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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 %
SWP
451
Stratos Wealth Partners
Ohio
$478K -$641K -14,279 -57%
TCM
452
Towercrest Capital Management
Pennsylvania
$476K
TCM
453
Traynor Capital Management
Pennsylvania
$476K -$82.3K -1,834 -15%
LFAS
454
Level Four Advisory Services
Texas
$470K -$9.29K -207 -2%
WAG
455
Wheelhouse Advisory Group
Missouri
$461K -$15.3K -340 -3%
XT
456
XTX Topco
Cayman Islands
$458K +$458K +10,208 New
Bank of Montreal
457
Bank of Montreal
Ontario, Canada
$448K -$113K -2,526 -20%
MSCM
458
McElhenny Sheffield Capital Management
Texas
$443K +$314 +7 +0.1%
BCG
459
Breakwater Capital Group
New Jersey
$443K -$45.7K -1,018 -9%
FAG
460
Fortitude Advisory Group
Washington
$437K +$18.4K +409 +4%
AF
461
Aviso Financial
Ontario, Canada
$436K
PIAS
462
PCA Investment Advisory Services
Ohio
$435K -$26.6K -593 -6%
RIA
463
Regal Investment Advisors
Michigan
$434K +$43K +958 +11%
CPRC
464
Consolidated Portfolio Review Corp
New York
$430K +$39.1K +872 +10%
NG
465
Novem Group
New York
$429K +$429K +9,554 New
GIP
466
Greatmark Investment Partners
Georgia
$429K
AWM
467
Aprio Wealth Management
Georgia
$422K +$2.74K +61 +0.7%
WWA
468
Wingate Wealth Advisors
Massachusetts
$421K +$421K +9,391 New
KFGK
469
Keystone Financial Group (Kentucky)
Kentucky
$419K +$44.8K +998 +12%
FT
470
Fiduciary Trust
Massachusetts
$419K
BWMG
471
Barnes Wealth Management Group
California
$400K +$400K +8,919 New
CCM
472
Canal Capital Management
Virginia
$400K +$54.6K +1,217 +16%
PI
473
PFG Investments
New York
$399K +$224 +5 +0.1%
AIP
474
Ameritas Investment Partners
Nebraska
$399K -$5.25K -117 -1%
EWA
475
EverSource Wealth Advisors
Alabama
$395K +$3.68K +82 +0.9%