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Fidelity Total Bond ETF

164 hedge funds and large institutions have $928M invested in Fidelity Total Bond ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+16
Holders Change %
+10.81%
% of All Funds
2.89%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
28
Increased
80
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$9.02M +$4.55M +86,830 +102%
MGWM
27
Marks Group Wealth Management
Minnesota
$8.73M +$1.29M +24,694 +17%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$7.45M +$1.07M +20,494 +17%
BRWA
29
B. Riley Wealth Advisors
Florida
$7.31M +$7.31M +139,465 New
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$7.09M -$7.43M -141,758 -51%
HAS
31
HBW Advisory Services
California
$6.77M +$1.01M +19,182 +17%
CFD
32
Creative Financial Designs
Indiana
$6.6M -$287K -5,471 -4%
SIA
33
Soltis Investment Advisors
Utah
$5.66M +$190K +3,627 +3%
MWM
34
Minot Wealth Management
Massachusetts
$5.49M +$248K +4,730 +5%
NRI
35
NFP Retirement Inc
California
$5.13M +$1M +19,119 +24%
SXL
36
Summit X LLC
Missouri
$5.12M +$2.25M +42,785 +78%
PAG
37
Private Advisor Group
New Jersey
$4.94M -$199K -3,805 -4%
AFG
38
Allegheny Financial Group
Pennsylvania
$4.87M +$2.85M +54,422 +141%
CP
39
Capital Planning
Washington
$4.87M +$57.2K +1,090 +1%
MA
40
Mutual Advisors
Nebraska
$4.74M +$3.89M +74,141 +456%
ASN
41
Advisory Services Network
Georgia
$4.5M +$290K +5,526 +7%
IWA
42
IBEX Wealth Advisors
New Jersey
$4.45M -$171K -3,262 -4%
WA
43
WBH Advisory
Maryland
$4.43M +$1.64M +31,385 +59%
HA
44
HYA Advisors
Missouri
$4.36M +$36.4K +694 +0.8%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$4.19M +$383K +7,309 +10%
CWMU
46
Caliber Wealth Management (Utah)
Utah
$4.07M +$26.8K +512 +0.7%
IF
47
IRON Financial
Illinois
$3.94M +$1.36M +25,929 +53%
OWM
48
Opes Wealth Management
California
$3.77M +$419K +7,989 +12%
KOMWMG
49
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.68M +$2.22M +42,371 +153%
SPC
50
Sigma Planning Corp
Michigan
$3.59M +$795K +15,175 +28%