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Fidelity Total Bond ETF

521 hedge funds and large institutions have $9.46B invested in Fidelity Total Bond ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 309 increasing their positions, 100 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+48
Holders Change %
+10.15%
% of All Funds
7.54%
Holding in Top 10
111
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.63%
% of All Funds
1.61%
New
79
Increased
309
Reduced
100
Closed
20
Calls
$206K
Puts
$70K
Net Calls
+$136K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Shares
Change %
WN
151
Williams & Novak
California
$9.1M +$3.91M +83,675 +75%
NIWA
152
New Insight Wealth Advisors
California
$8.9M +$1.47M +31,471 +20%
KWS
153
Keystone Wealth Services
California
$8.86M +$149K +3,191 +2%
EH
154
Equitable Holdings
New York
$8.69M +$4.28M +91,590 +97%
CF
155
Centaurus Financial
California
$8.68M +$116K +2,485 +1%
OWM
156
Opes Wealth Management
California
$8.63M +$117K +2,497 +1%
WIA
157
World Investment Advisors
California
$8.62M +$1.62M +34,682 +23%
UWM
158
USAdvisors Wealth Management
Minnesota
$8.62M +$108K +2,303 +1%
LW
159
Linscomb Wealth
Texas
$8.58M +$640K +13,686 +8%
MAG
160
Mayfair Advisory Group
Alabama
$8.41M +$558K +12,055 +7%
Envestnet Portfolio Solutions
161
Envestnet Portfolio Solutions
Illinois
$8.36M +$977K +20,899 +13%
AI
162
Atria Investments
North Carolina
$8.15M -$148K -3,174 -2%
WG
163
Watchman Group
Texas
$8.13M +$10K +214 +0.1%
PAG
164
Private Advisor Group
New Jersey
$8M -$775K -16,573 -9%
DWM
165
Diversify Wealth Management
Utah
$7.8M +$1.08M +23,514 +16%
VA
166
Valmark Advisers
Ohio
$7.75M -$354K -7,583 -4%
IWP
167
Insight Wealth Partners
Texas
$7.74M +$489K +10,470 +7%
SPC
168
Sigma Planning Corp
Michigan
$7.61M +$1.06M +22,667 +16%
S
169
Sachetta
Massachusetts
$7.4M +$555K +11,869 +8%
OBWG
170
Onyx Bridge Wealth Group
New York
$7.32M +$1.41M +30,177 +24%
CWM
171
Cornerstone Wealth Management
Missouri
$7.29M +$98.7K +2,111 +1%
RWA
172
Rooted Wealth Advisors
Illinois
$7.29M -$10.6M -228,721 -59%
FH
173
FWG Holdings
Florida
$7.05M +$7.05M +154,472 New
PA
174
Parallel Advisors
California
$7M +$577K +12,337 +9%
CF
175
Cyr Financial
Illinois
$6.99M +$6.99M +149,612 New