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Fidelity Total Bond ETF

750 hedge funds and large institutions have $20.9B invested in Fidelity Total Bond ETF in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 450 increasing their positions, 170 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 170

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

6% more funds holding in top 10

Funds holding in top 10: 166176 (+10)

3% more funds holding

Funds holding: 726750 (+24)

2.07% less ownership

Funds ownership: 85.74%83.67% (-2.1%)

8% less capital invested

Capital invested by funds: $22.6B → $20.9B (-$1.69B)

Holders
750
Holders Change
+24
Holders Change %
+3.31%
% of All Funds
9.24%
Holding in Top 10
176
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+6.02%
% of All Funds
2.17%
New
77
Increased
450
Reduced
170
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
76
Jaffetilchin Investment Partners
Florida
$38.1M +$38.3M +830,845 +18,345%
PWM
77
Power Wealth Management
Georgia
$37.9M +$688K +14,929 +2%
WC
78
Whitney & Co
New York
$37.4M +$1.87M +40,540 +5%
PCA
79
Pallas Capital Advisors
Massachusetts
$36.7M -$3.27M -70,994 -8%
CFC
80
Coyle Financial Counsel
Illinois
$36.3M +$1.49M +32,406 +4%
CIA
81
Compass Ion Advisors
Pennsylvania
$36.2M +$1.66M +35,975 +5%
Jane Street
82
Jane Street
New York
$36M +$36.4M +788,878 New
AWA
83
Arete Wealth Advisors
Illinois
$35.9M +$9.62M +208,517 +36%
KWM
84
KFG Wealth Management
Indiana
$35.8M +$3.05M +66,233 +9%
AAS
85
Ameritas Advisory Services
Nebraska
$35.7M +$504K +10,925 +1%
Creative Planning
86
Creative Planning
Kansas
$35.4M -$3.7M -80,162 -9%
Jones Financial Companies
87
Jones Financial Companies
Missouri
$35.4M +$13M +282,627 +57%
VC
88
Vicus Capital
Pennsylvania
$35M +$1.6M +34,625 +5%
MWM
89
Mascoma Wealth Management
New Hampshire
$35M -$765K -16,582 -2%
HI
90
Harbour Investments
Wisconsin
$34.9M +$14.9M +322,342 +73%
LFG
91
Larson Financial Group
Missouri
$34.6M +$4.9M +106,166 +16%
AL
92
Aspiriant LLC
California
$34.2M +$642K +13,927 +2%
AFG
93
ABLE Financial Group
Arizona
$34.1M +$3.22M +69,911 +10%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$33.8M +$422K +9,160 +1%
WA
95
WBH Advisory
Maryland
$33.5M +$987K +21,407 +3%
GAM
96
Gotham Asset Management
New York
$32.6M +$9.38M +203,331 +40%
FFA
97
Farther Finance Advisors
California
$31.6M +$249K +5,394 +0.8%
WAAG
98
Wealth Alliance Advisory Group
Kansas
$31.3M -$3.29M -71,423 -9%
NRI
99
NFP Retirement Inc
California
$30.9M +$1.56M +33,895 +5%
LS
100
Leelyn Smith
Illinois
$30.8M +$2.16M +46,840 +7%