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Fidelity Total Bond ETF

164 hedge funds and large institutions have $928M invested in Fidelity Total Bond ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+16
Holders Change %
+10.81%
% of All Funds
2.89%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
28
Increased
80
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S
151
SignatureFD
Georgia
$22K
SFPG
152
Stonebridge Financial Planning Group
Florida
$21K
CFA
153
Carroll Financial Associates
North Carolina
$20K +$1.39K +27 +7%
GEA
154
Glen Eagle Advisors
New Jersey
$19.1K
LWM
155
Liberty Wealth Management
California
$18K
TWA
156
TCI Wealth Advisors
Arizona
$18K
IAIM
157
International Assets Investment Management
Florida
$17K
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$16K -$1.07K -20 -6%
CWA
159
Core Wealth Advisors
Florida
$12K -$3.31M -62,043 -100%
IF
160
Ironwood Financial
Arizona
$4K -$12.5K -241 -76%
GWM
161
Geneos Wealth Management
Colorado
$4K +$4K +86 New
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$3K
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$3K +$3K +51 New
AIC
164
Archer Investment Corporation
Indiana
$2.46K
Jane Street
165
Jane Street
New York
-$3.89M -71,781 Closed
VFM
166
Vivid Financial Management
California
-$1.41M -25,904 Closed
CAM
167
Cozad Asset Management
Illinois
-$730K -13,465 Closed
APW
168
Aurora Private Wealth
New Jersey
-$624K -11,496 Closed
SS
169
Simplicity Solutions
Minnesota
-$594K -10,941 Closed
LGA
170
Lebenthal Global Advisors
New York
-$217K -4,000 Closed
AL
171
ADE LLC
Maryland
-$114K -2,107 Closed
IA
172
Inspire Advisors
Idaho
-$22K -410 Closed
AssetMark Inc
173
AssetMark Inc
California
-$8K -143 Closed