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Fidelity Total Bond ETF
FBND

Overview Fund Activity

346 hedge funds and large institutions have $3.84B invested in Fidelity Total Bond ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+24
Holders Change %
+7.45%
% of All Funds
5.52%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.04%
New
57
Increased
199
Reduced
69
Closed
29
Calls
$274K
Puts
–
Net Calls
+$274K
Net Calls Change
-$12K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$131M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$121M
3
BCP
Blue Chip Partners
Michigan
$93.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$90.9M
5
RWM
Ritholtz Wealth Management
New York
$71M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$21.6M
2
PCM
Presidio Capital Management
California
$21.8M
3
AWM
Axxcess Wealth Management
California
$22.7M
4
RT
Rockland Trust
Massachusetts
$1.39M
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
226
Professional Financial Advisors
Nebraska
$858K +$858K +19,694 New
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$843K -$176K -4,048 -17%
CPIA
228
Cornell Pochily Investment Advisors
New York
$841K +$90K +2,067 +12%
ANTB
229
AMG National Trust Bank
Colorado
$827K -$237K -5,450 -22%
ICP
230
Interchange Capital Partners
Pennsylvania
$822K +$65.6K +1,505 +9%
FA
231
FDx Advisors
Illinois
$822K +$65.5K +1,505 +9%
RCG
232
Regatta Capital Group
California
$814K -$66K -1,516 -8%
EH
233
Equitable Holdings
New York
$804K +$204K +4,690 +34%
ERIC
234
Eagle Rock Investment Company
Georgia
$793K +$194K +4,465 +32%
JJBC
235
James J. Burns & Company
New York
$784K -$418K -9,586 -35%
DBRC
236
D.B. Root & Company
Pennsylvania
$685K +$8.19K +188 +1%
FPGK
237
Financial Partners Group (Kansas)
Kansas
$684K +$684K +15,738 New
CFGS
238
Concourse Financial Group Securities
Alabama
$682K -$64.7K -1,480 -9%
JWCA
239
J.W. Cole Advisors
Florida
$676K +$38K +873 +6%
HWMT
240
Heritage Wealth Management (Texas)
Texas
$654K +$7.32K +168 +1%
AFG
241
AFS Financial Group
Maryland
$653K +$653K +14,992 New
LNC
242
Lincoln National Corp
Pennsylvania
$646K -$141K -3,244 -18%
CAG
243
Compass Advisory Group
New York
$623K +$1.61K +37 +0.3%
FFN
244
Focus Financial Network
Minnesota
$616K +$1.4K +32 +0.2%
KOMWMG
245
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$606K +$6.93K +159 +1%
Envestnet Portfolio Solutions
246
Envestnet Portfolio Solutions
Illinois
$598K +$598K +13,717 New
EFS
247
Essex Financial Services
Connecticut
$592K +$117K +2,688 +25%
REMPR
248
Roof Eidam Maycock Peralta (REMP)
California
$586K +$196K +4,494 +50%
RRA
249
Round Rock Advisors
Connecticut
$575K +$70.1K +1,609 +14%
AssetMark Inc
250
AssetMark Inc
California
$571K +$204K +4,679 +56%
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