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Fidelity Total Bond ETF

127 hedge funds and large institutions have $619M invested in Fidelity Total Bond ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
2.57%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
20
Increased
69
Reduced
19
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FUBT
51
First United Bank & Trust
Maryland
$1.64M +$307K +5,611 +23%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.64M +$442K +8,091 +37%
KOMWMG
53
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.62M +$471K +8,615 +41%
IF
54
IRON Financial
Illinois
$1.55M +$912K +16,680 +144%
AL
55
Aspiriant LLC
California
$1.47M +$1.47M +26,961 New
RJA
56
Raymond James & Associates
Florida
$1.46M +$226K +4,131 +18%
TCM
57
Traynor Capital Management
Pennsylvania
$1.44M +$226K +4,134 +19%
OPS
58
Orion Portfolio Solutions
Nebraska
$1.42M +$484K +8,854 +51%
SWA
59
Stratos Wealth Advisors
Ohio
$1.34M +$65.3K +1,195 +5%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$1.33M +$169K +3,088 +15%
WA
61
WBH Advisory
Maryland
$1.29M +$881K +16,132 +215%
HCM
62
Howard Capital Management
Georgia
$1.26M +$197K +3,613 +19%
HAS
63
HBW Advisory Services
California
$1.17M +$241K +4,416 +26%
CPIA
64
Cornell Pochily Investment Advisors
New York
$1.11M +$190K +3,477 +21%
ANTB
65
AMG National Trust Bank
Colorado
$988K +$110K +2,010 +13%
IA
66
IFP Advisors
Florida
$982K +$5.63K +103 +0.6%
SFS
67
Sowell Financial Services
Arkansas
$898K +$81K +1,483 +10%
WCG
68
Weaver Consulting Group
California
$774K +$1.97K +36 +0.3%
PJSIMP
69
P.J. Schmidt Investment Management (PJS)
Wisconsin
$770K +$770K +14,082 New
MA
70
Mutual Advisors
Nebraska
$754K +$202K +3,697 +37%
ACA
71
Anchor Capital Advisors
Massachusetts
$748K +$128K +2,340 +21%
APW
72
Aurora Private Wealth
New Jersey
$631K +$37.2K +680 +6%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$599K +$15.4K +280 +3%
WEC
74
Winslow Evans & Crocker
Massachusetts
$589K +$290K +5,315 +97%
MAG
75
Mayfair Advisory Group
Alabama
$585K +$155K +2,840 +36%