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Fidelity Total Bond ETF

465 hedge funds and large institutions have $6.13B invested in Fidelity Total Bond ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 268 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+51
Holders Change %
+12.32%
% of All Funds
6.74%
Holding in Top 10
88
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.64%
% of All Funds
1.28%
New
77
Increased
268
Reduced
86
Closed
22
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
176
LongView Wealth Management
Georgia
$4.55M +$1.91M +42,069 +72%
LCC
177
Lincoln Capital Corp
Rhode Island
$4.51M +$313K +6,905 +7%
EP
178
Eudaimonia Partners
Tennessee
$4.49M +$414K +9,148 +10%
CWMU
179
Caliber Wealth Management (Utah)
Utah
$4.4M -$113K -2,494 -3%
ASN
180
Advisory Services Network
Georgia
$4.28M +$819K +18,077 +24%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$4.23M -$1.5M -33,134 -26%
AFG
182
AFS Financial Group
Maryland
$4.12M -$14.7M -324,023 -78%
MWP
183
Madison Wealth Partners
Wisconsin
$4.1M +$1.08M +23,857 +36%
OFG
184
OmniStar Financial Group
North Carolina
$4.08M +$4.08M +90,051 New
SPA
185
Shore Point Advisors
New Jersey
$4.02M +$182K +4,021 +5%
PA
186
PFG Advisors
Arizona
$4.01M +$486K +10,733 +14%
AWE
187
Avidian Wealth Enterprises
Texas
$4M +$4M +88,323 New
WAM
188
WNY Asset Management
New York
$3.97M +$2.61M +57,650 +193%
APWM
189
Atlas Private Wealth Management
New York
$3.93M +$1.5M +33,034 +61%
VWA
190
Visionary Wealth Advisors
Illinois
$3.93M +$20.3K +447 +0.5%
EA
191
Eudaimonia Advisors
Tennessee
$3.84M +$572K +12,616 +17%
PIA
192
Powell Investment Advisors
Florida
$3.8M -$207K -4,548 -5%
CAG
193
Csenge Advisory Group
Florida
$3.77M +$671K +14,807 +22%
WA
194
Waverly Advisors
Alabama
$3.71M +$3.71M +81,963 New
OBWG
195
Onyx Bridge Wealth Group
New York
$3.68M +$3.68M +83,469 New
S
196
Sachetta
Massachusetts
$3.68M
MG
197
Mather Group
Illinois
$3.67M
FHA
198
Flagship Harbor Advisors
Massachusetts
$3.66M +$220K +4,857 +6%
PA
199
Paragon Advisors
Texas
$3.58M -$1.08M -23,936 -23%
SIA
200
Soltis Investment Advisors
Utah
$3.57M -$143K -3,167 -4%