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Fidelity Total Bond ETF

473 hedge funds and large institutions have $7.7B invested in Fidelity Total Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 282 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+8
Holders Change %
+1.72%
% of All Funds
6.88%
Holding in Top 10
96
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.09%
% of All Funds
1.4%
New
57
Increased
282
Reduced
97
Closed
37
Calls
$139K
Puts
$243K
Net Calls
-$104K
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Shares
Change %
FFS
101
Founders Financial Securities
Maryland
$15.9M +$719K +16,011 +5%
JWBC
102
John W. Brooker & Co
California
$15.6M +$219K +4,867 +1%
AO
103
Advisor OS
Illinois
$15.1M +$562K +12,519 +4%
RWMH
104
Riverpoint Wealth Management Holdings
Illinois
$15M +$1.65M +36,794 +12%
OAM
105
Occidental Asset Management
California
$14.7M -$180K -4,013 -1%
HI
106
Horizon Investments
North Carolina
$14.7M +$531K +11,870 +4%
KV
107
Kickstand Ventures
New York
$13.6M +$1.43M +31,768 +12%
OC
108
Oppenheimer & Co
New York
$13.4M +$1.82M +40,407 +16%
CWM
109
Capital Wealth Management
Rhode Island
$13M +$1.06M +23,672 +9%
HI
110
Harbour Investments
Wisconsin
$12.9M +$2.46M +54,676 +23%
UWS
111
Unique Wealth Strategies
Illinois
$12.9M
Citadel Advisors
112
Citadel Advisors
Florida
$12.8M -$916K -20,386 -7%
AWS
113
Atria Wealth Solutions
New York
$12.7M -$5.78M -128,136 -31%
SPA
114
Sentinel Pension Advisors
Massachusetts
$12.6M -$1.24M -27,541 -9%
BAG
115
Bridgewealth Advisory Group
California
$12.6M +$3.67M +81,700 +41%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$12.5M +$12M +266,649 +2,296%
HAIM
117
Hunter Associates Investment Management
Pennsylvania
$12.2M +$2.53M +56,432 +26%
DC
118
Destiny Capital
Colorado
$12.2M +$837K +18,621 +7%
CAC
119
Certified Advisory Corp
Florida
$12.1M +$569K +12,660 +5%
RWS
120
Resolute Wealth Strategies
Mississippi
$12M +$140K +3,127 +1%
BEAM
121
Baker Ellis Asset Management
Washington
$11.7M +$65K +1,447 +0.6%
PPW
122
Pasadena Private Wealth
California
$11.6M +$1.1M +24,392 +10%
Mariner
123
Mariner
Kansas
$11.4M +$819K +18,225 +8%
AWA
124
Arete Wealth Advisors
Illinois
$11.3M +$5.65M +125,554 +100%
VAS
125
Vestmark Advisory Solutions
Massachusetts
$10.8M +$2.22M +49,356 +26%