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Fidelity Total Bond ETF

322 hedge funds and large institutions have $2.96B invested in Fidelity Total Bond ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 75 reducing their positions, and 14 closing their positions.

Holders
322
Holders Change
+43
Holders Change %
+15.41%
% of All Funds
5.08%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.8%
New
58
Increased
172
Reduced
75
Closed
14
Calls
$286K
Puts
Net Calls
+$286K
Net Calls Change
+$286K
Name Market Value Shares Shares
Change
Shares
Change %
CTB
1
Country Trust Bank
Illinois
$214M 4,705,513 -72,842 -2%
Bank of America
2
Bank of America
North Carolina
$201M 4,429,773 +1,348,528 +44%
RA
3
RFG Advisory
Alabama
$121M 2,657,255 +328,795 +14%
Osaic Holdings
4
Osaic Holdings
Arizona
$103M 2,274,808 +211,846 +10%
UBS Group
5
UBS Group
Switzerland
$100M 2,204,878 +639,229 +41%
KIG
6
Kowal Investment Group
Wisconsin
$90.7M 1,997,662 +162,299 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$88.4M 1,946,985 +553,723 +40%
SFA
8
Sequoia Financial Advisors
Ohio
$87.8M 1,933,992 +75,139 +4%
BAAM
9
Baker Avenue Asset Management
California
$79.3M 1,746,961 +51,072 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$67.3M 1,482,324 +925,547 +166%
CAL
11
Capital Analysts LLC
Pennsylvania
$64.4M 1,417,982 +60,506 +4%
LPL Financial
12
LPL Financial
California
$50.2M 1,106,063 +230,508 +26%
Jane Street
13
Jane Street
New York
$48.1M 1,058,901 +1,058,901 New
MML Investors Services
14
MML Investors Services
Massachusetts
$46M 1,013,405 +36,395 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$37M 815,581 +273,891 +51%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$36.8M 809,892 +345,123 +74%
KAS
17
Kestra Advisory Services
Texas
$31.3M 690,107 +122,395 +22%
AWM
18
Axxcess Wealth Management
California
$30.1M 661,898 +43,879 +7%
PCM
19
Presidio Capital Management
California
$30M 660,216 +41,387 +7%
VC
20
Vicus Capital
Pennsylvania
$29M 639,328 -31,938 -5%
MSWM
21
McGlone Suttner Wealth Management
Wisconsin
$28.9M 635,629 +90,859 +17%
SWM
22
Spire Wealth Management
Virginia
$27.4M 602,910 +30,168 +5%
RJA
23
Raymond James & Associates
Florida
$24.9M 547,536 +24,343 +5%
WFA
24
WestHill Financial Advisors
California
$24.7M 543,842 +9,591 +2%
Morgan Stanley
25
Morgan Stanley
New York
$24.3M 535,007 +166,783 +45%