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Fidelity Total Bond ETF

175 hedge funds and large institutions have $1.06B invested in Fidelity Total Bond ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
3.07%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
22
Increased
99
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FP
151
Financial Perspectives
Minnesota
$99.8K +$99.8K +1,878 New
PB
152
Pinnacle Bancorp
Nebraska
$86K +$9.01K +170 +12%
JFA
153
JNBA Financial Advisors
Minnesota
$80K +$80K +1,498 New
GWM
154
Geneos Wealth Management
Colorado
$73K +$73K +1,384 New
PMFA
155
Plante Moran Financial Advisors
Michigan
$65K +$65K +1,225 New
LWP
156
Lumature Wealth Partners
Georgia
$45K +$45K +846 New
AAP
157
Arax Advisory Partners
Colorado
$43K +$21K +393 +96%
SPIA
158
Steward Partners Investment Advisory
New York
$39K +$2.58K +49 +7%
AWM
159
Activest Wealth Management
Florida
$36K
GI
160
Gradient Investments
Minnesota
$26K +$26K +489 New
SMG
161
Spectrum Management Group
Indiana
$26K +$26K +496 New
S
162
SignatureFD
Georgia
$23K
TWA
163
TCI Wealth Advisors
Arizona
$23K +$5.29K +100 +30%
CFA
164
Carroll Financial Associates
North Carolina
$22K +$564 +11 +3%
LWM
165
Liberty Wealth Management
California
$21K +$53 +1 +0.3%
GEA
166
Glen Eagle Advisors
New Jersey
$19.3K
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5K
CWA
168
Clearview Wealth Advisors
Oregon
$10K -$5.9K -115 -37%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$8K +$8K +159 New
Wells Fargo
170
Wells Fargo
California
$7K -$136K -2,409 -95%
GWMIA
171
Global Wealth Management Investment Advisory
Florida
$5K +$5K +90 New
IF
172
Ironwood Financial
Arizona
$4K -$597 -10 -13%
LPWM
173
Lake Point Wealth Management
Texas
$4K
GKWIM
174
Gerber Kawasaki Wealth & Investment Management
California
$3K +$3K +65 New
AIC
175
Archer Investment Corporation
Indiana
$2.5K