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Fidelity Total Bond ETF

221 hedge funds and large institutions have $1.56B invested in Fidelity Total Bond ETF in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
3.5%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.41%
New
37
Increased
90
Reduced
82
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
51
Flagship Harbor Advisors
Massachusetts
$6.91M +$1.46M +29,426 +27%
BEAM
52
Baker Ellis Asset Management
Washington
$6.37M +$363K +7,289 +6%
IWP
53
Insight Wealth Partners
Texas
$6.27M -$4.32M -86,837 -41%
SC
54
Steph & Co
Wisconsin
$6.27M +$3.23M +64,854 +106%
AFG
55
Allegheny Financial Group
Pennsylvania
$5.93M -$242K -4,857 -4%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$5.91M +$327K +6,580 +6%
HA
57
Hofer & Associates
California
$5.69M +$546K +10,973 +11%
PAG
58
Private Advisor Group
New Jersey
$5.55M +$290K +5,824 +6%
CAN
59
Cetera Advisor Networks
California
$5.05M +$5.05M +101,553 New
WFA
60
Wipfli Financial Advisors
Wisconsin
$5.04M +$4.47M +89,780 +781%
OWM
61
Opes Wealth Management
California
$5.02M +$25.4K +510 +0.5%
SIA
62
Soltis Investment Advisors
Utah
$4.95M -$343K -6,901 -6%
TWC
63
TD Waterhouse Canada
Ontario, Canada
$4.8M +$44K +863 +0.9%
LWMNY
64
Landmark Wealth Management (New York)
New York
$4.76M +$2.39M +94,259 +101%
ASN
65
Advisory Services Network
Georgia
$4.57M -$203K -4,086 -4%
BPA
66
Beacon Pointe Advisors
California
$4.32M +$4.32M +86,877 New
ST
67
Spinnaker Trust
Maine
$4.22M +$425K +8,536 +11%
HIS
68
Horizon Investment Services
Indiana
$4.19M +$4.19M +84,222 New
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$4.13M +$4.04M +81,089 +4,106%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$4.02M -$4.62M -92,628 -53%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$4.02M -$2.73M -54,903 -40%
ACG
72
Allen Capital Group
Nebraska
$3.95M +$1.09M +21,842 +38%
HA
73
HYA Advisors
Missouri
$3.46M -$167K -3,356 -5%
SPC
74
Sigma Planning Corp
Michigan
$3.41M -$821K -16,489 -19%
IF
75
IRON Financial
Illinois
$3.34M -$173K -3,471 -5%