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Fidelity Total Bond ETF

279 hedge funds and large institutions have $2.42B invested in Fidelity Total Bond ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+20
Holders Change %
+7.72%
% of All Funds
4.47%
Holding in Top 10
46
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+48.39%
% of All Funds
0.74%
New
44
Increased
155
Reduced
62
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ANTB
176
AMG National Trust Bank
Colorado
$1.16M -$460 -10 -0%
FSWA
177
Financial Synergies Wealth Advisors
Texas
$1.09M +$4K +87 +0.4%
BMCM
178
Burns Matteson Capital Management
New York
$1.08M +$508K +11,054 +89%
OIA
179
OneDigital Investment Advisors
Kansas
$997K +$997K +21,668 New
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$976K +$84.1K +1,830 +9%
CIR
181
Clear Investment Research
Georgia
$975K +$583K +12,665 +148%
CAAS
182
Capital Asset Advisory Services
Michigan
$956K +$40.2K +874 +4%
BFA
183
Beaumont Financial Advisors
Massachusetts
$955K -$19.9K -433 -2%
FUBT
184
First United Bank & Trust
Maryland
$947K -$110K -2,386 -10%
AWM
185
AE Wealth Management
Kansas
$875K +$44.2K +961 +5%
CPIA
186
Cornell Pochily Investment Advisors
New York
$820K +$12.3K +267 +2%
PAS
187
Park Avenue Securities
New York
$814K +$364K +7,913 +81%
WA
188
Wambolt & Associates
Colorado
$788K +$788K +17,039 New
CFGS
189
Concourse Financial Group Securities
Alabama
$780K +$35K +759 +5%
RCG
190
Regatta Capital Group
California
$735K
SWA
191
Stratos Wealth Advisors
Ohio
$720K -$265K -5,751 -27%
RIA
192
Regal Investment Advisors
Michigan
$701K +$701K +15,233 New
JWCA
193
J.W. Cole Advisors
Florida
$690K -$366K -7,958 -35%
HWMT
194
Heritage Wealth Management (Texas)
Texas
$681K +$6.67K +145 +1%
FFN
195
Focus Financial Network
Minnesota
$674K +$674K +14,605 New
LNC
196
Lincoln National Corp
Pennsylvania
$673K -$423K -9,190 -39%
CAG
197
Compass Advisory Group
New York
$655K -$13.6K -296 -2%
Wells Fargo
198
Wells Fargo
California
$641K +$263K +5,718 +70%
DBRC
199
D.B. Root & Company
Pennsylvania
$638K +$30.3K +659 +5%
ERIC
200
Eagle Rock Investment Company
Georgia
$635K +$118K +2,565 +23%