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Fidelity Total Bond ETF

279 hedge funds and large institutions have $2.42B invested in Fidelity Total Bond ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+20
Holders Change %
+7.72%
% of All Funds
4.47%
Holding in Top 10
46
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+48.39%
% of All Funds
0.74%
New
44
Increased
155
Reduced
62
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
201
Traynor Capital Management
Pennsylvania
$625K -$25.7K -558 -4%
RRA
202
Round Rock Advisors
Connecticut
$625K +$46 +1 +0%
CW
203
CreativeOne Wealth
Kansas
$612K +$25.5K +554 +4%
Renaissance Technologies
204
Renaissance Technologies
New York
$567K -$528K -11,476 -48%
KOMWMG
205
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$553K -$12.9K -281 -2%
Citadel Advisors
206
Citadel Advisors
Florida
$547K +$547K +11,902 New
EFL
207
ERn Financial LLC
Wisconsin
$535K +$44K +956 +9%
RA
208
Rise Advisors
New York
$503K -$216K -4,690 -30%
MCA
209
Magnolia Capital Advisors
Mississippi
$489K -$40.1K -871 -8%
KP
210
Keel Point
Alabama
$488K +$10.9K +238 +2%
SS
211
Sunbelt Securities
Texas
$477K +$1.74K +38 +0.4%
CAG
212
Curtis Advisory Group
California
$474K -$93.9K -2,041 -17%
FWP
213
FAS Wealth Partners
Kansas
$473K -$6.3K -137 -1%
FA
214
FDx Advisors
Illinois
$465K
HAIM
215
Hunter Associates Investment Management
Pennsylvania
$459K +$459K +9,984 New
EFS
216
Essex Financial Services
Connecticut
$454K -$6.12K -133 -1%
CIBC World Market
217
CIBC World Market
Ontario, Canada
$446K +$37.3K +812 +9%
CF
218
Centaurus Financial
California
$441K +$7.45K +162 +2%
RCAG
219
Rehmann Capital Advisory Group
Michigan
$426K -$1.79K -39 -0.4%
RFN
220
Redwood Financial Network
Ohio
$418K +$2.9K +63 +0.7%
Millennium Management
221
Millennium Management
New York
$409K +$409K +8,892 New
KWS
222
Keystone Wealth Services
California
$408K +$408K +8,859 New
MG
223
Mather Group
Illinois
$406K
ZIM
224
Zacks Investment Management
Illinois
$405K +$72.9K +1,585 +22%
BCA
225
Bay Colony Advisors
Massachusetts
$402K -$403K -8,807 -50%