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Fidelity Total Bond ETF

465 hedge funds and large institutions have $6.13B invested in Fidelity Total Bond ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 268 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+51
Holders Change %
+12.32%
% of All Funds
6.74%
Holding in Top 10
88
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.64%
% of All Funds
1.28%
New
77
Increased
268
Reduced
86
Closed
22
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$17.3M -$7.13M -157,294 -29%
AAS
77
Avantax Advisory Services
Texas
$17.3M +$2.14M +47,189 +14%
BBNB
78
Baker Boyer National Bank
Washington
$16.8M +$1.23M +27,094 +8%
AT
79
Arden Trust
Delaware
$16.8M +$16.8M +370,872 New
DC
80
DeDora Capital
California
$16.6M +$2M +44,115 +14%
Corient Private Wealth
81
Corient Private Wealth
Florida
$16.6M -$523K -11,535 -3%
FTA
82
Financial & Tax Architects
Missouri
$16.6M +$3.13M +69,037 +23%
CA
83
Cetera Advisors
Colorado
$16.1M +$5.03M +110,906 +45%
EDRIA
84
Edmonds Duncan Registered Investment Advisors
Kansas
$16.1M +$1.06M +23,465 +7%
RWA
85
Rooted Wealth Advisors
Illinois
$15.9M +$1.82M +40,503 +13%
AL
86
Aspiriant LLC
California
$15.5M +$1.07M +23,606 +7%
JWBC
87
John W. Brooker & Co
California
$15.5M +$1.84M +40,539 +13%
FFS
88
Founders Financial Securities
Maryland
$15.3M -$2.37M -52,226 -13%
WMR
89
Wealth Management Resources
Rhode Island
$15.2M +$933K +20,588 +7%
EFP
90
EnRich Financial Partners
Wisconsin
$15.2M +$546K +12,051 +4%
OAM
91
Occidental Asset Management
California
$15M -$401K -8,845 -3%
TWP
92
Triad Wealth Partners
Kansas
$14.9M +$14.9M +328,748 New
AO
93
Advisor OS
Illinois
$14.7M +$7.66M +168,960 +109%
HI
94
Horizon Investments
North Carolina
$14.3M -$2.63M -58,370 -16%
SPA
95
Sentinel Pension Advisors
Massachusetts
$14M +$3.47M +76,573 +33%
Citadel Advisors
96
Citadel Advisors
Florida
$13.8M +$13.8M +304,725 New
RWMH
97
Riverpoint Wealth Management Holdings
Illinois
$13.5M +$911K +20,099 +7%
GRP
98
Global Retirement Partners
California
$13.3M +$13M +286,583 +3,681%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$13.2M +$2.93M +64,623 +28%
UWS
100
Unique Wealth Strategies
Illinois
$12.9M +$12.9M +284,659 New