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Fidelity Total Bond ETF

100 hedge funds and large institutions have $391M invested in Fidelity Total Bond ETF in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+24
Holders Change %
+31.58%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
33
Increased
40
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$201K +$201K +3,880 New
VFA
77
Valeo Financial Advisors
Indiana
$164K +$25.9K +500 +19%
APWM
78
Atlas Private Wealth Management
New York
$136K +$136K +2,621 New
CWA
79
Core Wealth Advisors
Florida
$126K +$126K +2,442 New
GWS
80
Glassman Wealth Services
Virginia
$103K
PB
81
Pinnacle Bancorp
Nebraska
$86K -$3.99K -77 -4%
FHA
82
Flagship Harbor Advisors
Massachusetts
$82K +$53.3K +1,025 +186%
NFG
83
Next Financial Group
Texas
$41K
CFGS
84
Concourse Financial Group Securities
Alabama
$38K +$2.56K +50 +7%
IF
85
Ironwood Financial
Arizona
$32K -$1.03K -20 -3%
SMFS
86
Squar Milner Financial Services
California
$30K +$30K +581 New
LWM
87
Liberty Wealth Management
California
$26K +$102 +2 +0.4%
CAC
88
Certified Advisory Corp
Florida
$22K +$22K +430 New
EWP
89
Engrave Wealth Partners
Texas
$20K +$20K +404 New
FANJ
90
Financial Architects (New Jersey)
New Jersey
$16K +$16K +300 New
VCP
91
Verus Capital Partners
Arizona
$16K +$16K +308 New
GEA
92
Glen Eagle Advisors
New Jersey
$10K +$10K +194 New
AIC
93
Archer Investment Corporation
Indiana
$6K
LPWM
94
Lake Point Wealth Management
Texas
$4K +$4K +74 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$3K
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$2K -$14.2K -242 -88%
LC
97
Lindbrook Capital
California
$2K +$2K +43 New
FWM
98
FSA Wealth Management
Massachusetts
$2K +$2K +45 New
WQ
99
Wealth Quarterback
New Jersey
$455 +$455 +22,081 New
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
-$1M -19,372 Closed