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Fidelity Total Bond ETF

66 hedge funds and large institutions have $293M invested in Fidelity Total Bond ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
12
Increased
22
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WEC
51
Winslow Evans & Crocker
Massachusetts
$98K +$65.8K +1,310 +205%
PB
52
Pinnacle Bancorp
Nebraska
$87K -$15.8K -316 -15%
Wells Fargo
53
Wells Fargo
California
$44K
LPWM
54
Lake Point Wealth Management
Texas
$41K -$1.7M -33,388 -98%
SMFS
55
Squar Milner Financial Services
California
$39K
IF
56
Ironwood Financial
Arizona
$32K
NFG
57
Next Financial Group
Texas
$18K
NFH
58
NEXT Financial Holdings
Texas
$18K +$18K +353 New
GWA
59
Guidant Wealth Advisors
Illinois
$14K +$14K +271 New
CFD
60
Creative Financial Designs
Indiana
$11K -$116K -2,295 -91%
LWM
61
Liberty Wealth Management
California
$10K +$95 +2 +1%
QCIG
62
Quad-Cities Investment Group
Iowa
$7K
MIM
63
Macroview Investment Management
Maryland
$5K
AIC
64
Archer Investment Corporation
Indiana
$5K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$3K -$15.4K -333 -84%
US Bancorp
66
US Bancorp
Minnesota
$1K
SWM
67
Shakespeare Wealth Management
Wisconsin
-$10.4M -214,468 Closed
BAAM
68
Baker Avenue Asset Management
California
-$3.94M -81,100 Closed
JIP
69
Jaffetilchin Investment Partners
Florida
-$722K -14,877 Closed
TSS
70
Two Sigma Securities
New York
-$253K -5,222 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
-$236K -4,853 Closed
PO
72
Private Ocean
California
-$181K -3,736 Closed
AIM
73
Advantage Investment Management
Iowa
-$17K -354 Closed
JA
74
JOYN Advisors
Georgia
-$3K -65 Closed