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Fidelity Total Bond ETF

148 hedge funds and large institutions have $750M invested in Fidelity Total Bond ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+21
Holders Change %
+16.54%
% of All Funds
2.63%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
27
Increased
84
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
26
Soltis Investment Advisors
Utah
$5.66M -$132K -2,440 -2%
IWP
27
Insight Wealth Partners
Texas
$5.62M +$3.35M +61,827 +148%
MWM
28
Minot Wealth Management
Massachusetts
$5.42M +$924K +17,035 +21%
PAG
29
Private Advisor Group
New Jersey
$5.32M +$205K +3,787 +4%
SPA
30
Sentinel Pension Advisors
Massachusetts
$5.32M +$425K +7,828 +9%
CP
31
Capital Planning
Washington
$4.98M +$4.98M +91,734 New
IWA
32
IBEX Wealth Advisors
New Jersey
$4.78M -$229K -4,214 -5%
Morgan Stanley
33
Morgan Stanley
New York
$4.63M -$309K -5,689 -6%
HA
34
HYA Advisors
Missouri
$4.48M +$243K +4,477 +6%
CRCM
35
Corbett Road Capital Management
Virginia
$4.38M +$4.38M +80,775 New
ASN
36
Advisory Services Network
Georgia
$4.36M +$231K +4,263 +6%
Renaissance Technologies
37
Renaissance Technologies
New York
$4.35M +$2.67M +49,304 +160%
NRI
38
NFP Retirement Inc
California
$4.27M +$890K +16,404 +26%
CWMU
39
Caliber Wealth Management (Utah)
Utah
$4.18M +$4.18M +77,050 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.94M -$602K -11,091 -13%
Jane Street
41
Jane Street
New York
$3.89M +$1.13M +20,773 +41%
ST
42
Spinnaker Trust
Maine
$3.83M -$33.3K -614 -0.9%
OWM
43
Opes Wealth Management
California
$3.47M +$362K +6,680 +12%
CWA
44
Core Wealth Advisors
Florida
$3.38M -$355K -6,541 -10%
AA
45
Ancora Advisors
Ohio
$3.15M +$1.09M +20,120 +53%
SXL
46
Summit X LLC
Missouri
$2.98M +$2.95M +54,270 +10,747%
SPC
47
Sigma Planning Corp
Michigan
$2.9M +$312K +5,749 +12%
WA
48
WBH Advisory
Maryland
$2.86M +$1.59M +29,411 +124%
IF
49
IRON Financial
Illinois
$2.67M +$1.14M +20,920 +74%
ACG
50
Allen Capital Group
Nebraska
$2.6M +$388K +7,143 +18%