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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 %
VWA
76
Visionary Wealth Advisors
Illinois
$3.32M +$598K +12,008 +22%
AWS
77
Atria Wealth Solutions
New York
$3.13M +$3.13M +62,814 New
AA
78
Ancora Advisors
Ohio
$3.01M -$10.3K -206 -0.3%
IWA
79
IBEX Wealth Advisors
New Jersey
$2.79M -$383K -7,685 -12%
CG
80
Colony Group
Massachusetts
$2.74M +$99.8K +2,005 +4%
FWM
81
Fortress Wealth Management
California
$2.62M -$70.4K -1,414 -3%
AL
82
Aspiriant LLC
California
$2.62M -$1.73M -34,676 -40%
SW
83
SlateStone Wealth
Florida
$2.61M -$124K -2,496 -5%
TFS
84
Thoroughbred Financial Services
Tennessee
$2.6M +$28.9K +581 +1%
PFA
85
Professional Financial Advisors
Nebraska
$2.22M +$307K +6,161 +16%
AA
86
Argent Advisors
Louisiana
$2.19M -$872K -17,519 -28%
MWM
87
Minot Wealth Management
Massachusetts
$2.15M -$1.18M -23,675 -35%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$2.15M -$407K -8,183 -16%
CP
89
Capital Planning
Washington
$2.03M +$125K +2,511 +7%
KWMG
90
King Wealth Management Group
Florida
$1.94M +$103K +2,073 +6%
ACA
91
Anchor Capital Advisors
Massachusetts
$1.93M +$269K +5,400 +16%
LCC
92
Lincoln Capital Corp
Rhode Island
$1.84M +$58.6K +1,177 +3%
FUBT
93
First United Bank & Trust
Maryland
$1.8M -$318K -6,385 -15%
VNA
94
Valley National Advisers
Pennsylvania
$1.77M +$1.77M +35,531 New
CWM
95
Comprehensive Wealth Management
Washington
$1.72M -$970K -19,493 -36%
GIA
96
Gladstone Institutional Advisory
Florida
$1.68M -$245K -4,917 -13%
AWM
97
AE Wealth Management
Kansas
$1.67M -$2.28M -45,852 -58%
Mariner
98
Mariner
Kansas
$1.62M -$106K -2,122 -6%
CRCM
99
Corbett Road Capital Management
Virginia
$1.57M +$118K +2,381 +8%
WA
100
Wambolt & Associates
Colorado
$1.55M -$49.4K -994 -3%