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Fidelity Total Bond ETF

596 hedge funds and large institutions have $14.8B invested in Fidelity Total Bond ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 321 increasing their positions, 123 reducing their positions, and 29 closing their positions.

Holders
596
Holders Change
+75
Holders Change %
+14.4%
% of All Funds
7.94%
Holding in Top 10
128
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.32%
% of All Funds
1.7%
New
117
Increased
321
Reduced
123
Closed
29
Calls
$552K
Puts
$206K
Net Calls
+$346K
Net Calls Change
+$210K
Name Market Value Shares Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$3.29B 73,383,975 +68,916,062 +1,542%
Morgan Stanley
2
Morgan Stanley
New York
$1.58B 35,169,747 +7,119,356 +25%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$850M 18,955 -270 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$577M 12,865,154 +261,006 +2%
Bank of America
5
Bank of America
North Carolina
$507M 11,296,969 +879,260 +8%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$323M 7,194,319 +2,024,839 +39%
CTB
7
Country Trust Bank
Illinois
$269M 5,991,275 +31,173 +0.5%
UBS Group
8
UBS Group
Switzerland
$227M 5,050,176 +269,476 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$207M 4,606,970 +123,625 +3%
Raymond James Financial
10
Raymond James Financial
Florida
$196M 4,378,020 +4,378,020 New
RA
11
RFG Advisory
Alabama
$193M 4,293,510 +250,764 +6%
MG
12
Mather Group
Illinois
$164M 3,651,935 +106,953 +3%
LPL Financial
13
LPL Financial
California
$152M 3,379,362 +594,986 +21%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$151M 3,374,879 +1,277,575 +61%
Osaic Holdings
15
Osaic Holdings
Arizona
$140M 3,125,373 +123,087 +4%
KAS
16
Kestra Advisory Services
Texas
$139M 3,072,896 +203,399 +7%
LWMT
17
Legacy Wealth Management (Tennessee)
Tennessee
$138M 3,080,887 +143,631 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$137M 3,049,607 +670,465 +28%
DWM
19
Dynasty Wealth Management
Florida
$132M 2,940,413 +1,725,938 +142%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$126M 2,804,806 +996,035 +55%
FMWA
21
Forvis Mazars Wealth Advisors
Missouri
$117M 2,614,666 +91,090 +4%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$112M 2,493,627 +334,597 +15%
BCP
23
Blue Chip Partners
Michigan
$110M 2,456,424 -40,440 -2%
CAL
24
Capital Analysts LLC
Pennsylvania
$88.4M 1,970,788 +68,059 +4%
SWP
25
Sagespring Wealth Partners
Tennessee
$86M 8,809,902 +8,809,902 New