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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
+$127M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$121M
3
BCP
Blue Chip Partners
Michigan
+$92.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$90.6M
5
RWM
Ritholtz Wealth Management
New York
+$71M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$19.1M
2
PCM
Presidio Capital Management
California
-$6.92M
3
AWM
Axxcess Wealth Management
California
-$6.15M
4
RT
Rockland Trust
Massachusetts
-$5.51M
5
OMC
Old Mission Capital
Illinois
-$5.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPF
251
Norris Perne & French
Michigan
$567K +$148K +3,395 +35%
SS
252
Sunbelt Securities
Texas
$561K -$49.1K -1,128 -8%
WW
253
Waterfront Wealth
Kansas
$552K +$552K +12,876 New
TCM
254
Traynor Capital Management
Pennsylvania
$550K +$15.8K +363 +3%
Stifel Financial
255
Stifel Financial
Missouri
$549K +$300K +6,880 +120%
BCA
256
Bay Colony Advisors
Massachusetts
$538K -$64.9K -1,489 -11%
CTA
257
Chesley Taft & Associates
Illinois
$534K +$534K +12,250 New
PAS
258
Park Avenue Securities
New York
$518K -$240K -5,514 -32%
EFL
259
ERn Financial LLC
Wisconsin
$506K +$3.88K +89 +0.8%
PFG
260
Prosperity Financial Group
California
$505K +$505K +11,594 New
KP
261
Keel Point
Alabama
$497K +$64.4K +1,478 +15%
YWS
262
Yarger Wealth Strategies
Ohio
$491K +$2.66K +61 +0.5%
WP
263
Wealthspan Partners
Iowa
$483K +$483K +11,094 New
IWS
264
Insight Wealth Strategies
California
$483K +$9.58K +220 +2%
RA
265
Rise Advisors
New York
$464K -$15.2K -349 -3%
ZIM
266
Zacks Investment Management
Illinois
$453K -$553K -12,704 -55%
FWP
267
FAS Wealth Partners
Kansas
$447K -$57.8K -1,328 -11%
HR
268
Hardy Reed
Mississippi
$442K +$442K +10,137 New
Corient Private Wealth
269
Corient Private Wealth
Florida
$420K +$420K +9,634 New
AWM
270
Aprio Wealth Management
Georgia
$419K +$99.2K +2,277 +31%
SW
271
SlateStone Wealth
Florida
$418K -$15.6K -357 -4%
SCA
272
Scott Capital Advisors
Oregon
$416K +$72.8K +1,684 +21%
AAM
273
Advisors Asset Management
Colorado
$413K +$114K +2,611 +38%
RCAG
274
Rehmann Capital Advisory Group
Michigan
$412K +$4.31K +99 +1%
TNBTD
275
Trustmark National Bank Trust Department
Mississippi
$407K +$36.1K +829 +10%
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11
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