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Fidelity Total Bond ETF

610 hedge funds and large institutions have $15.7B invested in Fidelity Total Bond ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 331 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
8.28%
Holding in Top 10
144
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.5%
% of All Funds
1.96%
New
71
Increased
331
Reduced
169
Closed
44
Calls
$1.61M
Puts
$78K
Net Calls
+$1.53M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
EFP
101
EnRich Financial Partners
Wisconsin
$19.8M +$1.97M +43,242 +11%
VNA
102
Valley National Advisers
Pennsylvania
$19.7M +$2.19M +47,961 +13%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$19.4M -$5.72M -125,296 -23%
PWM
104
Perigon Wealth Management
California
$19.2M +$12.1M +264,941 +170%
KPWS
105
Kestra Private Wealth Services
Texas
$19M +$1.58M +34,692 +9%
DC
106
DeDora Capital
California
$18.7M +$174K +3,802 +0.9%
BBNB
107
Baker Boyer National Bank
Washington
$18.7M +$922K +20,205 +5%
CF
108
Centaurus Financial
California
$18.6M +$9.67M +211,842 +109%
HAIM
109
Hunter Associates Investment Management
Pennsylvania
$18.5M +$1.92M +42,025 +12%
CAC
110
Certified Advisory Corp
Florida
$18.4M +$316K +6,931 +2%
WFS
111
Walker Financial Services
Kentucky
$18.4M +$1.86M +40,785 +11%
KIM
112
Kestra Investment Management
Texas
$18.2M -$3.09M -67,712 -15%
HI
113
Horizon Investments
North Carolina
$18.1M -$81.8K -1,800 -0.4%
GAM
114
Gotham Asset Management
New York
$18.1M +$77.4K +1,695 +0.4%
JWBC
115
John W. Brooker & Co
California
$18.1M +$1.56M +34,114 +9%
VCM
116
Virtue Capital Management
Tennessee
$18M +$18M +395,581 New
AL
117
Aspiriant LLC
California
$18M -$1.05M -22,966 -6%
AWS
118
Atria Wealth Solutions
New York
$17.4M +$1.9M +41,463 +12%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$17.3M -$2.84M -62,287 -14%
AF
120
Allworth Financial
California
$16.8M -$1.85M -40,745 -10%
FA
121
Fermata Advisors
California
$16.8M -$27.2M -596,025 -62%
TWP
122
Triad Wealth Partners
Kansas
$16.8M +$808K +17,708 +5%
OAM
123
Occidental Asset Management
California
$16.5M +$181K +3,958 +1%
PGFC
124
Peapack-Gladstone Financial Corp
New Jersey
$16.4M +$12.1M +264,864 +282%
CGH
125
CMG Global Holdings
Texas
$16.2M -$776K -17,124 -5%