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Fidelity Total Bond ETF

221 hedge funds and large institutions have $1.4B invested in Fidelity Total Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
Holders Change %
0%
% of All Funds
3.74%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.37%
New
31
Increased
73
Reduced
103
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
176
Curtis Advisory Group
California
$297K -$274K -5,890 -48%
CIC
177
Carnegie Investment Counsel
Ohio
$293K -$121K -2,592 -29%
EIA
178
Eldridge Investment Advisors
New Hampshire
$291K +$291K +6,261 New
JSL
179
JT Stratford LLC
Georgia
$276K +$276K +5,927 New
ERIC
180
Eagle Rock Investment Company
Georgia
$253K -$329K -7,068 -57%
Renaissance Technologies
181
Renaissance Technologies
New York
$251K -$140K -3,010 -36%
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$251K +$210K +4,561 +519%
NPF
183
Norris Perne & French
Michigan
$247K +$1.03K +22 +0.4%
TCM
184
Towercrest Capital Management
Pennsylvania
$247K +$247K +5,300 New
SC
185
Scotia Capital
Ontario, Canada
$245K +$245K +5,271 New
MSCM
186
McElhenny Sheffield Capital Management
Texas
$229K -$25.8K -554 -10%
LI
187
LVZ Inc
Michigan
$224K -$28.9M -620,109 -99%
JWA
188
JFS Wealth Advisors
Pennsylvania
$219K +$219K +4,716 New
Wells Fargo
189
Wells Fargo
California
$191K +$55.3K +1,189 +41%
GRP
190
Global Retirement Partners
California
$178K +$233 +5 +0.1%
KFAA
191
Klaas Financial Asset Advisors
Illinois
$156K -$82.2K -1,763 -35%
PFGIA
192
Patriot Financial Group Insurance Agency
Massachusetts
$102K +$101K +2,159 +8,636%
PO
193
Private Ocean
California
$97K +$97K +2,085 New
GWS
194
Glassman Wealth Services
Virginia
$92K
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$91K +$91K +1,965 New
ODG
196
O'Dell Group
Ohio
$90K
FCA
197
FinTrust Capital Advisors
South Carolina
$89K +$28.6K +599 +47%
FP
198
Financial Perspectives
Minnesota
$87.4K
PB
199
Pinnacle Bancorp
Nebraska
$70K
GWM
200
Geneos Wealth Management
Colorado
$59K