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Fidelity Total Bond ETF

597 hedge funds and large institutions have $14.8B invested in Fidelity Total Bond ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 322 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+76
Holders Change %
+14.59%
% of All Funds
7.95%
Holding in Top 10
128
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.32%
% of All Funds
1.7%
New
117
Increased
322
Reduced
123
Closed
29
Calls
$552K
Puts
$206K
Net Calls
+$346K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
201
Visionary Wealth Advisors
Illinois
$6.75M +$2.48M +55,198 +58%
MAG
202
Mayfair Advisory Group
Alabama
$6.69M -$1.46M -32,597 -18%
BAAM
203
Baker Avenue Asset Management
California
$6.69M +$92.5K +2,061 +1%
PJSIMP
204
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.59M +$320K +7,140 +5%
LIG
205
Lokken Investment Group
Delaware
$6.48M +$841K +18,754 +15%
HA
206
Hofer & Associates
California
$6.41M +$911K +20,307 +17%
PWA
207
Primoris Wealth Advisors
Florida
$6.39M +$36.6K +815 +0.6%
ASN
208
Advisory Services Network
Georgia
$6.34M +$1.08M +24,090 +21%
CWM
209
CMH Wealth Management
New Hampshire
$6.26M +$455K +10,097 +8%
KW
210
Keyvantage Wealth
Pennsylvania
$6.18M +$6.18M +137,793 New
SB
211
Strategic Blueprint
Georgia
$6.16M +$1.17M +26,121 +23%
CWA
212
Clarity Wealth Advisors
California
$6.13M +$1.07M +23,906 +21%
PPW
213
Parcion Private Wealth
Washington
$6.11M +$229K +5,098 +4%
MWP
214
Madison Wealth Partners
Wisconsin
$6.05M +$1.43M +31,777 +31%
AWM
215
Axxcess Wealth Management
California
$5.91M +$3.78M +84,229 +178%
Janney Montgomery Scott
216
Janney Montgomery Scott
Pennsylvania
$5.86M +$790K +17,609 +16%
CFG
217
Cooper Financial Group
California
$5.82M +$303K +6,742 +5%
AIA
218
Accelerate Investment Advisors
California
$5.81M +$392K +8,738 +7%
OFG
219
OmniStar Financial Group
North Carolina
$5.77M +$247K +5,509 +4%
SIM
220
Stratos Investment Management
Ohio
$5.75M +$4.08M +90,949 +244%
ACG
221
Allen Capital Group
Nebraska
$5.66M +$43.4K +967 +0.8%
MCA
222
Magnolia Capital Advisors
Mississippi
$5.54M +$2.3M +51,191 +71%
LWMNY
223
Landmark Wealth Management (New York)
New York
$5.53M +$228K +5,084 +4%
MTWM
224
Masso Torrence Wealth Management
New Jersey
$5.5M +$191K +4,250 +4%
PCIA
225
Prime Capital Investment Advisors
Kansas
$5.45M +$515K +11,486 +10%