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Fidelity Total Bond ETF

521 hedge funds and large institutions have $9.46B invested in Fidelity Total Bond ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 309 increasing their positions, 100 reducing their positions, and 20 closing their positions.

Holders
521
Holders Change
+48
Holders Change %
+10.15%
% of All Funds
7.54%
Holding in Top 10
111
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.63%
% of All Funds
1.61%
New
79
Increased
309
Reduced
100
Closed
20
Calls
$206K
Puts
$70K
Net Calls
+$136K
Net Calls Change
+$240K
Name Market Value Shares Shares
Change
Shares
Change %
SFS
26
Summit Financial Strategies
Ohio
$74.3M 1,590,011 +294,272 +23%
OWA
27
Octavia Wealth Advisors
Ohio
$64.8M 1,382,073 +89,533 +7%
RJA
28
Raymond James & Associates
Florida
$63.4M 1,357,174 +168,180 +14%
MCWS
29
McKinley Carter Wealth Services
West Virginia
$63.4M 1,355,457 +975,262 +257%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$59.5M 1,273,648 +272,917 +27%
DWM
31
Dynasty Wealth Management
Florida
$56.8M 1,214,475 +119,670 +11%
TA
32
TruWealth Advisors
Louisiana
$56.3M 1,203,539 +49,001 +4%
PCA
33
Pallas Capital Advisors
Massachusetts
$54.3M 1,184,782 +531,374 +81%
FWP
34
Falcon Wealth Planning
California
$50.8M 1,086,918 +63,239 +6%
CA
35
Crane Advisory
California
$50.4M 1,090,108 +1,090,108 New
FA
36
Fermata Advisors
California
$48.9M 1,046,658 +926,557 +771%
QWP
37
Quotient Wealth Partners
Texas
$47.9M 1,025,492 +39,729 +4%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$47.9M 1,024,445 +216,045 +27%
DAS
39
Dynamic Advisor Solutions
Arizona
$44.7M 956,513 +31,357 +3%
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$44M 940,971 +475,180 +102%
HIP
41
HUB Investment Partners
Texas
$42.7M 913,860 +89,981 +11%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$42M 899,501 +123,765 +16%
HG
43
Harbor Group
New Hampshire
$41.3M 883,319 +50,959 +6%
ACA
44
Aptus Capital Advisors
Alabama
$40.7M 871,158 +871,158 New
SFG
45
Sunburst Financial Group
Alabama
$40.7M 870,041 -10,319 -1%
SHFA
46
Sherrill & Hutchins Financial Advisory
Georgia
$37M 792,627 +9,842 +1%
CFD
47
Creative Financial Designs
Indiana
$35.3M 756,163 -10,406 -1%
Jane Street
48
Jane Street
New York
$35.2M 753,094 +323,939 +75%
EDRIA
49
Edmonds Duncan Registered Investment Advisors
Kansas
$34.7M 742,863 +45,742 +7%
SWA
50
Sax Wealth Advisors
New Jersey
$33.6M 718,840 +303,364 +73%