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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 %
GRP
301
Global Retirement Partners
California
$246K +$34.3K +796 +16%
IAG
302
Investment Advisory Group
Massachusetts
$218K +$218K +4,995 New
EWA
303
Exencial Wealth Advisors
Oklahoma
$216K – – –
JWA
304
JFS Wealth Advisors
Pennsylvania
$216K +$2.44K +56 +1%
CPC
305
Consolidated Planning Corp
Georgia
$215K -$235K -5,393 -52%
MAM
306
MMA Asset Management
Pennsylvania
$213K +$5.14K +118 +2%
FCA
307
FinTrust Capital Advisors
South Carolina
$212K +$130K +2,993 +161%
SOS
308
Silver Oak Securities
Tennessee
$181K -$1.63M -37,513 -90%
Bank of Montreal
309
Bank of Montreal
Ontario, Canada
$167K -$16.5K -370 -9%
PA
310
Parallel Advisors
California
$163K +$305 +7 +0.2%
TCM
311
TD Capital Management
Tennessee
$145K +$145K +3,324 New
NCM
312
Northwest Capital Management
Oregon
$139K +$106K +2,425 +321%
FFL
313
Financial Freedom LLC
Ohio
$131K +$131K +3,018 New
Qube Research & Technologies (QRT)
314
Qube Research & Technologies (QRT)
United Kingdom
$118K +$118K +2,720 New
PO
315
Private Ocean
California
$90.8K – – –
AAP
316
Arax Advisory Partners
Colorado
$85.9K +$7.71K +177 +10%
RFA
317
Register Financial Advisors
Georgia
$80.9K +$80.9K +1,857 New
SHIM
318
Stone House Investment Management
Pennsylvania
$69.9K -$219K -5,025 -76%
PB
319
Pinnacle Bancorp
Nebraska
$68.1K +$5.01K +115 +8%
GWM
320
Geneos Wealth Management
Colorado
$65K +$4.71K +108 +8%
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.4K +$4.01K +92 +7%
LFG
322
Larson Financial Group
Missouri
$57.8K – – –
CCMI
323
Creative Capital Management Investments
California
$54.1K – – –
BWL
324
Bogart Wealth LLC
Virginia
$48K – – –
PTC
325
Private Trust Company
Ohio
$46.6K +$828 +19 +2%
11 12
13
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