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Fidelity Total Bond ETF

100 hedge funds and large institutions have $391M invested in Fidelity Total Bond ETF in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+24
Holders Change %
+31.58%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
33
Increased
40
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
51
IFP Advisors
Florida
$886K +$142K +2,744 +19%
KOMWMG
52
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$869K +$869K +16,804 New
Bank of New York Mellon
53
Bank of New York Mellon
New York
$856K +$856K +16,546 New
SWA
54
Stratos Wealth Advisors
Ohio
$828K +$137K +2,645 +20%
ACG
55
Allen Capital Group
Nebraska
$798K +$798K +15,431 New
BAC
56
Boys Arnold & Co
North Carolina
$730K +$18.9K +365 +3%
SPA
57
Sentinel Pension Advisors
Massachusetts
$699K +$699K +13,505 New
SFS
58
Sowell Financial Services
Arkansas
$681K +$47.4K +916 +7%
CPIA
59
Cornell Pochily Investment Advisors
New York
$650K +$64.2K +1,242 +11%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$552K
CFG
61
Cooper Financial Group
California
$460K -$4.4K -85 -0.9%
MML Investors Services
62
MML Investors Services
Massachusetts
$454K -$805K -15,560 -64%
AA
63
Ancora Advisors
Ohio
$412K -$138K -2,669 -25%
AWM
64
AE Wealth Management
Kansas
$393K +$61.1K +1,181 +18%
JWCA
65
J.W. Cole Advisors
Florida
$327K +$327K +6,324 New
PIA
66
Powell Investment Advisors
Florida
$320K +$320K +6,170 New
OMC
67
Overbrook Management Corp
New York
$311K +$311K +6,009 New
Stifel Financial
68
Stifel Financial
Missouri
$288K -$435K -8,450 -60%
CWM
69
CCG Wealth Management
California
$287K
Jane Street
70
Jane Street
New York
$226K -$2.93M -56,658 -93%
CIR
71
Clear Investment Research
Georgia
$218K -$24.8K -480 -10%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$217K
GIP
73
Greatmark Investment Partners
Georgia
$215K
WEC
74
Winslow Evans & Crocker
Massachusetts
$206K +$35K +670 +20%
SHIM
75
Stone House Investment Management
Pennsylvania
$206K +$206K +3,979 New