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Fidelity Total Bond ETF

221 hedge funds and large institutions have $1.4B invested in Fidelity Total Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
Holders Change %
0%
% of All Funds
3.74%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.37%
New
31
Increased
73
Reduced
103
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OFP
101
OLIO Financial Planning
Virginia
$1.69M +$816K +17,530 +93%
WWM
102
Windsor Wealth Management
Indiana
$1.63M +$1.63M +34,908 New
MWM
103
Maltin Wealth Management
New Jersey
$1.62M +$1.62M +34,859 New
RA
104
RFG Advisory
Alabama
$1.54M +$1.54M +32,402 New
GIA
105
Gladstone Institutional Advisory
Florida
$1.53M -$43.6K -938 -3%
AWM
106
AE Wealth Management
Kansas
$1.51M -$46.9K -1,008 -3%
HI
107
Harbour Investments
Wisconsin
$1.46M +$1.46M +31,384 New
ANTB
108
AMG National Trust Bank
Colorado
$1.45M +$150K +3,155 +12%
EFS
109
Essex Financial Services
Connecticut
$1.42M -$26K -559 -2%
CP
110
Capital Planning
Washington
$1.36M -$543K -11,646 -29%
AF
111
Apexium Financial
Texas
$1.32M -$41.8K -896 -3%
FA
112
Fermata Advisors
California
$1.3M +$131K +2,821 +11%
BWA
113
Beam Wealth Advisors
Louisiana
$1.29M +$1.29M +27,686 New
VA
114
Valmark Advisers
Ohio
$1.24M -$27.7K -595 -2%
DP
115
Denver PWM
Colorado
$1.22M -$83.7K -1,782 -6%
IA
116
IFP Advisors
Florida
$1.21M
WA
117
Wambolt & Associates
Colorado
$1.18M -$272K -5,856 -19%
KWM
118
KerberRose Wealth Management
Wisconsin
$1.16M +$1.16M +24,943 New
CRCM
119
Corbett Road Capital Management
Virginia
$1.14M -$325K -6,974 -22%
FUBT
120
First United Bank & Trust
Maryland
$1.13M -$554K -11,917 -33%
CSWM
121
Cassady Schiller Wealth Management
Ohio
$1.04M +$635K +13,640 +155%
BFA
122
Beaumont Financial Advisors
Massachusetts
$986K -$419 -9 -0%
NA
123
NewEdge Advisors
Louisiana
$977K -$218K -4,685 -18%
SFWC
124
Strategic Family Wealth Counselors
New Jersey
$944K -$75.9K -1,631 -7%
LNC
125
Lincoln National Corp
Pennsylvania
$932K -$101K -2,165 -10%