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Fidelity Total Bond ETF

127 hedge funds and large institutions have $619M invested in Fidelity Total Bond ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
2.57%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
20
Increased
69
Reduced
19
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTB
1
Country Trust Bank
Illinois
$124M +$3.01M +55,107 +2%
RWP
2
RWA Wealth Partners
Massachusetts
$59M +$40.3M +737,773 +216%
Osaic Holdings
3
Osaic Holdings
Arizona
$47.8M +$13.6M +248,356 +40%
BCI
4
Brinker Capital Investments
Pennsylvania
$36.4M
HighTower Advisors
5
HighTower Advisors
Illinois
$19.7M +$633K +11,592 +3%
LI
6
LVZ Inc
Michigan
$18.7M +$605K +11,072 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$18.5M +$6.69M +122,405 +56%
HNB
8
Huntington National Bank
Ohio
$18.4M -$17.4M
CWM
9
CMH Wealth Management
New Hampshire
$18.3M +$3.85M +70,414 +27%
NNP
10
Nachman Norwood & Parrott
South Carolina
$15.1M +$13.4M +244,320 +766%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$14.6M +$2.28M +41,784 +18%
UBS Group
12
UBS Group
Switzerland
$13.6M +$521K +9,539 +4%
SWM
13
Shakespeare Wealth Management
Wisconsin
$13.5M +$1.33M +24,381 +11%
KAS
14
Kestra Advisory Services
Texas
$11.3M +$11.3M +207,113 New
LPL Financial
15
LPL Financial
California
$9.71M +$1.28M +23,512 +15%
VC
16
Vicus Capital
Pennsylvania
$9.17M +$706K +12,927 +8%
PAI
17
Pittenger & Anderson Inc
Nebraska
$8.99M +$6.86M +125,606 +324%
Bank of America
18
Bank of America
North Carolina
$7.73M +$596K +10,906 +8%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$7.59M -$15.9M -291,633 -68%
CFD
20
Creative Financial Designs
Indiana
$6.74M +$6.74M +123,253 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$6.41M +$2.41M +44,165 +60%
SIA
22
Soltis Investment Advisors
Utah
$5.84M -$762K -13,944 -12%
PAG
23
Private Advisor Group
New Jersey
$5.15M +$321K +5,876 +7%
IWA
24
IBEX Wealth Advisors
New Jersey
$5.05M -$43.6K -797 -0.9%
Morgan Stanley
25
Morgan Stanley
New York
$4.97M +$2.5M +45,818 +101%