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Fidelity Total Bond ETF

206 hedge funds and large institutions have $1.31B invested in Fidelity Total Bond ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
206
Holders Change
+31
Holders Change %
+17.71%
% of All Funds
3.18%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
53
Increased
85
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CTB
1
Country Trust Bank
Illinois
$228M 4,295,003 +68,982 +2%
Osaic Holdings
2
Osaic Holdings
Arizona
$64.1M 1,209,801 +97,493 +9%
SFA
3
Sequoia Financial Advisors
Ohio
$63.9M 1,205,847 +750,056 +165%
RWP
4
RWA Wealth Partners
Massachusetts
$47.7M 899,186 +44,402 +5%
UBS Group
5
UBS Group
Switzerland
$47.6M 897,990 +21,370 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$46.1M 869,753 +74,950 +9%
SWM
7
Spire Wealth Management
Virginia
$33.1M 623,782 +3,574 +0.6%
LI
8
LVZ Inc
Michigan
$32.2M 607,539 +18,163 +3%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$29.9M 564,662 +564,662 New
Bank of America
10
Bank of America
North Carolina
$29.9M 563,287 +63,330 +13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$25.8M 486,826 +442,822 +1,006%
GC
12
Gratus Capital
Georgia
$24.9M 469,481 +469,481 New
VC
13
Vicus Capital
Pennsylvania
$24.8M 477,012 +94,871 +25%
AWM
14
Affinity Wealth Management
Delaware
$24.7M 475,527 +475,527 New
BBA
15
Braun-Bostich & Associates
Pennsylvania
$24.7M 475,527 +475,527 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$23.3M 439,795 +81,261 +23%
HighTower Advisors
17
HighTower Advisors
Illinois
$22.3M 420,751 +170,691 +68%
HNB
18
Huntington National Bank
Ohio
SWM
19
Shakespeare Wealth Management
Wisconsin
$20.3M 383,055 +14,908 +4%
CWM
20
CMH Wealth Management
New Hampshire
$19.2M 362,345 -2,100 -0.6%
KAS
21
Kestra Advisory Services
Texas
$17.9M 337,067 +9,215 +3%
Morgan Stanley
22
Morgan Stanley
New York
$15.5M 292,755 +14,995 +5%
PAI
23
Pittenger & Anderson Inc
Nebraska
$15M 282,014 +25,158 +10%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$13.4M 252,551 +134,990 +115%
LPL Financial
25
LPL Financial
California
$13.2M 249,881 +52,297 +26%