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Fidelity Total Bond ETF

610 hedge funds and large institutions have $15.7B invested in Fidelity Total Bond ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 331 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
8.28%
Holding in Top 10
144
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.5%
% of All Funds
1.96%
New
71
Increased
331
Reduced
169
Closed
44
Calls
$1.61M
Puts
$78K
Net Calls
+$1.53M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$3.71B +$355M +7,778,802 +11%
Morgan Stanley
2
Morgan Stanley
New York
$1.6B -$10.1M -220,653 -0.6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$568M -$18.8M -411,743 -3%
Bank of America
4
Bank of America
North Carolina
$531M +$15.7M +344,958 +3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$467M +$139M +3,037,583 +42%
CTB
6
Country Trust Bank
Illinois
$282M +$8.12M +177,981 +3%
DWM
7
Dynasty Wealth Management
Florida
$273M +$138M +3,029,917 +103%
UBS Group
8
UBS Group
Switzerland
$235M +$4.24M +92,842 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$233M +$22.4M +490,739 +11%
RA
10
RFG Advisory
Alabama
$217M +$20.9M +458,646 +11%
Creative Planning
11
Creative Planning
Kansas
$213M +$175M +3,836,103 +467%
Raymond James Financial
12
Raymond James Financial
Florida
$212M +$11.8M +258,955 +6%
LPL Financial
13
LPL Financial
California
$193M +$39M +854,584 +25%
Osaic Holdings
14
Osaic Holdings
Arizona
$192M +$49.2M +1,077,179 +34%
MG
15
Mather Group
Illinois
$176M +$9.27M +203,096 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$164M +$9.56M +209,346 +6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$152M +$12.9M +282,743 +9%
KAS
18
Kestra Advisory Services
Texas
$151M +$10.5M +230,180 +7%
QWP
19
Quotient Wealth Partners
Texas
$145M +$97.3M +2,131,128 +203%
LWMT
20
Legacy Wealth Management (Tennessee)
Tennessee
$141M +$716K +15,679 +0.5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$140M +$11.7M +257,035 +9%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$122M +$8.28M +181,416 +7%
SWP
23
Sagespring Wealth Partners
Tennessee
$121M +$9.47M +746,666 +8%
BCP
24
Blue Chip Partners
Michigan
$118M +$5.61M +122,887 +5%
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$113M -$6.19M -135,644 -5%