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Fidelity Total Bond ETF

653 hedge funds and large institutions have $17.4B invested in Fidelity Total Bond ETF in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 403 increasing their positions, 139 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $2.38M | Put options by funds: $462K

190% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 139

116% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 32

9% more capital invested

Capital invested by funds: $16B → $17.4B (+$1.45B)

9% more funds holding in top 10

Funds holding in top 10: 135147 (+12)

5% more funds holding

Funds holding: 623653 (+30)

0.69% less ownership

Funds ownership: 85.46%84.77% (-0.69%)

Holders
653
Holders Change
+30
Holders Change %
+4.82%
% of All Funds
8.57%
Holding in Top 10
147
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+8.89%
% of All Funds
1.93%
New
69
Increased
403
Reduced
139
Closed
32
Calls
$2.38M
Puts
$462K
Net Calls
+$1.92M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
TruWealth Advisors
Louisiana
$124M +$27.8M +606,287 +29%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$121M +$21M +458,305 +21%
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$120M +$6.13M +133,603 +5%
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$106M +$9.31M +202,815 +10%
MWM
30
Modern Wealth Management
Kansas
$100M +$35.1M +764,134 +54%
MCWS
31
McKinley Carter Wealth Services
West Virginia
$97.7M +$5.28M +115,073 +6%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$96.8M +$6.13M +133,446 +7%
SFS
33
Summit Financial Strategies
Ohio
$92.7M +$2.62M +57,045 +3%
MML Investors Services
34
MML Investors Services
Massachusetts
$90.7M +$10.2M +221,590 +13%
HighTower Advisors
35
HighTower Advisors
Illinois
$84.8M +$3.21M +69,853 +4%
Wells Fargo
36
Wells Fargo
California
$79.5M +$4.14M +90,146 +6%
OWA
37
Octavia Wealth Advisors
Ohio
$72.5M +$4.65M +101,339 +7%
VFA
38
Valeo Financial Advisors
Indiana
$71.3M +$8M +174,314 +12%
PAG
39
Private Advisor Group
New Jersey
$68.7M +$9M +195,910 +15%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$67.5M +$2.51M +54,693 +4%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$66.5M +$5.2M +113,343 +9%
FWP
42
Falcon Wealth Planning
California
$58.8M +$3.64M +79,365 +7%
IWC
43
Integrated Wealth Concepts
Massachusetts
$56.4M -$1.5M -32,691 -3%
HIP
44
HUB Investment Partners
Texas
$55.1M +$1.91M +41,659 +4%
ACA
45
Aptus Capital Advisors
Alabama
$54.8M +$2.59M +56,513 +5%
Creative Planning
46
Creative Planning
Kansas
$53.7M -$24.1M -523,963 -31%
NA
47
NewEdge Advisors
Louisiana
$50.6M +$18.3M +398,177 +57%
SFG
48
Sunburst Financial Group
Alabama
$50M +$878K +19,120 +2%
PIN
49
Prudent Investors Network
California
$49.6M +$5.72M +124,595 +13%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$48.6M +$4.75M +103,479 +11%