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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 %
PIWA
351
Prevail Innovative Wealth Advisors
Kansas
$260K -$89.7K -1,948 -26%
CCG
352
Capital CS Group
California
$256K +$256K +5,550 New
HR
353
Hardy Reed
Mississippi
$253K -$214K -4,639 -46%
NCM
354
NCM Capital Management
New Jersey
$252K +$252K +5,466 New
SFM
355
Signet Financial Management
New Jersey
$249K +$249K +5,405 New
FCA
356
FinTrust Capital Advisors
South Carolina
$243K +$19.5K +424 +9%
GWP
357
Gateway Wealth Partners
Wisconsin
$242K +$242K +5,260 New
Renaissance Technologies
358
Renaissance Technologies
New York
$235K +$235K +5,100 New
HF
359
HRT Financial
New York
$234K +$234K +5,098 New
BFG
360
Berger Financial Group
Minnesota
$232K +$232K +5,042 New
JWA
361
JFS Wealth Advisors
Pennsylvania
$230K +$2.62K +57 +1%
GJIA
362
Glass Jacobson Investment Advisors
Maryland
$229K -$68.4K -1,486 -23%
National Bank of Canada
363
National Bank of Canada
Quebec, Canada
$229K +$229K +5,000 New
FWA
364
FSM Wealth Advisors
Ohio
$205K +$205K +4,447 New
WP
365
WealthShield Partners
North Carolina
$203K +$203K +4,400 New
PA
366
Parallel Advisors
California
$172K +$322 +7 +0.2%
EWA
367
EverSource Wealth Advisors
Alabama
$139K +$139K +3,013 New
BWM
368
BKM Wealth Management
Wisconsin
$132K +$132K +2,860 New
FFL
369
Financial Freedom LLC
Ohio
$130K -$9.21K -200 -7%
BFEC
370
Benjamin F. Edwards & Company
Missouri
$123K +$123K +2,674 New
SA
371
Scarborough Advisors
Maryland
$110K +$110K +2,379 New
PO
372
Private Ocean
California
$96K – – –
AAP
373
Arax Advisory Partners
Colorado
$93.7K +$2.81K +61 +3%
IGWM
374
ICA Group Wealth Management
Colorado
$88.6K +$88.6K +1,925 New
ODG
375
O'Dell Group
Ohio
$88.6K +$88.6K +1,924 New
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15
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