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Fidelity Total Bond ETF

148 hedge funds and large institutions have $750M invested in Fidelity Total Bond ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+21
Holders Change %
+16.54%
% of All Funds
2.63%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
27
Increased
84
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
51
Steph & Co
Wisconsin
$2.47M +$225K +4,154 +10%
OMC
52
Old Mission Capital
Illinois
$2.3M +$2.3M +42,444 New
FUBT
53
First United Bank & Trust
Maryland
$2.3M +$666K +12,274 +41%
CG
54
Colony Group
Massachusetts
$2.28M -$201K -3,701 -8%
MML Investors Services
55
MML Investors Services
Massachusetts
$2.24M +$614K +11,311 +38%
Mariner
56
Mariner
Kansas
$2.24M +$302K +5,559 +16%
AL
57
Aspiriant LLC
California
$2.22M +$760K +14,012 +52%
PCS
58
Personal CFO Solutions
New Jersey
$2.2M +$669K +12,332 +44%
AFG
59
Allegheny Financial Group
Pennsylvania
$2.09M +$2.09M +38,581 New
AF
60
Apexium Financial
Texas
$2.09M -$5.05K -93 -0.2%
NA
61
NewEdge Advisors
Louisiana
$1.92M +$93.7K +1,727 +5%
SW
62
SlateStone Wealth
Florida
$1.8M -$61.4K -1,131 -3%
TCM
63
Traynor Capital Management
Pennsylvania
$1.8M +$363K +6,700 +25%
GIA
64
Gladstone Institutional Advisory
Florida
$1.76M +$40.1K +739 +2%
KWMG
65
King Wealth Management Group
Florida
$1.75M +$68.3K +1,260 +4%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$1.58M +$257K +4,742 +19%
RJA
67
Raymond James & Associates
Florida
$1.54M +$91K +1,677 +6%
KOMWMG
68
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.51M -$104K -1,921 -6%
AA
69
Argent Advisors
Louisiana
$1.44M -$1.06M -19,512 -42%
OPS
70
Orion Portfolio Solutions
Nebraska
$1.43M +$11.7K +215 +0.8%
VFM
71
Vivid Financial Management
California
$1.41M +$1.41M +25,904 New
WEC
72
Winslow Evans & Crocker
Massachusetts
$1.36M +$775K +14,288 +133%
SWA
73
Stratos Wealth Advisors
Ohio
$1.31M -$16.5K -304 -1%
CPIA
74
Cornell Pochily Investment Advisors
New York
$1.21M +$107K +1,979 +10%
ANTB
75
AMG National Trust Bank
Colorado
$1.21M +$229K +4,225 +23%