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Fidelity Total Bond ETF
FBND

Overview Fund Activity

414 hedge funds and large institutions have $5.29B invested in Fidelity Total Bond ETF in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 210 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+68
Holders Change %
+19.65%
% of All Funds
6.07%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.19%
New
95
Increased
210
Reduced
92
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$527M
2
Morgan Stanley
2
Morgan Stanley
New York
$177M
3
Bank of America
3
Bank of America
North Carolina
$331M
4
HG
4
Harbor Group
New Hampshire
$34.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$70.8M

Top Sellers

1
BAAM
1
Baker Avenue Asset Management
California
$6.31M
2
RA
2
RFG Advisory
Alabama
$114M
3
CTB
3
Country Trust Bank
Illinois
$202M
4
HNB
4
Huntington National Bank
Ohio
$25.3M
5
SL
5
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
251
WNY Asset Management
New York
$1.38M +$1.38M +29,933 New
WN
252
Williams & Novak
California
$1.37M +$1.37M +29,780 New
CPCP
253
Cedar Point Capital Partners
Iowa
$1.37M +$1.37M +29,700 New
ICP
254
Interchange Capital Partners
Pennsylvania
$1.34M +$442K +9,331 +49%
JWCA
255
J.W. Cole Advisors
Florida
$1.33M +$612K +13,283 +86%
KWMG
256
King Wealth Management Group
Florida
$1.29M -$170K -3,703 -12%
DADC
257
D.A. Davidson & Co
Montana
$1.27M -$1.1M -23,985 -46%
MA
258
Mutual Advisors
Nebraska
$1.27M -$10.3M -223,482 -89%
OFS
259
OneAscent Financial Services
Alabama
$1.25M +$1.25M +27,090 New
FA
260
FDx Advisors
Illinois
$1.22M +$352K +7,652 +41%
CTA
261
Chesley Taft & Associates
Illinois
$1.21M +$649K +14,100 +115%
VWM
262
Valley Wealth Managers
New Jersey
$1.17M -$119K -2,595 -9%
SFS
263
Summit Financial Strategies
Ohio
$1.16M +$1.16M +25,180 New
IA
264
IFP Advisors
Florida
$1.15M -$195K -4,240 -15%
TFS
265
Thoroughbred Financial Services
Tennessee
$1.15M -$101K -2,205 -8%
CAAS
266
Capital Asset Advisory Services
Michigan
$1.15M +$66.2K +1,438 +6%
RT
267
Rockland Trust
Massachusetts
$1.14M -$325K -7,066 -22%
AFM
268
Abbot Financial Management
Massachusetts
$1.12M -$783 -17 -0.1%
BCA
269
Bay Colony Advisors
Massachusetts
$1.09M +$519K +11,266 +91%
FSWA
270
Financial Synergies Wealth Advisors
Texas
$1.06M +$134K +2,983 +15%
SB
271
Strategic Blueprint
Georgia
$1.04M +$1.04M +22,691 New
PFA
272
Professional Financial Advisors
Nebraska
$1.03M +$121K +2,627 +13%
CPIA
273
Cornell Pochily Investment Advisors
New York
$1.02M +$135K +2,937 +15%
BRWA
274
B. Riley Wealth Advisors
Florida
$1.02M -$50.1K -1,083 -5%
CFG
275
Cosner Financial Group
Colorado
$981K +$981K +21,302 New
9 10
11
12 13