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Fidelity Total Bond ETF

610 hedge funds and large institutions have $15.7B invested in Fidelity Total Bond ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 331 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
8.28%
Holding in Top 10
144
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.5%
% of All Funds
1.96%
New
71
Increased
331
Reduced
169
Closed
44
Calls
$1.61M
Puts
$78K
Net Calls
+$1.53M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
LIG
201
Lokken Investment Group
Delaware
$7.57M +$979K +21,438 +15%
LWM
202
LongView Wealth Management
Georgia
$7.51M +$368K +8,058 +5%
TCM
203
TD Capital Management
Tennessee
$7.25M +$2.03M +44,577 +39%
EH
204
Equitable Holdings
New York
$7.15M -$7.16M -156,905 -50%
VWA
205
Visionary Wealth Advisors
Illinois
$7.14M +$272K +5,963 +4%
PA
206
Parallel Advisors
California
$7.09M -$312K -6,834 -4%
SPC
207
Sigma Planning Corp
Michigan
$7.08M -$654K -14,323 -8%
Comerica Bank
208
Comerica Bank
Texas
$7.07M -$117K -2,553 -2%
PJSIMP
209
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.06M +$353K +7,730 +5%
BAAM
210
Baker Avenue Asset Management
California
$7.05M +$246K +5,399 +4%
Jones Financial Companies
211
Jones Financial Companies
Missouri
$7.05M +$2.35M +51,574 +50%
MA
212
Mutual Advisors
Nebraska
$6.93M +$5.15M +113,249 +289%
D
213
Dentgroup
Louisiana
$6.83M -$1.69M -37,117 -20%
TA
214
TrueWealth Advisors
Alabama
$6.83M +$1.61M +35,338 +31%
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$6.74M -$432K -9,453 -6%
CWM
216
Congress Wealth Management
Massachusetts
$6.69M +$6.41M +140,608 +2,312%
HA
217
Hofer & Associates
California
$6.68M +$157K +3,449 +2%
ASN
218
Advisory Services Network
Georgia
$6.67M +$217K +4,746 +3%
CWA
219
Clarity Wealth Advisors
California
$6.62M +$382K +8,371 +6%
AWA
220
Arkadios Wealth Advisors
Georgia
$6.6M +$3.53M +77,287 +115%
OFG
221
OmniStar Financial Group
North Carolina
$6.6M +$716K +15,668 +12%
PPW
222
Parcion Private Wealth
Washington
$6.59M +$374K +8,190 +6%
PWA
223
Primoris Wealth Advisors
Florida
$6.44M -$68.7K -1,506 -1%
CWM
224
CMH Wealth Management
New Hampshire
$6.41M +$65.7K +1,440 +1%
MAG
225
Mayfair Advisory Group
Alabama
$6.31M -$493K -10,798 -7%