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Fidelity Total Bond ETF

221 hedge funds and large institutions have $1.56B invested in Fidelity Total Bond ETF in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
3.5%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.41%
New
37
Increased
90
Reduced
82
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
176
Octavia Wealth Advisors
Ohio
$323K +$323K +6,475 New
Stifel Financial
177
Stifel Financial
Missouri
$307K +$64.1K +1,290 +26%
JIC
178
JRM Investment Counsel
Nebraska
$300K -$73.4K -1,474 -20%
BRWM
179
B. Riley Wealth Management
Tennessee
$299K +$25.5K +512 +9%
RF
180
Rollins Financial
Georgia
$283K -$127K -2,544 -31%
MSCM
181
McElhenny Sheffield Capital Management
Texas
$273K -$3.04K -61 -1%
Bank of New York Mellon
182
Bank of New York Mellon
New York
$263K -$93K -1,870 -26%
NPF
183
Norris Perne & French
Michigan
$263K +$24.9K +500 +10%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$263K +$69.1K +1,390 +36%
KFAA
185
Klaas Financial Asset Advisors
Illinois
$254K -$109K -2,189 -30%
KLI
186
Kelman-Lazarov Inc
Tennessee
$254K +$4.03K +81 +2%
IWC
187
Integrated Wealth Concepts
Massachusetts
$243K -$41K -824 -14%
PAS
188
Park Avenue Securities
New York
$216K +$216K +4,333 New
AWA
189
Arete Wealth Advisors
Illinois
$210K
ZIM
190
Zacks Investment Management
Illinois
$209K -$128K -2,576 -38%
GIP
191
Greatmark Investment Partners
Georgia
$207K
GRP
192
Global Retirement Partners
California
$183K +$183K +3,822 New
Wells Fargo
193
Wells Fargo
California
$145K +$125K +2,511 +617%
GWS
194
Glassman Wealth Services
Virginia
$99K +$99K +1,985 New
ODG
195
O'Dell Group
Ohio
$96K +$96K +1,924 New
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$94.6K +$94.6K +1,900 New
FP
197
Financial Perspectives
Minnesota
$93.5K
AWM
198
Avior Wealth Management
Nebraska
$76K -$46.5K -943 -38%
PB
199
Pinnacle Bancorp
Nebraska
$75K
AAP
200
Arax Advisory Partners
Colorado
$74K +$11.6K +234 +19%