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Fidelity Total Bond ETF

610 hedge funds and large institutions have $15.7B invested in Fidelity Total Bond ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 331 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
8.28%
Holding in Top 10
144
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.5%
% of All Funds
1.96%
New
71
Increased
331
Reduced
169
Closed
44
Calls
$1.61M
Puts
$78K
Net Calls
+$1.53M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
176
Envestnet Portfolio Solutions
Illinois
$9.51M +$101K +2,203 +1%
HCM
177
Hicks Capital Management
Ohio
$9.5M +$9.5M +208,044 New
Truist Financial
178
Truist Financial
North Carolina
$9.43M +$399K +8,739 +4%
OWM
179
Opes Wealth Management
California
$9.4M +$476K +10,418 +5%
CFG
180
Cooper Financial Group
California
$9.39M +$3.46M +75,814 +58%
FFA
181
Farther Finance Advisors
California
$9.38M +$495K +10,825 +6%
SXL
182
Summit X LLC
Missouri
$9.27M -$2.11M -46,158 -19%
SC
183
Steph & Co
Wisconsin
$9.09M -$588K -12,886 -6%
PCIA
184
Prime Capital Investment Advisors
Kansas
$9.07M +$3.53M +77,262 +64%
RWA
185
Rooted Wealth Advisors
Illinois
$9.03M +$946K +20,604 +12%
SDWMA
186
Schneider Downs Wealth Management Advisors
Pennsylvania
$9M +$1.15M +25,233 +15%
S
187
Sachetta
Massachusetts
$8.85M +$748K +16,374 +9%
Stifel Financial
188
Stifel Financial
Missouri
$8.74M +$4.1M +89,787 +88%
FPAS
189
Focus Partners Advisor Solutions
Missouri
$8.64M +$6.88M +150,608 +389%
IWP
190
Insight Wealth Partners
Texas
$8.55M +$135K +2,966 +2%
AI
191
Atria Investments
North Carolina
$8.47M -$996K -21,811 -11%
MW
192
Members Wealth
Pennsylvania
$8.44M -$299K -6,540 -3%
AFG
193
Allegheny Financial Group
Pennsylvania
$8.43M -$1.18M -25,871 -12%
JWCA
194
J.W. Cole Advisors
Florida
$7.99M +$7.15M +156,701 +860%
GIA
195
Gladstone Institutional Advisory
Florida
$7.94M -$496K -10,870 -6%
SFA
196
Sequoia Financial Advisors
Ohio
$7.87M -$1.56M -34,272 -17%
WIP
197
WealthCare Investment Partners
Rhode Island
$7.85M -$942K -21,011 -11%
KWS
198
Keystone Wealth Services
California
$7.83M -$158K -3,469 -2%
CF
199
Cyr Financial
Illinois
$7.83M +$279K +6,111 +4%
DWM
200
Diversify Wealth Management
Utah
$7.8M -$62.1K -1,361 -0.8%