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Fidelity Total Bond ETF

322 hedge funds and large institutions have $2.96B invested in Fidelity Total Bond ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 75 reducing their positions, and 14 closing their positions.

Holders
322
Holders Change
+43
Holders Change %
+15.41%
% of All Funds
5.08%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.8%
New
58
Increased
172
Reduced
75
Closed
14
Calls
$286K
Puts
Net Calls
+$286K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Shares
Change %
BEAM
76
Baker Ellis Asset Management
Washington
$9.35M +$925K +20,371 +11%
AF
77
Allworth Financial
California
$9.32M +$6.73M +148,192 +260%
RWA
78
Rooted Wealth Advisors
Illinois
$9.22M +$8.94M +198,159 +3,243%
LW
79
Linscomb Wealth
Texas
$9.14M -$1.68M -36,998 -16%
PPW
80
Pasadena Private Wealth
California
$9.06M +$1.84M +40,582 +26%
RWP
81
RWA Wealth Partners
Massachusetts
$8.95M -$103K -2,269 -1%
CWM
82
Capital Wealth Management
Rhode Island
$8.85M +$261K +5,739 +3%
GPWA
83
Great Point Wealth Advisors
Massachusetts
$8.6M -$1.05M -23,196 -11%
MA
84
Mutual Advisors
Nebraska
$8.48M +$404K +8,904 +5%
WIP
85
WealthCare Investment Partners
Rhode Island
$7.34M +$2.72M +60,257 +59%
CWM
86
CMH Wealth Management
New Hampshire
$7.22M +$1.76M +38,698 +32%
RT
87
Rockland Trust
Massachusetts
$7.19M -$688K -15,146 -9%
LIG
88
Lokken Investment Group
Delaware
$7.16M +$595K +13,092 +9%
WAM
89
Weatherly Asset Management
California
$7.11M +$3.77M +82,568 +112%
TFA
90
Teamwork Financial Advisors
Texas
$6.74M +$6.74M +148,309 New
AL
91
Aspiriant LLC
California
$6.58M +$738K +16,250 +13%
OWM
92
Opes Wealth Management
California
$6.51M +$1.44M +31,762 +28%
PWA
93
Physician Wealth Advisors
Utah
$6.04M +$241K +5,325 +4%
CWM
94
Cornerstone Wealth Management
Missouri
$5.74M +$719K +15,835 +14%
VA
95
Valmark Advisers
Ohio
$5.7M +$748K +16,462 +15%
SC
96
Steph & Co
Wisconsin
$5.58M +$1.37M +30,070 +32%
FCM
97
Family Capital Management
Michigan
$5.51M +$92.2K +2,030 +2%
Truist Financial
98
Truist Financial
North Carolina
$5.44M +$5.44M +119,662 New
OMC
99
Old Mission Capital
Illinois
$5.36M +$2.53M +55,605 +89%
IWP
100
Insight Wealth Partners
Texas
$5.31M -$325K -7,150 -6%