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Fidelity Total Bond ETF

610 hedge funds and large institutions have $15.7B invested in Fidelity Total Bond ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 331 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
8.28%
Holding in Top 10
144
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.5%
% of All Funds
1.96%
New
71
Increased
331
Reduced
169
Closed
44
Calls
$1.61M
Puts
$78K
Net Calls
+$1.53M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
76
Compass Ion Advisors
Pennsylvania
$28M +$4.02M +87,955 +17%
NA
77
NewEdge Advisors
Louisiana
$27.9M +$2.13M +46,732 +8%
WA
78
WBH Advisory
Maryland
$27.5M +$3.11M +68,198 +13%
LWA
79
Lineweaver Wealth Advisors
Ohio
$27.4M +$1.65M +36,039 +6%
RW
80
Regimen Wealth
Georgia
$27.4M +$334K +7,303 +1%
PCM
81
Presidio Capital Management
California
$27.2M +$1.78M +38,948 +7%
KWM
82
KFG Wealth Management
Indiana
$27.2M +$1.45M +31,734 +6%
NRI
83
NFP Retirement Inc
California
$26.9M +$1.74M +38,197 +7%
Mariner
84
Mariner
Kansas
$26.8M +$2.14M +46,935 +9%
RCAG
85
Rehmann Capital Advisory Group
Michigan
$26.7M -$282K -6,173 -1%
SWM
86
Spire Wealth Management
Virginia
$26.7M +$352K +7,717 +1%
AWA
87
Arete Wealth Advisors
Illinois
$26.7M +$290K +6,360 +1%
OFS
88
OneAscent Financial Services
Alabama
$26.6M +$12.7M +278,019 +92%
CFC
89
Coyle Financial Counsel
Illinois
$25.8M +$1.45M +31,760 +6%
CA
90
Crane Advisory
California
$24M -$22.9M -511,852 -49%
NAS
91
Nicolet Advisory Services
Wisconsin
$23.9M -$637K -14,220 -3%
CWP
92
Cyndeo Wealth Partners
Florida
$23.5M +$2.32M +50,806 +11%
AFG
93
ABLE Financial Group
Arizona
$23.1M +$1.31M +28,796 +6%
SWMG
94
Sard Wealth Management Group
Georgia
$22.8M +$438K +9,593 +2%
RWMH
95
Riverpoint Wealth Management Holdings
Illinois
$22.2M +$1.68M +36,882 +8%
MSFS
96
Main Street Financial Solutions
Pennsylvania
$21.9M +$1.44M +31,580 +7%
FSG
97
Financial Strategies Group
Michigan
$21.4M +$21.4M +475,589 New
IWC
98
Integrated Wealth Concepts
Massachusetts
$21.1M +$4.7M +103,037 +29%
FFS
99
Founders Financial Securities
Maryland
$21M +$939K +20,582 +5%
SFA
100
Souders Financial Advisors
Ohio
$20.9M +$4.72M +103,321 +29%