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Fidelity Total Bond ETF

322 hedge funds and large institutions have $2.96B invested in Fidelity Total Bond ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+43
Holders Change %
+15.41%
% of All Funds
5.08%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.8%
New
58
Increased
172
Reduced
75
Closed
14
Calls
$286K
Puts
Net Calls
+$286K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Shares
Change %
CAAS
201
Capital Asset Advisory Services
Michigan
$1.02M +$74.5K +1,638 +8%
BFA
202
Beaumont Financial Advisors
Massachusetts
$955K
Susquehanna International Group
203
Susquehanna International Group
Pennsylvania
$936K +$715K +15,738 +323%
RCG
204
Regatta Capital Group
California
$918K +$177K +3,887 +24%
FUBT
205
First United Bank & Trust
Maryland
$906K -$29.4K -647 -3%
AAS
206
Ameritas Advisory Services
Nebraska
$883K -$9.96M -222,404 -92%
CW
207
CreativeOne Wealth
Kansas
$870K +$266K +5,858 +44%
BFA
208
Buttonwood Financial Advisors
Maryland
$848K +$848K +18,660 New
LNC
209
Lincoln National Corp
Pennsylvania
$821K +$157K +3,446 +24%
PAS
210
Park Avenue Securities
New York
$791K -$12.5K -276 -2%
ICP
211
Interchange Capital Partners
Pennsylvania
$789K -$395K -8,696 -33%
FA
212
FDx Advisors
Illinois
$789K +$319K +7,033 +68%
MG
213
Mather Group
Illinois
$789K +$388K +8,539 +97%
CPIA
214
Cornell Pochily Investment Advisors
New York
$783K -$27.1K -596 -3%
CFGS
215
Concourse Financial Group Securities
Alabama
$779K +$8.21K +180 +1%
DBRC
216
D.B. Root & Company
Pennsylvania
$706K +$76.3K +1,679 +12%
RIA
217
Regal Investment Advisors
Michigan
$697K +$5.41K +119 +0.8%
HWMT
218
Heritage Wealth Management (Texas)
Texas
$674K +$1.32K +29 +0.2%
JWCA
219
J.W. Cole Advisors
Florida
$665K -$16K -352 -2%
CAG
220
Compass Advisory Group
New York
$648K +$1.5K +33 +0.2%
FFN
221
Focus Financial Network
Minnesota
$641K -$25K -549 -4%
SS
222
Sunbelt Securities
Texas
$636K +$162K +3,568 +34%
BCA
223
Bay Colony Advisors
Massachusetts
$629K +$230K +5,060 +58%
EH
224
Equitable Holdings
New York
$625K +$376K +8,270 +150%
ERIC
225
Eagle Rock Investment Company
Georgia
$625K -$2.46K -54 -0.4%