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Fidelity Total Bond ETF

175 hedge funds and large institutions have $1.06B invested in Fidelity Total Bond ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
3.07%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
22
Increased
99
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
126
Powell Investment Advisors
Florida
$328K
OMC
127
Overbrook Management Corp
New York
$322K +$265 +5 +0.1%
BRWM
128
B. Riley Wealth Management
Tennessee
$306K +$306K +5,760 New
SHIM
129
Stone House Investment Management
Pennsylvania
$285K
KA
130
Kovack Advisors
Florida
$284K
VA
131
Valmark Advisers
Ohio
$284K +$83.9K +1,580 +42%
RC
132
RegentAtlantic Capital
New Jersey
$278K +$53K +995 +24%
NPF
133
Norris Perne & French
Michigan
$273K +$44.5K +836 +19%
CAL
134
Capital Analysts LLC
Pennsylvania
$264K +$70.7K +1,333 +37%
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$262K +$45.1K +847 +21%
JIC
136
JRM Investment Counsel
Nebraska
$258K -$115K -2,159 -31%
Stifel Financial
137
Stifel Financial
Missouri
$246K -$37.2K -700 -13%
AF
138
Allworth Financial
California
$245K
MSCM
139
McElhenny Sheffield Capital Management
Texas
$237K +$237K +4,469 New
NF
140
Nikulski Financial
Iowa
$225K
AWA
141
Arete Wealth Advisors
Illinois
$224K +$224K +4,219 New
GIP
142
Greatmark Investment Partners
Georgia
$220K
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$211K
KLI
144
Kelman-Lazarov Inc
Tennessee
$200K
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$192K +$4.47K +84 +2%
GRP
146
Global Retirement Partners
California
$172K +$107K +2,028 +167%
NFG
147
Next Financial Group
Texas
$144K +$24.8K +465 +21%
APA
148
American Portfolios Advisors
New York
$133K +$21.6K +406 +19%
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$108K
GWS
150
Glassman Wealth Services
Virginia
$105K