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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 %
TCM
276
Traynor Capital Management
Pennsylvania
$1.53M +$47.1K +1,048 +3%
CTA
277
Chesley Taft & Associates
Illinois
$1.52M +$56.2K +1,250 +4%
LSAG
278
Lake Street Advisors Group
New Hampshire
$1.5M +$2.71K +60 +0.2%
DWM
279
Defined Wealth Management
Oregon
$1.49M +$1.49M +33,209 New
Jones Financial Companies
280
Jones Financial Companies
Missouri
$1.49M +$1.25M +27,739 +511%
MA
281
Mutual Advisors
Nebraska
$1.48M +$113K +2,483 +8%
PFA
282
Professional Financial Advisors
Nebraska
$1.48M +$26.1K +580 +2%
BIA
283
Barry Investment Advisors
Massachusetts
$1.44M +$476K +10,545 +49%
KCIC
284
Kuhn & Co Investment Counsel
Illinois
$1.41M +$48.5K +1,080 +4%
PWA
285
Peterson Wealth Advisors
Utah
$1.4M -$28.6K -637 -2%
WIM
286
Warwick Investment Management
Texas
$1.39M +$697K +15,512 +100%
AA
287
Ancora Advisors
Ohio
$1.38M -$87.9K -1,956 -6%
CPCP
288
Cedar Point Capital Partners
Iowa
$1.31M -$103K -2,283 -7%
IAG
289
Investment Advisory Group
Massachusetts
$1.29M +$380K +8,460 +42%
SMC
290
Smith, Moore & Co
Missouri
$1.28M +$180K +4,002 +16%
VWM
291
Valley Wealth Managers
New Jersey
$1.22M +$89.8K +1,999 +8%
OIA
292
OneDigital Investment Advisors
Kansas
$1.19M -$214K -4,763 -15%
WP
293
Wealthspan Partners
Iowa
$1.18M +$364K +8,098 +45%
CG
294
CFO4Life Group
Texas
$1.17M -$60.2K -1,340 -5%
TFS
295
Thoroughbred Financial Services
Tennessee
$1.15M +$253K +5,633 +28%
CFS
296
CRA Financial Services
New Jersey
$1.14M +$822K +18,285 +255%
KWMG
297
King Wealth Management Group
Florida
$1.1M -$84.2K -1,873 -7%
BRWA
298
B. Riley Wealth Advisors
Florida
$1.1M +$51.1K +1,133 +5%
CW
299
CreativeOne Wealth
Kansas
$1.03M +$327K +7,280 +47%
NPF
300
Norris Perne & French
Michigan
$1.02M +$103K +2,297 +11%
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