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Fidelity Total Bond ETF

175 hedge funds and large institutions have $1.06B invested in Fidelity Total Bond ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
3.07%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
22
Increased
99
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CTB
1
Country Trust Bank
Illinois
$225M 4,226,021 +717,486 +20%
Osaic Holdings
2
Osaic Holdings
Arizona
$59.1M 1,112,308 +96,532 +10%
UBS Group
3
UBS Group
Switzerland
$46.6M 876,620 +140,915 +19%
RWP
4
RWA Wealth Partners
Massachusetts
$45.4M 854,784 +39,089 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$42.2M 794,803 +71,206 +10%
SWM
6
Spire Wealth Management
Virginia
$33M 620,208 +34,333 +6%
LI
7
LVZ Inc
Michigan
$31.3M 589,376 +21,457 +4%
Bank of America
8
Bank of America
North Carolina
$26.6M 499,957 +74,557 +18%
SFA
9
Sequoia Financial Advisors
Ohio
$24.2M 455,791 -690,227 -60%
HNB
10
Huntington National Bank
Ohio
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$21.3M 400,724 +388,340 +3,136%
HI
12
Harbour Investments
Wisconsin
$21M 394,806 +12,881 +3%
VC
13
Vicus Capital
Pennsylvania
$20.3M 382,141 -5,663 -1%
SWM
14
Shakespeare Wealth Management
Wisconsin
$19.6M 368,147 +9,942 +3%
CWM
15
CMH Wealth Management
New Hampshire
$19.4M 364,445 +8,105 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$19M 358,534 +7,862 +2%
KAS
17
Kestra Advisory Services
Texas
$17.4M 327,852 +6,437 +2%
Morgan Stanley
18
Morgan Stanley
New York
$14.8M 277,760 +37,169 +15%
PAI
19
Pittenger & Anderson Inc
Nebraska
$13.6M 256,856 +33,734 +15%
HighTower Advisors
20
HighTower Advisors
Illinois
$13.3M 250,060 -20,071 -7%
WFA
21
WestHill Financial Advisors
California
$12.5M 235,021 +235,021 New
Jane Street
22
Jane Street
New York
$12.1M 228,127 +44,500 +24%
CFD
23
Creative Financial Designs
Indiana
$11.9M 223,769 +92,210 +70%
NRI
24
NFP Retirement Inc
California
$11.8M 222,469 +943 +0.4%
SPA
25
Sentinel Pension Advisors
Massachusetts
$11.6M 219,072 +19,056 +10%