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Fidelity Total Bond ETF
FBND

Overview Fund Activity

473 hedge funds and large institutions have $7.7B invested in Fidelity Total Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 282 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+8
Holders Change %
+1.72%
% of All Funds
6.88%
Holding in Top 10
96
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.09%
% of All Funds
1.4%
New
57
Increased
282
Reduced
97
Closed
37
Calls
$139K
Puts
$243K
Net Calls
-$104K
Net Calls Change
-$109K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$928M
2
UBS Group
UBS Group
Switzerland
+$62.7M
3
SFS
Summit Financial Strategies
Ohio
+$56.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$56M
5
DWM
Dynasty Wealth Management
Florida
+$49.2M

Top Sellers

1
SFA
Sequoia Financial Advisors
Ohio
-$83.9M
2
Jane Street
Jane Street
New York
-$27.7M
3
HNB
Huntington National Bank
Ohio
-$26.3M
4
FTA
Financial & Tax Architects
Missouri
-$16.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
376
Scott Capital Advisors
Oregon
$391K -$203K -4,494 -34%
DCM
377
Dudley Capital Management
Virginia
$387K – – –
LFG
378
Larson Financial Group
Missouri
$382K +$375K +8,336 +5,083%
GWP
379
Gateway Wealth Partners
Wisconsin
$380K +$49.4K +1,100 +15%
National Bank of Canada
380
National Bank of Canada
Quebec, Canada
$379K +$154K +3,437 +69%
SW
381
SlateStone Wealth
Florida
$378K -$8.89K -198 -2%
WCM
382
WealthBridge Capital Management
Ohio
$375K +$375K +8,350 New
LFAS
383
Level Four Advisory Services
Texas
$368K -$10.5M -232,674 -97%
PCM
384
Permanent Capital Management
Illinois
$365K +$365K +7,942 New
BPFA
385
Barnes Pettey Financial Advisors
Mississippi
$362K +$97.4K +2,167 +37%
AWA
386
Arkadios Wealth Advisors
Georgia
$357K +$76K +1,692 +27%
AIP
387
Ameritas Investment Partners
Nebraska
$352K +$9.71K +216 +3%
HWMT
388
Heritage Wealth Management (Texas)
Texas
$352K +$4.13K +92 +1%
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$352K +$352K +7,827 New
TNBTD
390
Trustmark National Bank Trust Department
Mississippi
$350K -$112K -2,491 -24%
AQR Capital Management
391
AQR Capital Management
Connecticut
$345K -$283K -6,304 -45%
IA
392
IFG Advisory
Georgia
$320K +$320K +7,123 New
RFN
393
Redwood Financial Network
Ohio
$317K +$2.52K +56 +0.8%
CSPIA
394
Cary Street Partners Investment Advisory
Virginia
$307K +$4.4K +98 +1%
PIAS
395
PCA Investment Advisory Services
Ohio
$306K -$3.01K -67 -1%
HR
396
Hardy Reed
Mississippi
$295K +$47.7K +1,061 +19%
GPWA
397
Great Point Wealth Advisors
Massachusetts
$289K -$36.1K -804 -11%
IC
398
Inscription Capital
Texas
$281K – – –
RFA
399
Register Financial Advisors
Georgia
$274K +$90.6K +2,016 +49%
CCG
400
Capital CS Group
California
$271K +$13.2K +294 +5%
14 15
16
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