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Fidelity Total Bond ETF
FBND

Overview Fund Activity

521 hedge funds and large institutions have $9.46B invested in Fidelity Total Bond ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 309 increasing their positions, 100 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+48
Holders Change %
+10.15%
% of All Funds
7.54%
Holding in Top 10
111
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.63%
% of All Funds
1.61%
New
79
Increased
309
Reduced
100
Closed
20
Calls
$206K
Puts
$70K
Net Calls
+$136K
Net Calls Change
+$240K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.31B
2
MG
Mather Group
Illinois
$166M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$209M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$98M
5
CA
Crane Advisory
California
$50.4M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$0
2
HNB
Huntington National Bank
Ohio
$29.3M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$32.5M
4
SFA
Sequoia Financial Advisors
Ohio
$11.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
376
MGO One Seven
Ohio
$589K +$170K +3,637 +41%
Bank of Montreal
377
Bank of Montreal
Ontario, Canada
$587K +$155K +3,302 +36%
GWP
378
Gateway Wealth Partners
Wisconsin
$585K +$190K +4,056 +48%
TCM
379
Traynor Capital Management
Pennsylvania
$582K -$1M -21,497 -63%
UAG
380
United Advisor Group
Ohio
$561K -$10.4K -223 -2%
BFO
381
Boston Family Office
Massachusetts
$551K +$551K +11,799 New
YWS
382
Yarger Wealth Strategies
Ohio
$539K +$3.13K +67 +0.6%
FTUS
383
Flow Traders U.S.
New York
$531K +$60.2K +1,288 +13%
KA
384
Kure Advisory
Minnesota
$515K – – –
FWP
385
FAS Wealth Partners
Kansas
$509K -$18.5K -395 -3%
BCG
386
Breakwater Capital Group
New Jersey
$509K -$129K -2,750 -20%
CSPIA
387
Cary Street Partners Investment Advisory
Virginia
$503K +$184K +3,941 +58%
SFG
388
Sage Financial Group
Pennsylvania
$500K +$608 +13 +0.1%
WAG
389
Wheelhouse Advisory Group
Missouri
$496K -$77.1K -1,650 -13%
TCM
390
Towercrest Capital Management
Pennsylvania
$496K – – –
NB
391
NBT Bank
New York
$496K +$496K +10,612 New
CCA
392
Cadent Capital Advisors
Oklahoma
$491K +$491K +10,500 New
LFAS
393
Level Four Advisory Services
Texas
$486K +$113K +2,474 +30%
PIAS
394
PCA Investment Advisory Services
Ohio
$481K +$163K +3,479 +51%
FWA
395
FSM Wealth Advisors
Ohio
$467K +$467K +9,982 New
ACMA
396
Arbor Capital Management (Alaska)
Alaska
$466K +$466K +9,955 New
CAG
397
Curtis Advisory Group
California
$466K -$23.4K -500 -5%
IWM
398
IHT Wealth Management
Illinois
$465K +$465K +9,953 New
MSCM
399
McElhenny Sheffield Capital Management
Texas
$461K -$33.7K -721 -7%
MIA
400
Milestone Investment Advisors
Wisconsin
$460K +$460K +9,852 New
14 15
16
17 18