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Fidelity Total Bond ETF

221 hedge funds and large institutions have $1.56B invested in Fidelity Total Bond ETF in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
3.5%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.41%
New
37
Increased
90
Reduced
82
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EFS
101
Essex Financial Services
Connecticut
$1.55M -$296K -5,941 -16%
LWAC
102
Laurel Wealth Advisors (California)
California
$1.49M +$288K +5,788 +24%
PJSIMP
103
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.46M +$303K +6,334 +26%
AF
104
Apexium Financial
Texas
$1.45M -$400K -8,028 -22%
AWA
105
Arkadios Wealth Advisors
Georgia
$1.41M +$293K +5,898 +26%
DP
106
Denver PWM
Colorado
$1.38M +$33.1K +666 +2%
AWM
107
Axxcess Wealth Management
California
$1.36M -$25.3K -509 -2%
ANTB
108
AMG National Trust Bank
Colorado
$1.36M +$177K +3,565 +15%
VA
109
Valmark Advisers
Ohio
$1.36M +$1.09M +21,953 +410%
CPIA
110
Cornell Pochily Investment Advisors
New York
$1.28M -$41.3K -830 -3%
NA
111
NewEdge Advisors
Louisiana
$1.28M +$180K +3,619 +16%
FA
112
Fermata Advisors
California
$1.26M +$218K +4,375 +21%
IA
113
IFP Advisors
Florida
$1.21M -$57.9K -1,192 -5%
RRA
114
Round Rock Advisors
Connecticut
$1.15M -$31.4K -630 -3%
TCM
115
Traynor Capital Management
Pennsylvania
$1.14M -$577K -11,602 -34%
LNC
116
Lincoln National Corp
Pennsylvania
$1.11M -$5.21M -104,569 -82%
CW
117
CreativeOne Wealth
Kansas
$1.1M -$92.4K -1,855 -8%
SFWC
118
Strategic Family Wealth Counselors
New Jersey
$1.09M -$2.39M -47,993 -69%
OMC
119
Old Mission Capital
Illinois
$1.07M +$1.07M +21,496 New
SWA
120
Stratos Wealth Advisors
Ohio
$1.06M -$130K -2,606 -11%
BFA
121
Beaumont Financial Advisors
Massachusetts
$1.06M +$204K +4,092 +24%
5L
122
55I LLC
Massachusetts
$1.01M +$1.01M +20,293 New
CAG
123
Compass Advisory Group
New York
$1.01M -$104K -2,094 -9%
PCG
124
Prosperity Consulting Group
Maryland
$997K -$232K -4,652 -19%
DAS
125
Dynamic Advisor Solutions
Arizona
$967K -$960K -19,279 -50%