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Fidelity Total Bond ETF

175 hedge funds and large institutions have $1.06B invested in Fidelity Total Bond ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
3.07%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
22
Increased
99
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
51
Minot Wealth Management
Massachusetts
$3.6M -$870K -16,375 -19%
AA
52
Argent Advisors
Louisiana
$3.48M +$780K +14,683 +29%
SC
53
Steph & Co
Wisconsin
$3.26M +$117K +2,211 +4%
MML Investors Services
54
MML Investors Services
Massachusetts
$2.91M -$1.21M -22,737 -29%
CG
55
Colony Group
Massachusetts
$2.84M +$27.5K +518 +1%
VWA
56
Visionary Wealth Advisors
Illinois
$2.84M +$61.5K +1,157 +2%
SW
57
SlateStone Wealth
Florida
$2.83M +$233K +4,393 +9%
EFS
58
Essex Financial Services
Connecticut
$2.74M +$1.33M +25,016 +94%
ACG
59
Allen Capital Group
Nebraska
$2.73M +$61.3K +1,154 +2%
AL
60
Aspiriant LLC
California
$2.6M +$88.1K +1,659 +4%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$2.48M +$2.48M +46,758 New
PCS
62
Personal CFO Solutions
New Jersey
$2.45M +$4.78K +90 +0.2%
FUBT
63
First United Bank & Trust
Maryland
$2.41M +$186K +3,502 +8%
TFS
64
Thoroughbred Financial Services
Tennessee
$2.36M +$1.45M +27,336 +160%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$2.34M +$362K +6,819 +18%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$2.21M -$47.6K -895 -2%
CWM
67
Comprehensive Wealth Management
Washington
$2.2M +$207K +3,896 +10%
CP
68
Capital Planning
Washington
$2.17M +$25.1K +472 +1%
GIA
69
Gladstone Institutional Advisory
Florida
$2.17M +$170K +3,208 +9%
DAS
70
Dynamic Advisor Solutions
Arizona
$2.17M +$120K +2,258 +6%
AF
71
Apexium Financial
Texas
$2.04M -$71.4K -1,342 -3%
KWMG
72
King Wealth Management Group
Florida
$1.93M +$146K +2,741 +8%
LCC
73
Lincoln Capital Corp
Rhode Island
$1.89M +$1.89M +35,575 New
ACA
74
Anchor Capital Advisors
Massachusetts
$1.81M +$153K +2,875 +9%
CRCM
75
Corbett Road Capital Management
Virginia
$1.76M +$10.8K +204 +0.6%