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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 %
ACMA
426
Arbor Capital Management (Alaska)
Alaska
$613K +$163K +3,614 +36%
ANTB
427
AMG National Trust Bank
Colorado
$609K +$19.1K +425 +3%
AssetMark Inc
428
AssetMark Inc
California
$608K -$73.9K -1,648 -11%
MCM
429
MontVue Capital Management
Virginia
$606K -$77K -1,716 -11%
VFPW
430
Vantage Financial Partners (Wisconsin)
Wisconsin
$600K +$6.1K +136 +1%
PAS
431
Park Avenue Securities
New York
$598K -$158K -3,518 -21%
MFS
432
Miller Financial Services
Michigan
$595K +$595K +13,251 New
RCG
433
Regatta Capital Group
California
$594K -$21.1K -471 -3%
PS
434
Principal Securities
Iowa
$590K -$75K -1,672 -11%
WHCFA
435
William Howard & Co Financial Advisors
Tennessee
$582K +$271K +6,029 +87%
FFN
436
Focus Financial Network
Minnesota
$565K -$36.6K -811 -6%
OC
437
Optima Capital
Oregon
$563K +$563K +12,520 New
CAG
438
Compass Advisory Group
New York
$561K -$19.4K -431 -3%
MAM
439
MMA Asset Management
Pennsylvania
$560K -$113K -2,516 -17%
KDA
440
Kraft Davis & Associates
Missouri
$546K +$546K +12,171 New
CCA
441
Cadent Capital Advisors
Oklahoma
$534K +$63.3K +1,411 +13%
BFO
442
Boston Family Office
Massachusetts
$529K
MCA
443
Maryland Capital Advisors
Maryland
$528K +$528K +11,776 New
ML
444
McAdam LLC
Pennsylvania
$525K +$525K +11,699 New
AIA
445
AssuredPartners Investment Advisors
Florida
$504K +$504K +11,225 New
GAM
446
Gould Asset Management
California
$501K +$501K +11,160 New
RI
447
Rinkey Investments
California
$497K +$497K +11,087 New
SFG
448
Sage Financial Group
Pennsylvania
$481K +$808 +18 +0.2%
HR
449
Howe & Rusling
New York
$481K +$481K +10,709 New
FWA
450
FSM Wealth Advisors
Ohio
$479K +$30.4K +676 +7%