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Fidelity Total Bond ETF

221 hedge funds and large institutions have $1.4B invested in Fidelity Total Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
Holders Change %
0%
% of All Funds
3.74%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.37%
New
31
Increased
73
Reduced
103
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RPGK
26
Retirement Planning Group (Kansas)
Kansas
$13M +$6.11M +131,324 +89%
LPL Financial
27
LPL Financial
California
$12.8M +$499K +10,722 +4%
NRI
28
NFP Retirement Inc
California
$11.6M -$484K -10,399 -4%
HighTower Advisors
29
HighTower Advisors
Illinois
$11.4M -$8.19M -175,835 -42%
CFD
30
Creative Financial Designs
Indiana
$10.6M -$3.48M -74,787 -25%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$10.5M +$6.79M +145,859 +181%
AAS
32
Ameritas Advisory Services
Nebraska
$10.5M +$1.3M +27,875 +14%
SPA
33
Sentinel Pension Advisors
Massachusetts
$9.81M -$1.26M -27,093 -11%
WA
34
WBH Advisory
Maryland
$9.75M +$434K +9,309 +5%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$9.6M +$1.46M +31,422 +18%
MGWM
36
Marks Group Wealth Management
Minnesota
$9.51M -$181K -3,891 -2%
LW
37
Linscomb Wealth
Texas
$9.36M +$2.49M +53,618 +36%
PAI
38
Pittenger & Anderson Inc
Nebraska
$8.89M -$2.35M -50,500 -21%
GPWA
39
Great Point Wealth Advisors
Massachusetts
$7.92M -$4.66M -100,068 -37%
RJA
40
Raymond James & Associates
Florida
$7.87M +$223K +4,782 +3%
KAS
41
Kestra Advisory Services
Texas
$7.61M -$821K -17,637 -10%
RT
42
Rockland Trust
Massachusetts
$7.4M +$7.4M +159,031 New
BEAM
43
Baker Ellis Asset Management
Washington
$7.39M +$1.44M +30,888 +24%
SXL
44
Summit X LLC
Missouri
$7.3M -$37K -794 -0.5%
IDA
45
Intelligence Driven Advisers
California
$6.95M -$1.67M -35,593 -19%
CG
46
CFO4Life Group
Texas
$6.77M +$6.77M +144,698 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$6.66M -$6.95M -149,371 -51%
FFS
48
Founders Financial Securities
Maryland
$6.64M -$2.04M -43,794 -23%
HI
49
Horizon Investments
North Carolina
$6.63M -$2.51M -54,174 -28%
WMR
50
Wealth Management Resources
Rhode Island
$6.41M -$832K -17,876 -11%