FBND icon

Fidelity Total Bond ETF

610 hedge funds and large institutions have $15.7B invested in Fidelity Total Bond ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 331 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
8.28%
Holding in Top 10
144
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.5%
% of All Funds
1.96%
New
71
Increased
331
Reduced
169
Closed
44
Calls
$1.61M
Puts
$78K
Net Calls
+$1.53M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
276
Opal Wealth Advisors
New York
$4.03M +$508K +11,130 +14%
FSWA
277
Financial Synergies Wealth Advisors
Texas
$4.03M +$1.21M +26,544 +43%
CIC
278
Carnegie Investment Counsel
Ohio
$4.01M +$89.6K +1,979 +2%
EFP
279
Envision Financial Planning
Tennessee
$3.92M +$159K +3,482 +4%
UW
280
Unique Wealth
Florida
$3.9M +$2.21M +48,320 +130%
IAG
281
Ipsen Advisor Group
Arkansas
$3.89M +$81.3K +1,782 +2%
CTA
282
Chesley Taft & Associates
Illinois
$3.85M +$368K +8,070 +11%
ALC
283
Alexander Labrunerie & Co
Missouri
$3.84M -$87.1K -1,908 -2%
CIR
284
Clear Investment Research
Georgia
$3.78M +$82.5K +1,808 +2%
RPGNY
285
Retirement Planning Group (New York)
New York
$3.77M -$44.1K -966 -1%
YWM
286
Yukon Wealth Management
Kansas
$3.68M +$3.68M +80,652 New
LCC
287
Lincoln Capital Corp
Rhode Island
$3.65M -$4.66K -102 -0.1%
AFP
288
Ausdal Financial Partners
Iowa
$3.64M +$293K +6,408 +9%
SAI
289
Savvy Advisors Inc
New York
$3.63M +$928K +20,338 +34%
SIA
290
Soltis Investment Advisors
Utah
$3.62M -$254K -5,573 -7%
HIS
291
Horizon Investment Services
Indiana
$3.59M +$88.7K +1,942 +3%
FMN
292
Financial Management Network
California
$3.58M +$1.03M +22,801 +41%
FFG
293
Fortress Financial Group
Minnesota
$3.41M +$59.8K +1,309 +2%
TAM
294
Titleist Asset Management
Texas
$3.38M +$118K +2,578 +4%
CP
295
Capital Planning
Washington
$3.31M +$219K +4,771 +7%
FCM
296
Family Capital Management
Michigan
$3.24M +$3.88K +85 +0.1%
SWP
297
Stratos Wealth Partners
Ohio
$3.2M +$2.72M +59,524 +559%
FHA
298
Flagship Harbor Advisors
Massachusetts
$3.2M +$730K +15,983 +30%
DFG
299
Delta Financial Group
New Jersey
$3.2M +$218K +4,787 +7%
IAG
300
Investment Advisory Group
Massachusetts
$3.19M -$128K -2,812 -4%