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Fidelity Total Bond ETF

111 hedge funds and large institutions have $497M invested in Fidelity Total Bond ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+11
Holders Change %
+11%
% of All Funds
2.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
27
Increased
38
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HA
26
HYA Advisors
Missouri
$3.17M +$600K +11,596 +23%
MWM
27
Minot Wealth Management
Massachusetts
$2.81M +$137K +2,640 +5%
CG
28
Colony Group
Massachusetts
$2.65M +$91.1K +1,760 +4%
SFS
29
Sowell Financial Services
Arkansas
$2.57M +$1.88M +36,423 +277%
SPA
30
Sentinel Pension Advisors
Massachusetts
$2.48M +$1.78M +34,356 +254%
OWM
31
Opes Wealth Management
California
$2.24M +$2.24M +43,339 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$2.21M -$155K -3,001 -7%
Morgan Stanley
33
Morgan Stanley
New York
$2.15M -$186K -3,588 -8%
SPC
34
Sigma Planning Corp
Michigan
$2.1M +$362K +6,991 +21%
AF
35
Apexium Financial
Texas
$1.98M +$1.98M +38,316 New
Mariner
36
Mariner
Kansas
$1.88M -$574K -11,099 -23%
ACG
37
Allen Capital Group
Nebraska
$1.71M +$912K +17,629 +114%
PAI
38
Pittenger & Anderson Inc
Nebraska
$1.55M +$388K +7,502 +33%
GIA
39
Gladstone Institutional Advisory
Florida
$1.53M +$112K +2,164 +8%
KWMG
40
King Wealth Management Group
Florida
$1.44M +$324K +6,264 +29%
NRI
41
NFP Retirement Inc
California
$1.32M -$30.2K -584 -2%
AA
42
Ancora Advisors
Ohio
$1.23M +$820K +15,854 +199%
NA
43
NewEdge Advisors
Louisiana
$1.18M +$1.18M +22,696 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.17M +$1.17M +22,669 New
DWM
45
Darwin Wealth Management
Florida
$1.12M +$154K +3,033 +16%
SC
46
Steph & Co
Wisconsin
$1.12M -$618K -11,936 -36%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.12M -$2.79K -54 -0.2%
TCM
48
Traynor Capital Management
Pennsylvania
$1.11M -$165K -3,183 -13%
FUBT
49
First United Bank & Trust
Maryland
$1.11M +$162K +3,123 +17%
SWA
50
Stratos Wealth Advisors
Ohio
$1.1M +$273K +5,266 +33%