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Fidelity Total Bond ETF

610 hedge funds and large institutions have $15.7B invested in Fidelity Total Bond ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 331 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
8.28%
Holding in Top 10
144
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.5%
% of All Funds
1.96%
New
71
Increased
331
Reduced
169
Closed
44
Calls
$1.61M
Puts
$78K
Net Calls
+$1.53M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
MSWM
51
McGlone Suttner Wealth Management
Wisconsin
$42.5M +$1.63M +35,734 +4%
PIN
52
Prudent Investors Network
California
$41.5M +$41.5M +908,202 New
NL
53
Navalign LLC
California
$39.6M +$9.19M +201,396 +30%
SHFA
54
Sherrill & Hutchins Financial Advisory
Georgia
$39M +$1.4M +30,616 +4%
OFP
55
OLIO Financial Planning
Virginia
$39M +$4.03M +88,278 +12%
PCA
56
Pallas Capital Advisors
Massachusetts
$38.8M +$10.9M +239,710 +39%
PWM
57
Power Wealth Management
Georgia
$37.3M +$3.3M +72,381 +10%
CFD
58
Creative Financial Designs
Indiana
$36.4M +$1.04M +22,860 +3%
HNB
59
Huntington National Bank
Ohio
$35.2M -$30.2M
WFA
60
WestHill Financial Advisors
California
$33.8M +$2.66M +58,208 +9%
CCWM
61
Correct Capital Wealth Management
Missouri
$33.8M +$395K +8,647 +1%
WAM
62
Weatherly Asset Management
California
$33.6M +$1.48M +32,245 +5%
PAG
63
Private Advisor Group
New Jersey
$33.2M +$25.7M +563,868 +345%
DA
64
Drake & Associates
Wisconsin
$33.1M +$437K +9,565 +1%
AAS
65
Avantax Advisory Services
Texas
$32.9M +$3.31M +72,497 +11%
SCP
66
Shorepoint Capital Partners
Massachusetts
$32.5M +$1.48M +32,530 +5%
MWM
67
Mascoma Wealth Management
New Hampshire
$32.5M +$2.68M +58,665 +9%
BCM
68
Brookstone Capital Management
Illinois
$31.5M -$190K -4,165 -0.6%
WAAG
69
Wealth Alliance Advisory Group
Kansas
$31.4M +$5.05M +110,633 +19%
WC
70
Whitney & Co
New York
$30.7M +$1.76M +38,581 +6%
VC
71
Vicus Capital
Pennsylvania
$30.5M -$1.7M -37,172 -5%
WAM
72
WNY Asset Management
New York
$29.9M +$11M +241,235 +58%
SWM
73
Shakespeare Wealth Management
Wisconsin
$29.5M +$802K +17,572 +3%
WMR
74
Wealth Management Resources
Rhode Island
$29M +$1.14M +24,998 +4%
CAM
75
CPA Asset Management
Florida
$28.1M +$1.07M +23,438 +4%