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Fidelity Total Bond ETF
FBND

Overview Fund Activity

414 hedge funds and large institutions have $5.29B invested in Fidelity Total Bond ETF in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 210 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+68
Holders Change %
+19.65%
% of All Funds
6.07%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.19%
New
95
Increased
210
Reduced
92
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$527M
2
Morgan Stanley
Morgan Stanley
New York
$177M
3
Bank of America
Bank of America
North Carolina
$331M
4
HG
Harbor Group
New Hampshire
$34.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$70.8M

Top Sellers

1
BAAM
Baker Avenue Asset Management
California
$6.31M
2
RA
RFG Advisory
Alabama
$114M
3
CTB
Country Trust Bank
Illinois
$202M
4
HNB
Huntington National Bank
Ohio
$25.3M
5
SL
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
326
Prosperity Financial Group
California
$430K -$104K -2,249 -19%
TNBTD
327
Trustmark National Bank Trust Department
Mississippi
$430K – – –
BCG
328
Breakwater Capital Group
New Jersey
$430K +$72.1K +1,585 +20%
FWP
329
FAS Wealth Partners
Kansas
$423K -$49.3K -1,070 -10%
MCM
330
MidAtlantic Capital Management
Virginia
$421K +$421K +9,140 New
SW
331
SlateStone Wealth
Florida
$420K -$21.2K -461 -5%
RA
332
Rise Advisors
New York
$412K -$78.4K -1,702 -16%
CIBC World Market
333
CIBC World Market
Ontario, Canada
$395K – – –
NL
334
NWAM LLC
Washington
$395K +$44.1K +957 +13%
RRA
335
Round Rock Advisors
Connecticut
$395K -$213K -4,630 -35%
CAG
336
Curtis Advisory Group
California
$381K +$9.44K +205 +3%
IIM
337
InTrack Investment Management
Vermont
$362K +$101K +2,183 +38%
IA
338
IFG Advisory
Georgia
$359K +$3.59K +78 +1%
GRP
339
Global Retirement Partners
California
$355K +$95.4K +2,094 +37%
DCM
340
Dudley Capital Management
Virginia
$351K – – –
IDA
341
Intelligence Driven Advisers
California
$350K +$350K +7,647 New
RFN
342
Redwood Financial Network
Ohio
$328K -$76.2K -1,656 -19%
CAC
343
Certified Advisory Corp
Florida
$321K +$321K +6,966 New
RIA
344
Regal Investment Advisors
Michigan
$307K -$109K -2,368 -26%
DBRC
345
D.B. Root & Company
Pennsylvania
$294K -$430K -9,348 -59%
MAM
346
MMA Asset Management
Pennsylvania
$291K +$65.3K +1,419 +29%
IC
347
Inscription Capital
Texas
$288K +$288K +6,249 New
MOS
348
MGO One Seven
Ohio
$285K +$285K +6,200 New
PWM
349
Perigon Wealth Management
California
$284K +$284K +6,170 New
AWA
350
Arkadios Wealth Advisors
Georgia
$273K -$11.1K -242 -4%
12 13
14
15 16