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Fidelity Total Bond ETF

618 hedge funds and large institutions have $15.9B invested in Fidelity Total Bond ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 321 increasing their positions, 198 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
8.28%
Holding in Top 10
135
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.25%
% of All Funds
1.81%
New
64
Increased
321
Reduced
198
Closed
47
Calls
$946K
Puts
Net Calls
+$946K
Net Calls Change
-$587K
Name Holding Trade Value Shares
Change
Shares
Change %
MSFS
101
Main Street Financial Solutions
Pennsylvania
$22.5M +$497K +10,869 +2%
RW
102
Regimen Wealth
Georgia
$22.5M -$4.95M -108,172 -18%
IPA
103
Investment Planning Advisors
Georgia
$22.1M +$11.8M +258,834 +116%
AL
104
Aspiriant LLC
California
$21.9M +$3.92M +85,767 +22%
LFG
105
Larson Financial Group
Missouri
$21.3M +$6.49M +141,810 +44%
KPWS
106
Kestra Private Wealth Services
Texas
$21.1M +$2.01M +43,897 +11%
EFP
107
EnRich Financial Partners
Wisconsin
$20.9M +$1.07M +23,342 +5%
VNA
108
Valley National Advisers
Pennsylvania
$20.8M +$1.02M +22,298 +5%
CFD
109
Creative Financial Designs
Indiana
$20.7M -$15.8M -344,559 -43%
PWM
110
Perigon Wealth Management
California
$20.3M +$1.07M +23,414 +6%
RWMH
111
Riverpoint Wealth Management Holdings
Illinois
$20M -$2.29M -49,960 -10%
WFS
112
Walker Financial Services
Kentucky
$19.8M +$1.36M +29,659 +7%
CWA
113
Centerline Wealth Advisors
Kentucky
$19.7M +$3.56M +77,865 +22%
HAIM
114
Hunter Associates Investment Management
Pennsylvania
$19.2M +$686K +14,998 +4%
CAC
115
Certified Advisory Corp
Florida
$19.2M +$727K +15,899 +4%
BBNB
116
Baker Boyer National Bank
Washington
$19.1M +$383K +8,371 +2%
FFS
117
Founders Financial Securities
Maryland
$19M -$2.1M -45,967 -10%
HI
118
Horizon Investments
North Carolina
$18.8M +$658K +14,436 +4%
TWP
119
Triad Wealth Partners
Kansas
$18.6M +$1.81M +39,557 +11%
CWM
120
Capital Wealth Management
Rhode Island
$18.5M +$2.39M +52,326 +15%
BAG
121
Bridgewealth Advisory Group
California
$18.4M +$16.4M +358,077 +828%
CF
122
Centaurus Financial
California
$18.2M -$375K -8,191 -2%
EC
123
EdgeRock Capital
Colorado
$17.6M +$17.6M +385,144 New
Corient Private Wealth
124
Corient Private Wealth
Florida
$17M +$3.89M +85,112 +30%
HI
125
Harbour Investments
Wisconsin
$16.8M +$1.05M +22,902 +7%