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Fidelity Total Bond ETF

148 hedge funds and large institutions have $750M invested in Fidelity Total Bond ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+21
Holders Change %
+16.54%
% of All Funds
2.63%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
27
Increased
84
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTB
1
Country Trust Bank
Illinois
$141M +$18.6M +342,438 +15%
RWP
2
RWA Wealth Partners
Massachusetts
$61.3M +$2.72M +50,222 +5%
Osaic Holdings
3
Osaic Holdings
Arizona
$48.7M +$1.19M +21,917 +3%
BCI
4
Brinker Capital Investments
Pennsylvania
$36.1M -$47.4K -873 -0.1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$27.1M +$8.67M +159,780 +47%
HNB
6
Huntington National Bank
Ohio
$21.4M -$18.4M
HighTower Advisors
7
HighTower Advisors
Illinois
$19.6M +$108K +1,996 +0.6%
LI
8
LVZ Inc
Michigan
$19.6M +$1.03M +19,051 +6%
CWM
9
CMH Wealth Management
New Hampshire
$18.5M +$331K +6,095 +2%
NNP
10
Nachman Norwood & Parrott
South Carolina
$18.3M +$3.27M +60,162 +22%
SWM
11
Shakespeare Wealth Management
Wisconsin
$16.3M +$2.95M +54,402 +22%
UBS Group
12
UBS Group
Switzerland
$16M +$2.5M +46,008 +18%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$15.9M +$1.37M +25,223 +9%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$15M +$7.49M +138,040 +99%
KAS
15
Kestra Advisory Services
Texas
$14.8M +$3.55M +65,566 +32%
LPL Financial
16
LPL Financial
California
$10.7M +$1.1M +20,364 +11%
PAI
17
Pittenger & Anderson Inc
Nebraska
$10.3M +$1.42M +26,112 +16%
Bank of America
18
Bank of America
North Carolina
$9.46M +$1.79M +32,920 +23%
VC
19
Vicus Capital
Pennsylvania
$9.38M +$271K +5,002 +3%
CAG
20
Compass Advisory Group
New York
$8.04M +$8.04M +148,172 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$7.86M +$1.5M +27,615 +24%
MGWM
22
Marks Group Wealth Management
Minnesota
$7.71M +$7.21M +132,949 +1,462%
CFD
23
Creative Financial Designs
Indiana
$7.13M +$446K +8,223 +7%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$6.6M +$1.88M +34,574 +40%
HAS
25
HBW Advisory Services
California
$5.97M +$4.81M +88,660 +414%