidelity Total Bond ETF

597 hedge funds and large institutions have $14.8B invested in Fidelity Total Bond ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 322 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+76
Holders Change %
+14.59%
% of All Funds
7.95%
Holding in Top 10
128
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.32%
% of All Funds
1.7%
New
117
Increased
322
Reduced
123
Closed
29
Calls
$552K
Puts
$206K
Net Calls
+$346K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Shares
Change %
CS
401
Capital Square
Tennessee
$802K
MFGM
402
Marshall Financial Group (Maryland)
Maryland
$799K -$9.96K -222 -1%
AA
403
Atmos Advisory
Pennsylvania
$795K +$795K +17,711 New
IF
404
Integrity Financial
Wyoming
$775K +$13.4K +299 +2%
MAM
405
Milestone Asset Management
Pennsylvania
$770K +$146K +3,254 +23%
IA
406
IFG Advisory
Georgia
$738K +$738K +16,447 New
SPIA
407
Steward Partners Investment Advisory
New York
$738K +$580K +12,922 +368%
IWS
408
Insight Wealth Strategies
California
$732K +$79.3K +1,767 +12%
LCM
409
Lazari Capital Management
California
$728K -$266K -5,926 -27%
SA
410
Sanctuary Advisors
Indiana
$718K -$120K -2,669 -14%
BDFN
411
Bond & Devick Financial Network
Minnesota
$707K
IWM
412
IHT Wealth Management
Illinois
$704K +$257K +5,737 +58%
TIA
413
Trust Investment Advisors
Indiana
$700K
Jane Street
414
Jane Street
New York
$695K -$33.1M -737,604 -98%
DFG
415
Dupree Financial Group
Kentucky
$677K +$10.7K +238 +2%
DWM
416
DecisionMap Wealth Management
Virginia
$675K +$675K +15,053 New
KOMWMG
417
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$674K +$262K +5,849 +64%
MCM
418
MidAtlantic Capital Management
Virginia
$672K +$8.84K +197 +1%
IAA
419
Independent Advisor Alliance
North Carolina
$661K +$661K +14,742 New
SFWC
420
Strategic Family Wealth Counselors
New Jersey
$661K +$661K +14,732 New
GWP
421
Gateway Wealth Partners
Wisconsin
$657K +$94.9K +2,116 +17%
SS
422
Sunbelt Securities
Texas
$648K +$56.4K +1,256 +10%
RA
423
Rise Advisors
New York
$627K +$6.28K +140 +1%
BMCM
424
Burns Matteson Capital Management
New York
$625K -$63.9K -1,423 -9%
FTS
425
Fifth Third Securities
Ohio
$622K +$622K +13,858 New