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Fidelity Total Bond ETF

221 hedge funds and large institutions have $1.4B invested in Fidelity Total Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
Holders Change %
0%
% of All Funds
3.74%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.37%
New
31
Increased
73
Reduced
103
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
201
Arax Advisory Partners
Colorado
$58K -$11K -239 -16%
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47K
AWM
203
Activest Wealth Management
Florida
$41K +$94 +2 +0.2%
LWP
204
Lumature Wealth Partners
Georgia
$39K
SPIA
205
Steward Partners Investment Advisory
New York
$32K -$4.06K -87 -11%
LFG
206
Larson Financial Group
Missouri
$20K +$93 +2 +0.5%
MHR
207
Matthew Hamilton Rosenberg
$19K +$19K +395 New
1IA
208
1834 Investment Advisors
Wisconsin
$17K +$17K +368 New
AssetMark Inc
209
AssetMark Inc
California
$17K +$17K +370 New
GEA
210
Glen Eagle Advisors
New Jersey
$16.9K
TWA
211
TCI Wealth Advisors
Arizona
$16K
AWM
212
Avior Wealth Management
Nebraska
$14K -$54.1K -1,224 -79%
CWP
213
Concord Wealth Partners
Virginia
$10K +$93 +2 +0.9%
ZIG
214
Zullo Investment Group
Pennsylvania
$9K
PTC
215
Private Trust Company
Ohio
$5K +$5K +100 New
LPWM
216
Lake Point Wealth Management
Texas
$3K
AIC
217
Archer Investment Corporation
Indiana
$1.26K -$930 -20 -43%
CA
218
CoreCap Advisors
Michigan
$1K +$1K +20 New
BRWM
219
B. Riley Wealth Management
Tennessee
$451 +$171 +3,682 +61%
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$271 +$19 +392 +7%
PP
221
PFS Partners
New Jersey
$94
AWM
222
Affinity Wealth Management
Delaware
-$23.2M -475,816 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
223
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$12.4M -250,000 Closed
FPOC
224
Financial Planners of Cleveland
Ohio
-$10.1M -201,990 Closed
LWMNY
225
Landmark Wealth Management (New York)
New York
-$4.76M -187,556 Closed