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Fidelity Total Bond ETF

221 hedge funds and large institutions have $1.56B invested in Fidelity Total Bond ETF in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
3.5%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.41%
New
37
Increased
90
Reduced
82
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
26
CMH Wealth Management
New Hampshire
$17.6M -$396K -7,955 -2%
CFD
27
Creative Financial Designs
Indiana
$15.1M +$3.33M +66,964 +28%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$14.6M +$1.99M +39,960 +16%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$14M -$7.91M -159,008 -36%
GPWA
30
Great Point Wealth Advisors
Massachusetts
$13.5M +$13.5M +270,335 New
LPL Financial
31
LPL Financial
California
$13.1M +$679K +13,644 +5%
NRI
32
NFP Retirement Inc
California
$12.9M +$1.19M +23,945 +10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
33
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.4M +$12.4M +250,000 New
PAI
34
Pittenger & Anderson Inc
Nebraska
$12M -$2.01M -40,416 -14%
SPA
35
Sentinel Pension Advisors
Massachusetts
$11.8M +$162K +3,258 +1%
MGWM
36
Marks Group Wealth Management
Minnesota
$10.4M +$616K +12,374 +6%
FPOC
37
Financial Planners of Cleveland
Ohio
$10.1M +$9.48M +190,448 +1,650%
AAS
38
Ameritas Advisory Services
Nebraska
$9.88M +$1.51M +30,242 +18%
HI
39
Horizon Investments
North Carolina
$9.78M +$9.78M +196,925 New
WA
40
WBH Advisory
Maryland
$9.6M +$659K +13,711 +7%
FFS
41
Founders Financial Securities
Maryland
$9.28M +$9.28M +186,521 New
IDA
42
Intelligence Driven Advisers
California
$9.04M +$9.04M +184,145 New
KAS
43
Kestra Advisory Services
Texas
$9.01M -$7.76M -155,992 -46%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$8.7M +$8.7M +174,822 New
RJA
45
Raymond James & Associates
Florida
$8.18M +$1.68M +33,751 +26%
SXL
46
Summit X LLC
Missouri
$7.85M +$786K +15,787 +11%
WMR
47
Wealth Management Resources
Rhode Island
$7.75M +$148K +2,979 +2%
RPGK
48
Retirement Planning Group (Kansas)
Kansas
$7.35M +$7.35M +147,764 New
LW
49
Linscomb Wealth
Texas
$7.35M +$5.69M +114,302 +343%
BBNB
50
Baker Boyer National Bank
Washington
$6.99M -$829K -16,656 -11%