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Fidelity Total Bond ETF

121 hedge funds and large institutions have $532M invested in Fidelity Total Bond ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
2.49%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
55
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTB
1
Country Trust Bank
Illinois
$119M -$1.38M -25,576 -1%
BCI
2
Brinker Capital Investments
Pennsylvania
$35.9M +$6.96K +129 +0%
Osaic Holdings
3
Osaic Holdings
Arizona
$33.8M -$34.8M -644,904 -51%
CWG
4
Cornerstone Wealth Group
North Carolina
$27M -$9.96M -184,603 -27%
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$23.2M +$23.2M +430,565 New
HighTower Advisors
6
HighTower Advisors
Illinois
$18.8M +$4.4M +81,550 +31%
RWP
7
RWA Wealth Partners
Massachusetts
$18.4M +$107K +1,990 +0.6%
LI
8
LVZ Inc
Michigan
$17.9M +$616K +11,391 +4%
HNB
9
Huntington National Bank
Ohio
$17.4M -$15.1M
CWM
10
CMH Wealth Management
New Hampshire
$14.3M +$3.01M +55,733 +27%
UBS Group
11
UBS Group
Switzerland
$12.9M -$102K -1,890 -0.8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$12.2M +$2.71M +50,308 +29%
SWM
13
Shakespeare Wealth Management
Wisconsin
$12M +$553K +10,251 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$11.7M +$853K +15,820 +8%
Citadel Advisors
15
Citadel Advisors
Florida
$10.1M -$2.27M -42,093 -18%
VC
16
Vicus Capital
Pennsylvania
$8.35M +$85.8K +1,591 +1%
LPL Financial
17
LPL Financial
California
$8.31M +$772K +14,314 +10%
Bank of America
18
Bank of America
North Carolina
$7.04M -$253K -4,696 -3%
SIA
19
Soltis Investment Advisors
Utah
$6.51M +$1.22M +22,661 +23%
IWA
20
IBEX Wealth Advisors
New Jersey
$5.03M +$57.9K +1,074 +1%
IWP
21
Insight Wealth Partners
Texas
$5M +$395K +7,331 +9%
PAG
22
Private Advisor Group
New Jersey
$4.77M -$255K -4,731 -5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.22M -$36.7K -680 -0.9%
SPA
24
Sentinel Pension Advisors
Massachusetts
$4.04M +$1.46M +26,983 +56%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$3.94M +$11.5K +214 +0.3%