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Fidelity Total Bond ETF

750 hedge funds and large institutions have $20.9B invested in Fidelity Total Bond ETF in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 450 increasing their positions, 170 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 170

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

6% more funds holding in top 10

Funds holding in top 10: 166176 (+10)

3% more funds holding

Funds holding: 726750 (+24)

2.07% less ownership

Funds ownership: 85.74%83.67% (-2.1%)

8% less capital invested

Capital invested by funds: $22.6B → $20.9B (-$1.69B)

Holders
750
Holders Change
+24
Holders Change %
+3.31%
% of All Funds
9.24%
Holding in Top 10
176
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+6.02%
% of All Funds
2.17%
New
77
Increased
450
Reduced
170
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$135M -$11.4M -246,571 -8%
TA
27
TruWealth Advisors
Louisiana
$130M +$2.29M +49,570 +2%
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$130M +$16.3M +353,665 +14%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$129M +$5.09M +110,352 +4%
SWP
30
Sagespring Wealth Partners
Tennessee
$122M -$346M -7,509,343 -74%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$110M -$27.9M -604,618 -26%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$104M +$5.97M +129,541 +6%
SFS
33
Summit Financial Strategies
Ohio
$102M +$6.26M +135,819 +6%
MML Investors Services
34
MML Investors Services
Massachusetts
$98.5M -$14.2M -307,685 -12%
Wells Fargo
35
Wells Fargo
California
$90.6M +$9.19M +199,276 +11%
HighTower Advisors
36
HighTower Advisors
Illinois
$90.1M +$3.84M +83,237 +4%
OWA
37
Octavia Wealth Advisors
Ohio
$87.9M +$8.21M +178,021 +10%
VFA
38
Valeo Financial Advisors
Indiana
$83.2M +$8.16M +177,017 +10%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$79.2M +$4.83M +104,822 +6%
Corient Private Wealth
40
Corient Private Wealth
Florida
$78.1M -$5.08M -110,067 -6%
HBFP
41
Henderson Brothers Financial Partners
Pennsylvania
$73.3M +$74.1M +1,606,810 New
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$69.5M +$910K +19,740 +1%
PAG
43
Private Advisor Group
New Jersey
$68.9M +$3.24M +70,345 +5%
FWP
44
Falcon Wealth Planning
California
$68.7M +$6.96M +150,902 +11%
PGFC
45
Peapack-Gladstone Financial Corp
New Jersey
$66.6M +$15.4M +333,490 +30%
HIP
46
HUB Investment Partners
Texas
$62M +$5.63M +122,002 +10%
CIA
47
Concurrent Investment Advisors
Florida
$60.4M +$45.9M +994,949 +302%
AF
48
Allworth Financial
California
$59.8M +$5.56M +120,652 +10%
RCAG
49
Rehmann Capital Advisory Group
Michigan
$59.1M +$4.61M +99,972 +8%
NA
50
NewEdge Advisors
Louisiana
$58.3M +$2.5M +54,232 +4%