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Fidelity Total Bond ETF

473 hedge funds and large institutions have $7.7B invested in Fidelity Total Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 282 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+8
Holders Change %
+1.72%
% of All Funds
6.88%
Holding in Top 10
96
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.09%
% of All Funds
1.4%
New
57
Increased
282
Reduced
97
Closed
37
Calls
$139K
Puts
$243K
Net Calls
-$104K
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
201
Paragon Advisors
Texas
$3.86M +$316K +7,035 +9%
MG
202
Mather Group
Illinois
$3.78M +$168K +3,707 +5%
VWA
203
Visionary Wealth Advisors
Illinois
$3.74M -$150K -3,343 -4%
RMF
204
Red Mountain Financial
Colorado
$3.61M +$3.61M +80,308 New
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$3.57M -$625K -13,913 -15%
BCI
206
Brinker Capital Investments
Pennsylvania
$3.56M +$305K +6,781 +9%
OPS
207
Orion Portfolio Solutions
Nebraska
$3.56M +$305K +6,781 +9%
SIA
208
Soltis Investment Advisors
Utah
$3.55M +$6.02K +134 +0.2%
MCM
209
Maple Capital Management
Vermont
$3.52M +$3.52M +78,363 New
SOS
210
Silver Oak Securities
Tennessee
$3.48M +$3.64K +81 +0.1%
SF
211
Slagle Financial
Illinois
$3.41M +$127K +2,816 +4%
CWA
212
Clarity Wealth Advisors
California
$3.39M +$245K +5,457 +8%
PCG
213
Prosperity Consulting Group
Maryland
$3.38M +$65.2K +1,451 +2%
Creative Planning
214
Creative Planning
Kansas
$3.37M +$107K +2,380 +3%
ACA
215
Anchor Capital Advisors
Massachusetts
$3.36M -$13.7K -305 -0.4%
PIA
216
Powell Investment Advisors
Florida
$3.35M -$420K -9,311 -11%
FCM
217
Family Capital Management
Michigan
$3.33M -$135K -2,995 -4%
SB
218
Strategic Blueprint
Georgia
$3.29M +$315K +7,002 +11%
CIC
219
Carnegie Investment Counsel
Ohio
$3.26M -$77.5K -1,726 -2%
CIR
220
Clear Investment Research
Georgia
$3.21M +$255K +5,679 +9%
CAM
221
Cozad Asset Management
Illinois
$3.06M +$67.1K +1,493 +2%
DADC
222
D.A. Davidson & Co
Montana
$3.06M +$323K +7,196 +12%
CWP
223
Cyndeo Wealth Partners
Florida
$3.03M +$3.03M +67,452 New
AFG
224
ABLE Financial Group
Arizona
$3.02M +$606K +13,482 +25%
HIS
225
Horizon Investment Services
Indiana
$3.02M +$273K +6,074 +10%