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Fidelity Total Bond ETF

618 hedge funds and large institutions have $15.9B invested in Fidelity Total Bond ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 321 increasing their positions, 198 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
8.29%
Holding in Top 10
135
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.25%
% of All Funds
1.81%
New
64
Increased
321
Reduced
198
Closed
47
Calls
$946K
Puts
Net Calls
+$946K
Net Calls Change
-$587K
Name Holding Trade Value Shares
Change
Shares
Change %
WN
151
Williams & Novak
California
$13M +$1.47M +32,115 +13%
PWA
152
Physician Wealth Advisors
Utah
$12.9M +$1.76M +38,464 +16%
SFA
153
Salus Financial Advisors
Colorado
$12.8M +$336K +7,337 +3%
VA
154
Valmark Advisers
Ohio
$12.7M +$761K +16,642 +6%
PPW
155
Pasadena Private Wealth
California
$12.7M -$251K -5,490 -2%
GPW
156
Genesis Private Wealth
Virginia
$12.7M +$161K +3,525 +1%
BFA
157
Buttonwood Financial Advisors
Maryland
$12.4M -$94.6K -2,068 -0.8%
CC
158
Courier Capital
New York
$12M +$469K +10,252 +4%
DC
159
Destiny Capital
Colorado
$12M +$418K +9,130 +4%
SDWMA
160
Schneider Downs Wealth Management Advisors
Pennsylvania
$11.9M +$2.92M +63,765 +32%
PIAS
161
PCA Investment Advisory Services
Ohio
$11.9M +$11.9M +260,741 New
WIA
162
World Investment Advisors
California
$11.8M +$628K +13,714 +6%
Renaissance Technologies
163
Renaissance Technologies
New York
$11.7M +$11.4M +249,000 +3,365%
Jones Financial Companies
164
Jones Financial Companies
Missouri
$11.4M +$4.32M +94,875 +61%
AWM
165
Axxcess Wealth Management
California
$11.2M -$2.54M -55,601 -18%
BIS
166
BG Investment Services
Guam
$11.1M -$2.11M -45,567 -16%
LW
167
Linscomb Wealth
Texas
$11.1M +$452K +9,882 +4%
MIA
168
Milestone Investment Advisors
Wisconsin
$11.1M +$140K +3,067 +1%
CRC
169
Catawba River Capital
South Carolina
$11.1M +$9.54M +208,617 +620%
VFG
170
Victory Financial Group
Texas
$11M +$114K +2,496 +1%
GIA
171
Goodwin Investment Advisory
Georgia
$11M -$1.44M -31,475 -12%
GFG
172
Goldstone Financial Group
Illinois
$11M -$2.03M -44,597 -16%
DC
173
Dahring Cusmano
Michigan
$10.9M -$555K -12,127 -5%
SHIM
174
Stone House Investment Management
Pennsylvania
$10.9M +$10.9M +237,957 New
SC
175
Steph & Co
Wisconsin
$10.7M +$1.64M +35,844 +18%