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Fidelity Total Bond ETF

174 hedge funds and large institutions have $1.05B invested in Fidelity Total Bond ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
3.04%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
25
Increased
85
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
126
Avantax Advisory Services
Texas
$310K -$47.2K -875 -13%
AWM
127
AE Wealth Management
Kansas
$286K +$58.4K +1,097 +26%
SHIM
128
Stone House Investment Management
Pennsylvania
$285K -$249K -4,655 -47%
KA
129
Kovack Advisors
Florida
$285K +$2.03K +38 +0.7%
Stifel Financial
130
Stifel Financial
Missouri
$284K -$39.1K -733 -12%
TSS
131
Two Sigma Securities
New York
$278K +$278K +5,213 New
GW
132
GW & Wade
Massachusetts
$253K +$253K +4,741 New
CAN
133
Cetera Advisor Networks
California
$252K +$252K +4,725 New
AF
134
Allworth Financial
California
$246K +$35K +657 +17%
NPF
135
Norris Perne & French
Michigan
$229K +$229K +4,295 New
NF
136
Nikulski Financial
Iowa
$227K -$142K -2,655 -39%
RC
137
RegentAtlantic Capital
New Jersey
$226K +$226K +4,229 New
GIP
138
Greatmark Investment Partners
Georgia
$221K
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$217K +$217K +4,078 New
Deutsche Bank
140
Deutsche Bank
Germany
$205K
VA
141
Valmark Advisers
Ohio
$201K +$201K +3,768 New
KLI
142
Kelman-Lazarov Inc
Tennessee
$201K +$201K +3,769 New
CAL
143
Capital Analysts LLC
Pennsylvania
$194K +$105K +1,966 +117%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$188K +$172K +3,228 +1,083%
Wells Fargo
145
Wells Fargo
California
$135K +$44.5K +835 +49%
NFG
146
Next Financial Group
Texas
$119K
APA
147
American Portfolios Advisors
New York
$112K +$112K +2,097 New
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$109K +$74.8K +1,396 +218%
GWS
149
Glassman Wealth Services
Virginia
$106K
CFGS
150
Concourse Financial Group Securities
Alabama
$86K