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Fidelity Total Bond ETF
FBND

Overview Fund Activity

465 hedge funds and large institutions have $6.13B invested in Fidelity Total Bond ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 268 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+51
Holders Change %
+12.32%
% of All Funds
6.74%
Holding in Top 10
88
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.64%
% of All Funds
1.28%
New
77
Increased
268
Reduced
86
Closed
22
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$71.8M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$61.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.1M
4
RA
RFG Advisory
Alabama
+$49.5M
5
CTB
Country Trust Bank
Illinois
+$40.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$47.3M
2
Jane Street
Jane Street
New York
-$35.4M
3
HNB
Huntington National Bank
Ohio
-$25.3M
4
AWM
Axxcess Wealth Management
California
-$21.6M
5
AFG
AFS Financial Group
Maryland
-$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
226
&Partners
Tennessee
$2.56M +$904K +19,971 +55%
SWA
227
Sax Wealth Advisors
New Jersey
$2.55M +$2.55M +56,372 New
CPCM
228
Cardinal Point Capital Management
Ontario, Canada
$2.55M +$399K +8,785 +19%
SWM
229
SilverOak Wealth Management
Minnesota
$2.54M +$489K +10,790 +24%
GIA
230
Gladstone Institutional Advisory
Florida
$2.45M +$339K +7,486 +16%
EWM
231
Executive Wealth Management
Michigan
$2.45M +$2.45M +54,414 New
AFG
232
ABLE Financial Group
Arizona
$2.44M +$225K +4,958 +10%
LFA
233
Legacy Financial Advisors
Kentucky
$2.39M -$20.1K -444 -0.8%
Brown Advisory
234
Brown Advisory
Maryland
$2.37M – – –
PGFC
235
Peapack-Gladstone Financial Corp
New Jersey
$2.35M – – –
Stifel Financial
236
Stifel Financial
Missouri
$2.32M +$1.5M +33,121 +183%
FW
237
FirstPurpose Wealth
Utah
$2.28M +$119K +2,676 +6%
GAM
238
Gotham Asset Management
New York
$2.27M +$127K +2,809 +6%
IF
239
IRON Financial
Illinois
$2.26M +$21.4K +472 +1%
EPWM
240
Essex Private Wealth Management
Massachusetts
$2.22M +$131K +2,891 +6%
RFN
241
RDA Financial Network
Iowa
$2.17M +$8.29K +183 +0.4%
AP
242
Agilis Partners
Massachusetts
$2.16M – – –
BSB
243
Bangor Savings Bank
Maine
$2.16M – – –
CWA
244
Canvas Wealth Advisors
Kansas
$2.1M +$2.1M +47,325 New
CP
245
Capital Planning
Washington
$2.05M +$87.4K +1,922 +4%
CSWM
246
Cassady Schiller Wealth Management
Ohio
$2.01M -$94.2K -2,078 -4%
DP
247
Denver PWM
Colorado
$2.01M +$2.01M +44,685 New
SWA
248
Stratos Wealth Advisors
Ohio
$1.95M +$185K +4,073 +10%
REMPR
249
Roof Eidam Maycock Peralta (REMP)
California
$1.94M +$286K +6,312 +17%
AWM
250
Axxcess Wealth Management
California
$1.89M -$21.6M -477,232 -92%
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