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Fidelity Total Bond ETF

521 hedge funds and large institutions have $9.46B invested in Fidelity Total Bond ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 309 increasing their positions, 100 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+48
Holders Change %
+10.15%
% of All Funds
7.54%
Holding in Top 10
111
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.63%
% of All Funds
1.61%
New
79
Increased
309
Reduced
100
Closed
20
Calls
$206K
Puts
$70K
Net Calls
+$136K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Shares
Change %
TNBTD
426
Trustmark National Bank Trust Department
Mississippi
$364K
WCM
427
Wealthcare Capital Management
Virginia
$360K +$360K +7,704 New
CCM
428
Canal Capital Management
Virginia
$360K +$360K +7,692 New
HWMT
429
Heritage Wealth Management (Texas)
Texas
$358K -$8.23K -176 -2%
SWA
430
Strata Wealth Advisors
Texas
$328K +$328K +7,023 New
EP
431
Essential Planning
New Hampshire
$326K +$326K +6,985 New
WHCFA
432
William Howard & Co Financial Advisors
Tennessee
$324K +$324K +6,935 New
SAM
433
Seelaus Asset Management
New Jersey
$323K +$90.2K +1,930 +39%
RFN
434
Redwood Financial Network
Ohio
$316K -$13.4K -287 -4%
AAM
435
Advisors Asset Management
Colorado
$316K -$100K -2,146 -24%
HR
436
Hardy Reed
Mississippi
$314K +$7.39K +158 +2%
RT
437
Rockland Trust
Massachusetts
$307K -$130K -2,792 -30%
CWM
438
Congress Wealth Management
Massachusetts
$296K +$296K +6,329 New
IC
439
Inscription Capital
Texas
$292K
CCG
440
Capital CS Group
California
$288K +$6.73K +144 +2%
KP
441
Keel Point
Alabama
$285K +$53.4K +1,143 +23%
MSAM
442
Moloney Securities Asset Management
Missouri
$275K +$275K +5,874 New
DWP
443
Daymark Wealth Partners
Ohio
$266K +$266K +5,690 New
DBRC
444
D.B. Root & Company
Pennsylvania
$262K -$8.04K -172 -3%
Ameriprise
445
Ameriprise
Minnesota
$257K -$175K -3,755 -41%
FCA
446
FinTrust Capital Advisors
South Carolina
$255K
SFM
447
Signet Financial Management
New Jersey
$253K
PWP
448
Precedent Wealth Partners
Texas
$247K +$247K +5,282 New
CIP
449
Capital Insight Partners
Arizona
$236K -$140 -3 -0.1%
LWM
450
Liberty Wealth Management
California
$235K +$235K +5,036 New