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Fidelity Total Bond ETF

174 hedge funds and large institutions have $1.05B invested in Fidelity Total Bond ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
3.04%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
25
Increased
85
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ST
51
Spinnaker Trust
Maine
$3.76M +$184K +3,447 +5%
NA
52
NewEdge Advisors
Louisiana
$3.32M +$879K +16,483 +36%
AA
53
Ancora Advisors
Ohio
$3.23M -$42.9K -804 -1%
SC
54
Steph & Co
Wisconsin
$3.15M +$418K +7,832 +15%
MA
55
Mutual Advisors
Nebraska
$2.86M -$1.96M -36,816 -41%
CG
56
Colony Group
Massachusetts
$2.82M +$651K +12,209 +30%
VWA
57
Visionary Wealth Advisors
Illinois
$2.78M +$2.78M +52,208 New
AA
58
Argent Advisors
Louisiana
$2.71M +$57.7K +1,082 +2%
Citadel Advisors
59
Citadel Advisors
Florida
$2.7M -$23.9M -448,371 -90%
ACG
60
Allen Capital Group
Nebraska
$2.68M +$210K +3,937 +8%
SW
61
SlateStone Wealth
Florida
$2.6M -$52.6K -987 -2%
AL
62
Aspiriant LLC
California
$2.52M +$20.8K +390 +0.8%
PCS
63
Personal CFO Solutions
New Jersey
$2.46M +$161K +3,022 +7%
HCM
64
Howard Capital Management
Georgia
$2.37M +$1.06M +19,914 +80%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$2.26M -$17.6K -330 -0.8%
FUBT
66
First United Bank & Trust
Maryland
$2.24M -$194K -3,633 -8%
CP
67
Capital Planning
Washington
$2.15M -$2.81M -52,518 -57%
AF
68
Apexium Financial
Texas
$2.12M -$33.6K -628 -2%
DAS
69
Dynamic Advisor Solutions
Arizona
$2.05M +$166K +3,103 +9%
GIA
70
Gladstone Institutional Advisory
Florida
$2.01M +$191K +3,586 +11%
CWM
71
Comprehensive Wealth Management
Washington
$2M +$690K +12,936 +52%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1.98M -$50.3K -944 -2%
RJA
73
Raymond James & Associates
Florida
$1.91M +$122K +2,280 +7%
TCM
74
Traynor Capital Management
Pennsylvania
$1.86M +$422K +7,897 +29%
KWMG
75
King Wealth Management Group
Florida
$1.79M +$41.7K +782 +2%