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Fidelity Total Bond ETF

174 hedge funds and large institutions have $1.05B invested in Fidelity Total Bond ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
3.04%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
25
Increased
85
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MGWM
26
Marks Group Wealth Management
Minnesota
$9.8M +$911K +17,084 +10%
Jane Street
27
Jane Street
New York
$9.79M +$9.79M +183,627 New
IWP
28
Insight Wealth Partners
Texas
$9.74M +$463K +8,682 +5%
Barclays
29
Barclays
United Kingdom
$9.05M -$826K -15,498 -8%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$8.8M +$1.58M +29,717 +22%
CFD
31
Creative Financial Designs
Indiana
$7.02M +$296K +5,554 +4%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$6.79M -$785K -14,721 -10%
BBNB
33
Baker Boyer National Bank
Washington
$6.13M +$6.13M +131,754 New
AFG
34
Allegheny Financial Group
Pennsylvania
$6.1M +$1.14M +21,412 +23%
SXL
35
Summit X LLC
Missouri
$5.95M +$751K +14,113 +14%
SIA
36
Soltis Investment Advisors
Utah
$5.69M -$71.5K -1,340 -1%
PAG
37
Private Advisor Group
New Jersey
$5.6M +$574K +10,771 +11%
BRWA
38
B. Riley Wealth Advisors
Florida
$5.52M -$1.91M -35,898 -26%
WA
39
WBH Advisory
Maryland
$5.39M +$855K +15,921 +19%
AIC
40
Ameritas Investment Company
Nebraska
$5.09M -$92.5M -62,349 -95%
IF
41
IRON Financial
Illinois
$5.03M +$1.02M +19,162 +26%
ASN
42
Advisory Services Network
Georgia
$4.83M +$248K +4,659 +5%
MWM
43
Minot Wealth Management
Massachusetts
$4.49M -$1.1M -20,590 -20%
HA
44
HYA Advisors
Missouri
$4.34M -$104K -1,942 -2%
MML Investors Services
45
MML Investors Services
Massachusetts
$4.13M +$1.08M +20,198 +35%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$4.13M -$140K -2,619 -3%
IWA
47
IBEX Wealth Advisors
New Jersey
$4.04M -$492K -9,226 -11%
SPC
48
Sigma Planning Corp
Michigan
$4.02M +$359K +6,723 +10%
OWM
49
Opes Wealth Management
California
$3.98M +$137K +2,576 +4%
BEAM
50
Baker Ellis Asset Management
Washington
$3.77M +$1.62M +30,385 +76%