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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 %
RIA
276
Regal Investment Advisors
Michigan
$394K -$275K -6,314 -41%
RFN
277
Redwood Financial Network
Ohio
$382K -$16.1K -370 -4%
CIBC World Market
278
CIBC World Market
Ontario, Canada
$374K – – –
SWA
279
Stratos Wealth Advisors
Ohio
$366K -$109K -2,499 -23%
BDFN
280
Bond & Devick Financial Network
Minnesota
$353K +$101K +2,315 +40%
CAG
281
Curtis Advisory Group
California
$352K +$24.8K +570 +8%
HG
282
Harbor Group
New Hampshire
$346K +$346K +7,939 New
CA
283
CGN Advisors
Kansas
$345K +$47.8K +1,097 +16%
BCG
284
Breakwater Capital Group
New Jersey
$338K -$1.32M -30,629 -80%
FAG
285
Fortitude Advisory Group
Washington
$338K – – –
IA
286
IFG Advisory
Georgia
$337K +$337K +7,729 New
DCM
287
Dudley Capital Management
Virginia
$332K – – –
NL
288
NWAM LLC
Washington
$332K +$3.83K +88 +1%
PIWA
289
Prevail Innovative Wealth Advisors
Kansas
$331K +$331K +7,603 New
TCM
290
Towercrest Capital Management
Pennsylvania
$327K – – –
BJL
291
Brighton Jones LLC
Washington
$321K +$321K +7,377 New
MSCM
292
McElhenny Sheffield Capital Management
Texas
$321K +$12.2K +279 +4%
AFG
293
ABLE Financial Group
Arizona
$320K +$320K +7,337 New
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$309K +$309K +7,085 New
KV
295
Kickstand Ventures
New York
$285K +$285K +6,548 New
GJIA
296
Glass Jacobson Investment Advisors
Maryland
$282K +$610 +14 +0.2%
AWA
297
Arkadios Wealth Advisors
Georgia
$268K -$21.1K -485 -7%
FAIM
298
Financial Advocates Investment Management
Washington
$253K +$15.4K +353 +6%
Citadel Advisors
299
Citadel Advisors
Florida
$251K -$2.12M -48,700 -89%
IIM
300
InTrack Investment Management
Vermont
$247K +$247K +5,679 New
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12
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