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Fidelity Total Bond ETF

750 hedge funds and large institutions have $20.9B invested in Fidelity Total Bond ETF in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 450 increasing their positions, 170 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 170

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

6% more funds holding in top 10

Funds holding in top 10: 166176 (+10)

3% more funds holding

Funds holding: 726750 (+24)

2.07% less ownership

Funds ownership: 85.74%83.67% (-2.1%)

8% less capital invested

Capital invested by funds: $22.6B → $20.9B (-$1.69B)

Holders
750
Holders Change
+24
Holders Change %
+3.31%
% of All Funds
9.24%
Holding in Top 10
176
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+6.02%
% of All Funds
2.17%
New
77
Increased
450
Reduced
170
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
101
Souders Financial Advisors
Ohio
$30.6M +$818K +17,732 +3%
NB
102
Nicolet Bankshares
Wisconsin
$30.4M +$30.7M +666,621 New
WMR
103
Wealth Management Resources
Rhode Island
$30.2M +$267K +5,787 +0.9%
SHIM
104
Stone House Investment Management
Pennsylvania
$29.8M -$6.83M -148,191 -18%
CAM
105
CPA Asset Management
Florida
$29.7M -$1.35M -29,343 -4%
FFS
106
Founders Financial Securities
Maryland
$29.6M +$2.79M +60,511 +10%
CWP
107
Cyndeo Wealth Partners
Florida
$29.4M +$4.35M +94,400 +17%
VNA
108
Valley National Advisers
Pennsylvania
$29M +$2.11M +45,860 +8%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$28.9M -$226K -4,911 -0.8%
OIA
110
OneDigital Investment Advisors
Kansas
$28.8M +$5.98M +129,678 +26%
CWM
111
Capital Wealth Management
Rhode Island
$28.5M +$2.46M +53,398 +9%
FSG
112
Financial Strategies Group
Michigan
$28.5M +$2.86M +62,117 +11%
HAIM
113
Hunter Associates Investment Management
Pennsylvania
$28.3M +$2.53M +54,953 +10%
WA
114
Waverly Advisors
Alabama
$28.1M +$1.18M +25,505 +4%
PCM
115
Presidio Capital Management
California
$28.1M +$1.2M +26,107 +4%
PFA
116
Presper Financial Architects
Ohio
$28.1M +$1.69M +36,580 +6%
TA
117
TrueWealth Advisors
Alabama
$27.6M +$7.17M +155,570 +35%
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
$26.8M +$3.1M +67,193 +13%
KPWS
119
Kestra Private Wealth Services
Texas
$26.5M -$1.43M -30,922 -5%
BAG
120
Bridgewealth Advisory Group
California
$26.5M +$2.82M +61,233 +12%
SWMG
121
Sard Wealth Management Group
Georgia
$26.4M +$664K +14,403 +3%
RW
122
Regimen Wealth
Georgia
$26.3M +$3.28M +71,051 +14%
DC
123
DeDora Capital
California
$26.1M -$449K -9,729 -2%
Mariner
124
Mariner
Kansas
$25.8M +$485K +10,519 +2%
EFP
125
Envision Financial Planning
Tennessee
$25.6M +$2.88M +62,385 +13%