FBND icon

Fidelity Total Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
376
Geneos Wealth Management
Colorado
$79.2K +$10.5K +228 +15%
PTC
377
Private Trust Company
Ohio
$74.4K +$25.2K +547 +51%
SIS
378
Sound Income Strategies
Florida
$73.9K +$73.9K +1,606 New
PB
379
Pinnacle Bancorp
Nebraska
$68.1K -$3.91K -85 -5%
SAM
380
Smartleaf Asset Management
Massachusetts
$65K +$65K +1,410 New
PNC Financial Services Group
381
PNC Financial Services Group
Pennsylvania
$58.3K +$58.3K +1,267 New
CCMI
382
Creative Capital Management Investments
California
$57.1K
RFA
383
Resurgent Financial Advisors
Georgia
$53.6K +$7.41K +161 +16%
BWL
384
Bogart Wealth LLC
Virginia
$50.7K
FDCDDQ
385
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.5K -$19.4K -422 -29%
PA
386
Pineridge Advisors
Missouri
$46K +$46K +1,000 New
RCM
387
Richardson Capital Management
Wisconsin
$43.4K +$43.4K +943 New
LFG
388
Larson Financial Group
Missouri
$40.7K -$20.4K -442 -33%
HGERS
389
Householder Group Estate & Retirement Specialist
Arizona
$36K -$903K -19,893 -96%
RG
390
Retirement Group
California
$32.2K +$32.2K +700 New
LFA
391
LGT Financial Advisors
Texas
$30.9K -$17K -369 -35%
NS
392
NBC Securities
Alabama
$28K
SHIM
393
Stone House Investment Management
Pennsylvania
$27.3K -$46.7K -1,013 -63%
FMP
394
Financial Management Professionals
Texas
$25K +$25K +550 New
FP
395
Financial Perspectives
Minnesota
$20.2K +$138 +3 +0.7%
Jones Financial Companies
396
Jones Financial Companies
Missouri
$18.6K +$18.6K +405 New
MHR
397
Matthew Hamilton Rosenberg
$18.2K
MA
398
MCF Advisors
Kentucky
$15.2K
FFA
399
Farther Finance Advisors
California
$14K +$10.5K +227 +299%
CAM
400
Clarity Asset Management
Iowa
$13.9K +$13.9K +302 New