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Fidelity Total Bond ETF

653 hedge funds and large institutions have $17.4B invested in Fidelity Total Bond ETF in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 403 increasing their positions, 139 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $2.38M | Put options by funds: $462K

190% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 139

116% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 32

9% more capital invested

Capital invested by funds: $16B → $17.4B (+$1.45B)

9% more funds holding in top 10

Funds holding in top 10: 135147 (+12)

5% more funds holding

Funds holding: 623653 (+30)

0.69% less ownership

Funds ownership: 85.46%84.77% (-0.69%)

Holders
653
Holders Change
+30
Holders Change %
+4.82%
% of All Funds
8.57%
Holding in Top 10
147
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+8.89%
% of All Funds
1.93%
New
69
Increased
403
Reduced
139
Closed
32
Calls
$2.38M
Puts
$462K
Net Calls
+$1.92M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
Brookstone Capital Management
Illinois
$33.3M +$1.01M +21,974 +3%
VC
77
Vicus Capital
Pennsylvania
$33.1M +$1.44M +31,390 +5%
WMR
78
Wealth Management Resources
Rhode Island
$33M +$1.12M +24,401 +4%
WAAG
79
Wealth Alliance Advisory Group
Kansas
$32.3M +$455K +9,918 +1%
CIA
80
Compass Ion Advisors
Pennsylvania
$32M +$1.77M +38,561 +6%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$32M +$15M +325,948 +89%
BFG
82
Bleakley Financial Group
New Jersey
$31.3M -$4.23M -92,038 -12%
KWM
83
KFG Wealth Management
Indiana
$30.9M +$2.74M +59,775 +10%
PCM
84
Presidio Capital Management
California
$29.2M +$1.09M +23,833 +4%
CAM
85
CPA Asset Management
Florida
$29M +$693K +15,101 +2%
WA
86
WBH Advisory
Maryland
$28.4M +$1.73M +37,595 +7%
LFG
87
Larson Financial Group
Missouri
$28M +$6.36M +138,489 +30%
DC
88
DeDora Capital
California
$27.6M +$697K +15,178 +3%
AFG
89
ABLE Financial Group
Arizona
$27.1M +$2.12M +46,147 +9%
SFA
90
Souders Financial Advisors
Ohio
$26.9M +$4.04M +88,038 +18%
Mariner
91
Mariner
Kansas
$26.9M -$97.1K -2,115 -0.4%
AWA
92
Arete Wealth Advisors
Illinois
$26.8M +$819K +17,839 +3%
PFA
93
Presper Financial Architects
Ohio
$26.6M +$26.4M +575,728 New
SOS
94
Silver Oak Securities
Tennessee
$26.6M +$722K +15,724 +3%
NRI
95
NFP Retirement Inc
California
$26.2M +$1.77M +38,585 +7%
NAS
96
Nicolet Advisory Services
Wisconsin
$25.9M +$932K +20,305 +4%
VAS
97
Vestmark Advisory Solutions
Massachusetts
$25.7M -$13.8M -301,106 -35%
AL
98
Aspiriant LLC
California
$25.3M +$3.14M +68,351 +14%
FSG
99
Financial Strategies Group
Michigan
$25M +$1.32M +28,780 +6%
SWMG
100
Sard Wealth Management Group
Georgia
$24.8M +$1.27M +27,603 +5%