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Fidelity Total Bond ETF

610 hedge funds and large institutions have $15.7B invested in Fidelity Total Bond ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 331 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
8.28%
Holding in Top 10
144
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.5%
% of All Funds
1.96%
New
71
Increased
331
Reduced
169
Closed
44
Calls
$1.61M
Puts
$78K
Net Calls
+$1.53M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
KPWG
126
KFA Private Wealth Group
Virginia
$16.2M +$1.6M +35,011 +11%
CWA
127
Centerline Wealth Advisors
Kentucky
$16.1M +$363K +7,962 +2%
CWM
128
Capital Wealth Management
Rhode Island
$16.1M +$1.94M +42,592 +14%
MWP
129
Meriwether Wealth & Planning
Louisiana
$15.9M +$1.63M +35,622 +11%
PA
130
PFG Advisors
Arizona
$15.8M +$3.08M +67,552 +24%
HI
131
Harbour Investments
Wisconsin
$15.7M -$3.49M -76,342 -18%
KV
132
Kickstand Ventures
New York
$15.5M +$2.06M +45,148 +15%
BEAM
133
Baker Ellis Asset Management
Washington
$15.2M +$1.6M +34,956 +12%
LFG
134
Larson Financial Group
Missouri
$14.8M +$4.93M +108,046 +50%
SOS
135
Silver Oak Securities
Tennessee
$14.8M +$712K +15,640 +5%
RFP
136
RCS Financial Planning
Maryland
$14.6M +$1.58M +34,464 +12%
NIWA
137
New Insight Wealth Advisors
California
$14.6M +$3.27M +71,632 +29%
EPP
138
ETF Portfolio Partners
Kansas
$14.3M +$14.3M +313,108 New
FIA
139
Foundations Investment Advisors
Arizona
$14.2M +$1.45M +31,862 +11%
CWG
140
Cornerstone Wealth Group
North Carolina
$14M +$11.8M +258,980 +542%
TI
141
tru Independence
Oregon
$13.9M +$1.78M +39,108 +15%
AO
142
Advisor OS
Illinois
$13.8M +$424K +9,288 +3%
AWM
143
Axxcess Wealth Management
California
$13.8M +$7.75M +169,755 +129%
FTA
144
Financial & Tax Architects
Missouri
$13.3M +$356K +7,791 +3%
KFP
145
KMG Fiduciary Partners
Ohio
$13.3M +$8.46M +185,226 +174%
SPA
146
Sentinel Pension Advisors
Massachusetts
$13.3M -$238K -5,208 -2%
OC
147
Oppenheimer & Co
New York
$13.2M +$600K +13,154 +5%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$13.1M -$67.1M -1,470,334 -84%
Corient Private Wealth
149
Corient Private Wealth
Florida
$13.1M +$2.09M +45,876 +19%
DWM
150
Dogwood Wealth Management
Kansas
$13.1M +$770K +16,788 +6%