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Fidelity Total Bond ETF

750 hedge funds and large institutions have $20.9B invested in Fidelity Total Bond ETF in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 450 increasing their positions, 170 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 170

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

6% more funds holding in top 10

Funds holding in top 10: 166176 (+10)

3% more funds holding

Funds holding: 726750 (+24)

2.07% less ownership

Funds ownership: 85.74%83.67% (-2.1%)

8% less capital invested

Capital invested by funds: $22.6B → $20.9B (-$1.69B)

Holders
750
Holders Change
+24
Holders Change %
+3.31%
% of All Funds
9.24%
Holding in Top 10
176
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+6.02%
% of All Funds
2.17%
New
77
Increased
450
Reduced
170
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Horizon Investments
North Carolina
$57.9M +$32M +692,833 +119%
RA
52
RFG Advisory
Alabama
$57.7M -$6.27M -135,998 -10%
ACA
53
Aptus Capital Advisors
Alabama
$57.2M +$1.75M +37,887 +3%
IWC
54
Integrated Wealth Concepts
Massachusetts
$56.6M +$5.38M +116,755 +10%
AWA
55
Arkadios Wealth Advisors
Georgia
$55.8M +$10.1M +218,020 +22%
UWPG
56
Ullmann Wealth Partners Group
Florida
$53.9M +$19.6M +425,002 +56%
TWP
57
Triad Wealth Partners
Kansas
$53.1M +$9.22M +199,845 +21%
SFG
58
Sunburst Financial Group
Alabama
$52.3M +$1.68M +36,355 +3%
HNB
59
Huntington National Bank
Ohio
$51.5M +$663K +14,387 New
HG
60
Harbor Group
New Hampshire
$49.8M +$2.8M +60,625 +6%
MSWM
61
McGlone Suttner Wealth Management
Wisconsin
$48.7M +$2.34M +50,721 +5%
NL
62
Navalign LLC
California
$47M +$1.82M +39,507 +4%
DA
63
Drake & Associates
Wisconsin
$46.6M +$4.7M +101,836 +11%
OFP
64
OLIO Financial Planning
Virginia
$46.5M +$1.96M +42,465 +4%
CA
65
Crane Advisory
California
$46.4M +$57.3K +1,242 +0.1%
DAS
66
Dynamic Advisor Solutions
Arizona
$44.2M +$1.69M +36,604 +4%
SHFA
67
Sherrill & Hutchins Financial Advisory
Georgia
$41.3M +$409K +8,868 +1%
BFG
68
Bleakley Financial Group
New Jersey
$41.2M +$1.24M +26,898 +3%
WAM
69
Weatherly Asset Management
California
$41.1M +$734K +15,924 +2%
WFA
70
WestHill Financial Advisors
California
$40.8M +$2.63M +56,989 +7%
CCWM
71
Correct Capital Wealth Management
Missouri
$39.8M +$720K +15,617 +2%
SWM
72
Shakespeare Wealth Management
Wisconsin
$39.7M +$4.76M +103,185 +13%
SPWG
73
Syntegra Private Wealth Group
Missouri
$38.5M +$39M +844,698 New
LWA
74
Lineweaver Wealth Advisors
Ohio
$38.5M +$2.17M +46,976 +6%
BCM
75
Brookstone Capital Management
Illinois
$38.1M +$1.36M +29,514 +4%