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Fidelity Total Bond ETF

221 hedge funds and large institutions have $1.4B invested in Fidelity Total Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
Holders Change %
0%
% of All Funds
3.74%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.37%
New
31
Increased
73
Reduced
103
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IF
76
IRON Financial
Illinois
$2.81M -$317K -6,818 -10%
AWA
77
Arkadios Wealth Advisors
Georgia
$2.79M +$1.47M +31,641 +111%
ACG
78
Allen Capital Group
Nebraska
$2.79M -$896K -19,250 -24%
LFAS
79
Level Four Advisory Services
Texas
$2.67M +$2.67M +57,280 New
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$2.65M -$1.11M -23,740 -29%
IWA
81
IBEX Wealth Advisors
New Jersey
$2.5M -$102K -2,188 -4%
CWA
82
Core Wealth Advisors
Florida
$2.29M +$2.29M +49,199 New
PWP
83
Principle Wealth Partners
Connecticut
$2.22M +$2.22M +47,781 New
OMC
84
Old Mission Capital
Illinois
$2.22M +$1.22M +26,217 +122%
AA
85
Ancora Advisors
Ohio
$2.21M -$595K -12,787 -21%
DAS
86
Dynamic Advisor Solutions
Arizona
$2.2M +$1.29M +27,757 +143%
PJSIMP
87
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.15M +$716K +15,233 +50%
FWM
88
Fortress Wealth Management
California
$2.13M -$318K -6,841 -13%
CWM
89
Capital Wealth Management
Rhode Island
$2.13M +$1.4M +30,022 +191%
SW
90
SlateStone Wealth
Florida
$2.11M -$331K -7,113 -14%
PGFC
91
Peapack-Gladstone Financial Corp
New Jersey
$2.1M +$2.1M +45,100 New
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$2.03M +$23.4K +503 +1%
TFS
93
Thoroughbred Financial Services
Tennessee
$2.01M -$420K -9,023 -17%
LWAC
94
Laurel Wealth Advisors (California)
California
$1.99M +$603K +12,959 +43%
AA
95
Argent Advisors
Louisiana
$1.91M -$141K -3,038 -7%
CWM
96
Comprehensive Wealth Management
Washington
$1.81M +$194K +4,170 +12%
KWMG
97
King Wealth Management Group
Florida
$1.79M -$27.5K -591 -2%
ACA
98
Anchor Capital Advisors
Massachusetts
$1.73M -$72.8K -1,565 -4%
LCC
99
Lincoln Capital Corp
Rhode Island
$1.73M +$7.45K +160 +0.4%
VWA
100
Visionary Wealth Advisors
Illinois
$1.7M -$1.4M -30,133 -45%