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Fidelity Total Bond ETF

596 hedge funds and large institutions have $14.8B invested in Fidelity Total Bond ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 321 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+75
Holders Change %
+14.4%
% of All Funds
7.94%
Holding in Top 10
128
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.32%
% of All Funds
1.7%
New
117
Increased
321
Reduced
123
Closed
29
Calls
$552K
Puts
$206K
Net Calls
+$346K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
126
Atria Wealth Solutions
New York
$15.2M +$2.31M +51,269 +18%
KPWG
127
KFA Private Wealth Group
Virginia
$14.4M +$2.19M +48,715 +18%
EH
128
Equitable Holdings
New York
$14.1M +$5.72M +127,436 +69%
DC
129
Destiny Capital
Colorado
$14.1M +$286K +6,382 +2%
MWP
130
Meriwether Wealth & Planning
Louisiana
$14M +$14M +312,070 New
SOS
131
Silver Oak Securities
Tennessee
$13.9M +$8.09M +180,077 +139%
CWM
132
Capital Wealth Management
Rhode Island
$13.9M +$212K +4,732 +2%
OFS
133
OneAscent Financial Services
Alabama
$13.7M +$13.7M +302,947 New
BEAM
134
Baker Ellis Asset Management
Washington
$13.4M +$222K +4,949 +2%
SPA
135
Sentinel Pension Advisors
Massachusetts
$13.3M +$144K +3,220 +1%
KV
136
Kickstand Ventures
New York
$13.2M -$303K -6,744 -2%
AO
137
Advisor OS
Illinois
$13.1M -$3.44M -76,633 -21%
BIS
138
BG Investment Services
Guam
$12.9M +$12.9M +286,758 New
RFP
139
RCS Financial Planning
Maryland
$12.8M +$12.8M +284,743 New
PPW
140
Pasadena Private Wealth
California
$12.8M +$629K +14,008 +5%
FTA
141
Financial & Tax Architects
Missouri
$12.8M +$12.8M +284,242 New
PA
142
PFG Advisors
Arizona
$12.5M +$2M +44,593 +19%
FIA
143
Foundations Investment Advisors
Arizona
$12.5M +$2.23M +49,597 +22%
SFA
144
Salus Financial Advisors
Colorado
$12.4M +$12.4M +277,157 New
OC
145
Oppenheimer & Co
New York
$12.4M -$527K -11,755 -4%
GFG
146
Goldstone Financial Group
Illinois
$12.2M +$525K +11,707 +5%
DWM
147
Dogwood Wealth Management
Kansas
$12.1M +$12.1M +268,726 New
DC
148
Dahring Cusmano
Michigan
$12M +$12M +268,401 New
TI
149
tru Independence
Oregon
$11.9M +$750K +16,707 +7%
MA
150
MJP Associates
Connecticut
$11.8M +$569K +12,688 +5%