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Fidelity Total Bond ETF

521 hedge funds and large institutions have $9.46B invested in Fidelity Total Bond ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 309 increasing their positions, 100 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+48
Holders Change %
+10.15%
% of All Funds
7.54%
Holding in Top 10
111
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.63%
% of All Funds
1.61%
New
79
Increased
309
Reduced
100
Closed
20
Calls
$206K
Puts
$70K
Net Calls
+$136K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$13.5M +$2.61M +55,924 +24%
AWS
127
Atria Wealth Solutions
New York
$13.4M +$248K +5,284 +2%
VAS
128
Vestmark Advisory Solutions
Massachusetts
$12.9M +$1.62M +34,566 +14%
KPWG
129
KFA Private Wealth Group
Virginia
$12.7M +$3.91M +83,574 +44%
PPW
130
Pasadena Private Wealth
California
$12.7M +$592K +12,656 +5%
GFG
131
Goldstone Financial Group
Illinois
$12.1M +$3.3M +70,563 +37%
Stifel Financial
132
Stifel Financial
Missouri
$11.9M +$8.99M +192,304 +309%
PWA
133
Physician Wealth Advisors
Utah
$11.8M +$1.28M +27,730 +12%
SFA
134
Sequoia Financial Advisors
Ohio
$11.7M -$14.9M -318,786 -56%
MA
135
MJP Associates
Connecticut
$11.7M +$1.23M +26,272 +12%
TI
136
tru Independence
Oregon
$11.6M +$1.56M +33,392 +16%
SC
137
Steph & Co
Wisconsin
$11.4M +$682K +14,590 +6%
LA
138
LPF Advisors
Florida
$11.2M +$552K +11,820 +5%
PA
139
PFG Advisors
Arizona
$11M +$1.91M +40,889 +21%
D
140
Dentgroup
Louisiana
$10.8M +$5.47M +117,086 +103%
BFA
141
Buttonwood Financial Advisors
Maryland
$10.8M +$777K +16,620 +8%
FIA
142
Foundations Investment Advisors
Arizona
$10.7M +$2.28M +48,702 +27%
AF
143
Allworth Financial
California
$10.5M +$15.3K +327 +0.1%
VFA
144
Valeo Financial Advisors
Indiana
$10.4M +$10.4M +222,883 New
WIP
145
WealthCare Investment Partners
Rhode Island
$10.3M -$287K -6,228 -3%
SXL
146
Summit X LLC
Missouri
$10.2M -$380K -8,461 -4%
AFG
147
Allegheny Financial Group
Pennsylvania
$9.82M +$278K +5,953 +3%
AFG
148
ABLE Financial Group
Arizona
$9.63M +$6.49M +138,821 +206%
IPA
149
Investment Planning Advisors
Georgia
$9.51M
Truist Financial
150
Truist Financial
North Carolina
$9.1M -$524K -11,214 -5%