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Fidelity Total Bond ETF

473 hedge funds and large institutions have $7.7B invested in Fidelity Total Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 282 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+8
Holders Change %
+1.72%
% of All Funds
6.88%
Holding in Top 10
96
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.09%
% of All Funds
1.4%
New
57
Increased
282
Reduced
97
Closed
37
Calls
$139K
Puts
$243K
Net Calls
-$104K
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Shares
Change %
ACG
176
Allen Capital Group
Nebraska
$5.58M -$254K -5,664 -4%
HA
177
Hofer & Associates
California
$5.46M +$108K +2,411 +2%
FA
178
Fermata Advisors
California
$5.4M -$14.9M -331,399 -73%
MTWM
179
Masso Torrence Wealth Management
New Jersey
$5.27M +$320K +7,112 +6%
ASN
180
Advisory Services Network
Georgia
$5.26M +$1.02M +22,750 +24%
LIG
181
Lokken Investment Group
Delaware
$5.26M +$678K +15,099 +15%
OFP
182
OLIO Financial Planning
Virginia
$5.16M
D
183
Dentgroup
Louisiana
$5.13M +$5.13M +114,136 New
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$5.04M +$138K +3,072 +3%
ST
185
Spinnaker Trust
Maine
$5.01M +$142K +3,160 +3%
WN
186
Williams & Novak
California
$4.98M +$3.65M +81,143 +272%
SFS
187
Sowell Financial Services
Arkansas
$4.89M -$553K -12,255 -10%
Comerica Bank
188
Comerica Bank
Texas
$4.82M +$3.02M +67,312 +168%
LCC
189
Lincoln Capital Corp
Rhode Island
$4.82M +$343K +7,635 +8%
WAM
190
WNY Asset Management
New York
$4.79M +$852K +18,969 +22%
LWM
191
LongView Wealth Management
Georgia
$4.7M +$187K +4,164 +4%
OFG
192
OmniStar Financial Group
North Carolina
$4.49M +$442K +9,837 +11%
TWC
193
TD Waterhouse Canada
Ontario, Canada
$4.49M -$193K -4,314 -4%
AWE
194
Avidian Wealth Enterprises
Texas
$4.44M +$469K +10,446 +12%
MWP
195
Madison Wealth Partners
Wisconsin
$4.43M +$365K +8,129 +9%
WA
196
Waverly Advisors
Alabama
$4.34M +$658K +14,637 +18%
PCIA
197
Prime Capital Investment Advisors
Kansas
$4.3M +$4.3M +95,758 New
EH
198
Equitable Holdings
New York
$4.24M +$756K +16,823 +22%
TCM
199
TD Capital Management
Tennessee
$4.22M +$892K +19,843 +27%
MWA
200
Merkkuri Wealth Advisors
New York
$4M +$4M +89,054 New