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Fidelity Total Bond ETF

596 hedge funds and large institutions have $14.8B invested in Fidelity Total Bond ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 321 increasing their positions, 123 reducing their positions, and 29 closing their positions.

Holders
596
Holders Change
+75
Holders Change %
+14.4%
% of All Funds
7.94%
Holding in Top 10
128
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.32%
% of All Funds
1.7%
New
117
Increased
321
Reduced
123
Closed
29
Calls
$552K
Puts
$206K
Net Calls
+$346K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
76
CPA Asset Management
Florida
$26.5M +$1.13M +25,081 +4%
EP
77
Essential Planning
New Hampshire
$26M +$25.7M +563,280 +8,064%
AWA
78
Arete Wealth Advisors
Illinois
$26M +$5.84M +130,011 +29%
WAAG
79
Wealth Alliance Advisory Group
Kansas
$25.9M +$218K +4,863 +0.8%
SWM
80
Spire Wealth Management
Virginia
$25.9M -$323K -7,197 -1%
NA
81
NewEdge Advisors
Louisiana
$25.3M +$591K +13,165 +2%
LWA
82
Lineweaver Wealth Advisors
Ohio
$25.3M +$1.55M +34,466 +7%
KWM
83
KFG Wealth Management
Indiana
$25.3M +$12.3M +274,051 +95%
PCM
84
Presidio Capital Management
California
$25M +$3.03M +67,499 +14%
NRI
85
NFP Retirement Inc
California
$24.7M +$5.04M +112,259 +26%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$24.7M +$7.56M +168,435 +44%
NAS
87
Nicolet Advisory Services
Wisconsin
$24.4M +$577K +12,975 +2%
Mariner
88
Mariner
Kansas
$24.2M +$2.58M +57,402 +12%
WA
89
WBH Advisory
Maryland
$24M +$2.17M +48,408 +10%
CFC
90
Coyle Financial Counsel
Illinois
$24M +$2.71M +60,397 +13%
CIA
91
Compass Ion Advisors
Pennsylvania
$23.6M +$2.63M +58,603 +13%
BWG
92
Beta Wealth Group
California
$22.5M +$1.34M +29,814 +6%
SWMG
93
Sard Wealth Management Group
Georgia
$21.9M -$44.3K -988 -0.2%
AFG
94
ABLE Financial Group
Arizona
$21.4M +$12.1M +270,489 +131%
KIM
95
Kestra Investment Management
Texas
$20.9M +$535K +11,913 +3%
CWP
96
Cyndeo Wealth Partners
Florida
$20.8M -$838K -18,669 -4%
RWMH
97
Riverpoint Wealth Management Holdings
Illinois
$20.2M +$3.99M +88,820 +25%
MSFS
98
Main Street Financial Solutions
Pennsylvania
$20.2M -$420K -9,368 -2%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$19.8M -$698K -15,551 -3%
FFS
100
Founders Financial Securities
Maryland
$19.7M -$587K -13,089 -3%