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Fidelity Total Bond ETF

653 hedge funds and large institutions have $17.4B invested in Fidelity Total Bond ETF in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 403 increasing their positions, 139 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $2.38M | Put options by funds: $462K

190% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 139

116% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 32

9% more capital invested

Capital invested by funds: $16B → $17.4B (+$1.45B)

9% more funds holding in top 10

Funds holding in top 10: 135147 (+12)

5% more funds holding

Funds holding: 623653 (+30)

0.69% less ownership

Funds ownership: 85.46%84.77% (-0.69%)

Holders
653
Holders Change
+30
Holders Change %
+4.82%
% of All Funds
8.57%
Holding in Top 10
147
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+8.89%
% of All Funds
1.93%
New
69
Increased
403
Reduced
139
Closed
32
Calls
$2.38M
Puts
$462K
Net Calls
+$1.92M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.14B +$156M +3,390,440 +4%
Morgan Stanley
2
Morgan Stanley
New York
$1.38B +$34.6M +754,534 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$603M +$27.7M +602,457 +5%
Bank of America
4
Bank of America
North Carolina
$599M +$31.4M +683,930 +6%
JP Morgan Chase
5
JP Morgan Chase
New York
$425M +$20.5M +445,810 +5%
LPL Financial
6
LPL Financial
California
$347M +$87.2M +1,898,489 +34%
DWM
7
Dynasty Wealth Management
Florida
$308M +$36.1M +786,693 +13%
CTB
8
Country Trust Bank
Illinois
$290M +$3.95M +86,070 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$289M +$27.2M +591,553 +10%
UBS Group
10
UBS Group
Switzerland
$261M +$18.9M +410,781 +8%
Raymond James Financial
11
Raymond James Financial
Florida
$233M +$19.4M +423,045 +9%
Osaic Holdings
12
Osaic Holdings
Arizona
$206M +$11.8M +256,100 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$202M +$34.6M +752,861 +21%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$188M +$80.6M +1,755,652 +76%
MG
15
Mather Group
Illinois
$185M +$7.37M +160,591 +4%
RWM
16
Ritholtz Wealth Management
New York
$175M +$7.66M +166,900 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$169M -$10.2M -221,613 -6%
QWP
18
Quotient Wealth Partners
Texas
$162M +$9.76M +212,582 +6%
SWA
19
Sax Wealth Advisors
New Jersey
$158M +$35M +762,741 +29%
KAS
20
Kestra Advisory Services
Texas
$150M -$5.35M -116,484 -3%
LWMT
21
Legacy Wealth Management (Tennessee)
Tennessee
$150M +$6.97M +151,905 +5%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$138M +$37.5M +816,419 +38%
SWP
23
Sagespring Wealth Partners
Tennessee
$137M +$6.25M +136,223 +1%
CAL
24
Capital Analysts LLC
Pennsylvania
$129M +$15.8M +344,665 +14%
BCP
25
Blue Chip Partners
Michigan
$126M +$4.21M +91,723 +3%