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Fidelity Total Bond ETF

465 hedge funds and large institutions have $6.13B invested in Fidelity Total Bond ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 268 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+51
Holders Change %
+12.32%
% of All Funds
6.74%
Holding in Top 10
88
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.64%
% of All Funds
1.28%
New
77
Increased
268
Reduced
86
Closed
22
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
EH
201
Equitable Holdings
New York
$3.52M +$328K +7,236 +10%
RWP
202
RWA Wealth Partners
Massachusetts
$3.51M -$259K -5,720 -7%
SOS
203
Silver Oak Securities
Tennessee
$3.5M -$1.87M -41,264 -35%
FCM
204
Family Capital Management
Michigan
$3.5M -$101K -2,240 -3%
ACA
205
Anchor Capital Advisors
Massachusetts
$3.41M +$64.7K +1,428 +2%
CIC
206
Carnegie Investment Counsel
Ohio
$3.37M +$157K +3,458 +5%
TCM
207
TD Capital Management
Tennessee
$3.36M +$2.65M +58,474 +372%
PCG
208
Prosperity Consulting Group
Maryland
$3.34M +$2.72M +60,039 +439%
SF
209
Slagle Financial
Illinois
$3.31M -$3.14M -69,256 -49%
Creative Planning
210
Creative Planning
Kansas
$3.29M -$28K -617 -0.8%
BCI
211
Brinker Capital Investments
Pennsylvania
$3.28M +$1.55M +34,112 +89%
OPS
212
Orion Portfolio Solutions
Nebraska
$3.28M +$1.55M +34,112 +89%
CWA
213
Clarity Wealth Advisors
California
$3.17M +$825K +18,208 +35%
FPAS
214
Focus Partners Advisor Solutions
Missouri
$3.07M -$180K -3,983 -6%
CAM
215
Cozad Asset Management
Illinois
$3.02M +$272K +5,995 +10%
SB
216
Strategic Blueprint
Georgia
$3M +$1.98M +43,594 +192%
CIR
217
Clear Investment Research
Georgia
$2.98M +$1.33M +29,459 +81%
LS
218
Leelyn Smith
Illinois
$2.85M -$121K -2,661 -4%
FFWA
219
Forthright Family Wealth Advisory
Texas
$2.81M -$73.8K -1,628 -3%
AF
220
Advisornet Financial
Minnesota
$2.81M +$405K +8,941 +17%
CA
221
Crumly & Associates
Illinois
$2.81M -$61.3K -1,353 -2%
HIS
222
Horizon Investment Services
Indiana
$2.77M +$167K +3,688 +6%
DADC
223
D.A. Davidson & Co
Montana
$2.76M +$1.5M +33,214 +120%
FUBT
224
First United Bank & Trust
Maryland
$2.57M +$402K +8,881 +19%
OWA
225
Opal Wealth Advisors
New York
$2.56M +$968K +21,362 +61%