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Fidelity Total Bond ETF

121 hedge funds and large institutions have $532M invested in Fidelity Total Bond ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
2.49%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
55
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
101
Glassman Wealth Services
Virginia
$107K
Wells Fargo
102
Wells Fargo
California
$92K -$32K -591 -26%
PB
103
Pinnacle Bancorp
Nebraska
$89K
FHA
104
Flagship Harbor Advisors
Massachusetts
$77K +$268 +5 +0.3%
SFPG
105
Stonebridge Financial Planning Group
Florida
$52K +$52K +950 New
CFGS
106
Concourse Financial Group Securities
Alabama
$40K
LWM
107
Liberty Wealth Management
California
$28K +$109 +2 +0.4%
BWA
108
BDO Wealth Advisors
Florida
$27K
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$24K
S
110
SignatureFD
Georgia
$23K
GEA
111
Glen Eagle Advisors
New Jersey
$19.6K +$9.17K +170 +88%
AAP
112
Arax Advisory Partners
Colorado
$19K +$986 +18 +5%
IF
113
Ironwood Financial
Arizona
$18K
CFA
114
Carroll Financial Associates
North Carolina
$18K
TWA
115
TCI Wealth Advisors
Arizona
$18K +$18K +335 New
FANJ
116
Financial Architects (New Jersey)
New Jersey
$16K
AIC
117
Archer Investment Corporation
Indiana
$5.82K
PA
118
Procyon Advisors
Connecticut
$4K +$60 +1 +2%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$3K
FWM
120
FSA Wealth Management
Massachusetts
$3K
PIMG
121
Patriot Investment Management Group
Tennessee
$2.38K +$2.38K +44 New
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
-$1.17M -22,669 Closed
BAC
123
Boys Arnold & Co
North Carolina
-$737K -14,240 Closed
BWA
124
Beam Wealth Advisors
Louisiana
-$310K -5,995 Closed
CA
125
Calton & Associates
Florida
-$294K -5,681 Closed