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Fidelity Total Bond ETF
FBND

Overview Fund Activity

473 hedge funds and large institutions have $7.7B invested in Fidelity Total Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 282 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+8
Holders Change %
+1.72%
% of All Funds
6.88%
Holding in Top 10
96
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.09%
% of All Funds
1.4%
New
57
Increased
282
Reduced
97
Closed
37
Calls
$139K
Puts
$243K
Net Calls
-$104K
Net Calls Change
-$109K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$928M
2
UBS Group
UBS Group
Switzerland
+$62.7M
3
SFS
Summit Financial Strategies
Ohio
+$56.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$56M
5
DWM
Dynasty Wealth Management
Florida
+$49.2M

Top Sellers

1
SFA
Sequoia Financial Advisors
Ohio
-$83.9M
2
Jane Street
Jane Street
New York
-$27.7M
3
HNB
Huntington National Bank
Ohio
-$26.3M
4
FTA
Financial & Tax Architects
Missouri
-$16.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
251
IRON Financial
Illinois
$2.18M -$62.1K -1,383 -3%
BSB
252
Bangor Savings Bank
Maine
$2.14M – – –
AP
253
Agilis Partners
Massachusetts
$2.14M – – –
QCIG
254
Quad-Cities Investment Group
Iowa
$2.14M +$285K +6,334 +15%
CPCM
255
Cardinal Point Capital Management
Ontario, Canada
$2.13M -$395K -8,750 -16%
CAAS
256
Capital Asset Advisory Services
Michigan
$2.11M +$223K +4,939 +12%
AWM
257
Axxcess Wealth Management
California
$2.09M +$210K +4,664 +11%
SAG
258
SageView Advisory Group
California
$2.05M – – –
CP
259
Capital Planning
Washington
$2.05M +$17.5K +388 +0.9%
ICP
260
Interchange Capital Partners
Pennsylvania
$2M +$476K +10,597 +31%
SWA
261
Stratos Wealth Advisors
Ohio
$1.94M +$7.82K +174 +0.4%
ATPW
262
Ashton Thomas Private Wealth
Arizona
$1.94M +$1.13M +25,070 +139%
REMPR
263
Roof Eidam Maycock Peralta (REMP)
California
$1.92M -$2.47K -55 -0.1%
GGS
264
Galvin Gaustad & Stein
Arizona
$1.9M +$63K +1,402 +3%
CWG
265
Cornerstone Wealth Group
North Carolina
$1.87M +$51.4K +1,145 +3%
FSWA
266
Financial Synergies Wealth Advisors
Texas
$1.87M +$101K +2,254 +6%
GM
267
GeoWealth Management
Illinois
$1.85M -$13.4K -298 -0.7%
Betterment LLC
268
Betterment LLC
New York
$1.79M +$1.43M +31,861 +400%
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$1.74M +$708K +15,754 +68%
CSWM
270
Cassady Schiller Wealth Management
Ohio
$1.71M -$282K -6,280 -14%
TPWA
271
Twin Peaks Wealth Advisors
California
$1.63M -$49.4K -1,100 -3%
WW
272
Waterfront Wealth
Kansas
$1.62M +$468K +10,417 +41%
CIA
273
Concurrent Investment Advisors
Florida
$1.62M +$1.08M +23,980 +200%
BFG
274
Berger Financial Group
Minnesota
$1.6M -$50.5K -1,125 -3%
NCM
275
Northwest Capital Management
Oregon
$1.58M -$19.5K -434 -1%
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