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Fidelity Total Bond ETF

259 hedge funds and large institutions have $3.29B invested in Fidelity Total Bond ETF in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 18 closing their positions.

Holders
259
Holders Change
+42
Holders Change %
+19.35%
% of All Funds
4.18%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.5%
New
64
Increased
102
Reduced
77
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MSWM
26
McGlone Suttner Wealth Management
Wisconsin
$20M 444,931 +444,931 New
CAM
27
CPA Asset Management
Florida
$20M 444,268 +444,268 New
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$19M 422,957 +143,949 +52%
NL
29
Navalign LLC
California
$17.1M 380,708 +21,122 +6%
AWM
30
Axxcess Wealth Management
California
$16.2M 359,915 +343,422 +2,082%
PCM
31
Presidio Capital Management
California
$16.2M 359,915 +359,915 New
Morgan Stanley
32
Morgan Stanley
New York
$15.6M 345,986 -50,154 -13%
GC
33
Gratus Capital
Georgia
$15.3M 338,840 -5,724 -2%
MSFS
34
Main Street Financial Solutions
Pennsylvania
$14.6M 325,399 +1,655 +0.5%
NRI
35
NFP Retirement Inc
California
$13.5M 299,837 +19,170 +7%
BBNB
36
Baker Boyer National Bank
Washington
$12.4M 274,762 +9,104 +3%
AL
37
Aspiriant LLC
California
$12.3M 272,670 +33,219 +14%
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$12.3M 272,502 +38,649 +17%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$12.3M 265,187 -102,194 -28%
AWA
40
Amplius Wealth Advisors
Pennsylvania
$11.6M 258,054 +258,054 New
AAS
41
Ameritas Advisory Services
Nebraska
$11.6M 256,832 +15,381 +6%
VNA
42
Valley National Advisers
Pennsylvania
$11.3M 245,667 +167,627 +215%
LW
43
Linscomb Wealth
Texas
$11.1M 245,847 +26,885 +12%
RT
44
Rockland Trust
Massachusetts
$10.9M 241,518 +52,498 +28%
HighTower Advisors
45
HighTower Advisors
Illinois
$10.3M 228,387 +5,261 +2%
CFD
46
Creative Financial Designs
Indiana
$10.2M 225,957 -5,800 -3%
GPWA
47
Great Point Wealth Advisors
Massachusetts
$9.75M 216,632 -4,941 -2%
Creative Planning
48
Creative Planning
Kansas
$9.64M 213,910 +204,386 +2,146%
AWS
49
Atria Wealth Solutions
New York
$9.64M 213,793 +124,409 +139%
DAS
50
Dynamic Advisor Solutions
Arizona
$9.63M 213,997 +95,902 +81%