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Fidelity Total Bond ETF

618 hedge funds and large institutions have $15.9B invested in Fidelity Total Bond ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 321 increasing their positions, 198 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
8.29%
Holding in Top 10
135
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.25%
% of All Funds
1.81%
New
64
Increased
321
Reduced
198
Closed
47
Calls
$946K
Puts
Net Calls
+$946K
Net Calls Change
-$587K
Name Holding Trade Value Shares
Change
Shares
Change %
PJSIMP
201
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.13M +$1.06M +23,149 +15%
MAG
202
Mayfair Advisory Group
Alabama
$8.05M +$1.72M +37,477 +27%
DWM
203
Diversify Wealth Management
Utah
$7.95M +$121K +2,650 +2%
WIP
204
WealthCare Investment Partners
Rhode Island
$7.95M -$43.4K -951 -0.5%
GIA
205
Gladstone Institutional Advisory
Florida
$7.88M -$78.4K -1,713 -1%
KWS
206
Keystone Wealth Services
California
$7.85M +$3.39K +74 +0%
OIA
207
OneDigital Investment Advisors
Kansas
$7.58M +$7.58M +165,610 New
TA
208
TrueWealth Advisors
Alabama
$7.56M +$722K +15,776 +11%
GWS
209
Greykasell Wealth Strategies
California
$7.55M +$1.84M +40,267 +32%
PA
210
Parallel Advisors
California
$7.55M +$450K +9,838 +6%
ASN
211
Advisory Services Network
Georgia
$7.5M +$857K +18,823 +13%
TCM
212
TD Capital Management
Tennessee
$7.44M +$176K +3,855 +2%
EH
213
Equitable Holdings
New York
$7.4M +$235K +5,138 +3%
D
214
Dentgroup
Louisiana
$7.3M +$451K +9,861 +7%
OFG
215
OmniStar Financial Group
North Carolina
$7.26M +$663K +14,488 +10%
SPC
216
Sigma Planning Corp
Michigan
$7.2M +$112K +2,452 +2%
MA
217
Mutual Advisors
Nebraska
$7.09M +$140K +3,065 +2%
TWC
218
TD Waterhouse Canada
Ontario, Canada
$7M +$1.73M +37,834 +33%
PPW
219
Parcion Private Wealth
Washington
$6.98M +$380K +8,310 +6%
CWA
220
Clarity Wealth Advisors
California
$6.95M +$310K +6,785 +5%
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$6.86M +$121K +2,642 +2%
CWM
222
CMH Wealth Management
New Hampshire
$6.74M +$296K +6,443 +5%
CWM
223
Congress Wealth Management
Massachusetts
$6.59M -$120K -2,613 -2%
BAAM
224
Baker Avenue Asset Management
California
$6.51M -$555K -12,130 -8%
AIA
225
Accelerate Investment Advisors
California
$6.48M +$373K +8,148 +6%