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Fidelity Total Bond ETF

221 hedge funds and large institutions have $1.4B invested in Fidelity Total Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
Holders Change %
0%
% of All Funds
3.74%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.37%
New
31
Increased
73
Reduced
103
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
126
Professional Financial Advisors
Nebraska
$925K -$1.15M -24,777 -55%
CPIA
127
Cornell Pochily Investment Advisors
New York
$898K -$301K -6,471 -25%
CW
128
CreativeOne Wealth
Kansas
$898K -$125K -2,683 -12%
OPS
129
Orion Portfolio Solutions
Nebraska
$857K -$13.6K -293 -2%
DBRC
130
D.B. Root & Company
Pennsylvania
$816K -$61.9K -1,330 -7%
CAG
131
Compass Advisory Group
New York
$814K -$126K -2,704 -13%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$806K +$14.7K +317 +2%
AWM
133
Axxcess Wealth Management
California
$794K -$480K -10,331 -38%
FA
134
Faithward Advisors
Pennsylvania
$772K +$123K +2,647 +19%
CAAS
135
Capital Asset Advisory Services
Michigan
$768K +$54.3K +1,163 +8%
FSWA
136
Financial Synergies Wealth Advisors
Texas
$755K +$343K +7,362 +83%
RA
137
Rise Advisors
New York
$716K -$6.7K -144 -0.9%
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$708K -$16.7M -360,274 -96%
MWM
139
Minot Wealth Management
Massachusetts
$698K -$1.31M -28,140 -65%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$683K +$276K +5,933 +68%
CPWMP
141
Cardinal Point Wealth Management Partners
California
$681K -$191K -4,100 -22%
SWA
142
Stratos Wealth Advisors
Ohio
$678K -$316K -6,793 -32%
RCG
143
Regatta Capital Group
California
$675K -$71.4K -1,536 -10%
FW
144
FirstPurpose Wealth
Utah
$673K +$353K +7,582 +110%
BRWA
145
B. Riley Wealth Advisors
Florida
$670K -$56.5K -1,212 -8%
JWCA
146
J.W. Cole Advisors
Florida
$670K +$19K +408 +3%
TCM
147
Traynor Capital Management
Pennsylvania
$659K -$404K -8,704 -38%
BCA
148
Bay Colony Advisors
Massachusetts
$659K +$659K +13,774 New
RFN
149
Redwood Financial Network
Ohio
$648K +$2.51K +54 +0.4%
RRA
150
Round Rock Advisors
Connecticut
$638K -$436K -9,373 -41%