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Fidelity Total Bond ETF
FBND

Overview Fund Activity

465 hedge funds and large institutions have $6.13B invested in Fidelity Total Bond ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 268 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+51
Holders Change %
+12.32%
% of All Funds
6.74%
Holding in Top 10
88
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.64%
% of All Funds
1.28%
New
77
Increased
268
Reduced
86
Closed
22
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$71.8M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$61.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.1M
4
RA
RFG Advisory
Alabama
+$49.5M
5
CTB
Country Trust Bank
Illinois
+$40.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$47.3M
2
Jane Street
Jane Street
New York
-$35.4M
3
HNB
Huntington National Bank
Ohio
-$25.3M
4
AWM
Axxcess Wealth Management
California
-$21.6M
5
AFG
AFS Financial Group
Maryland
-$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
401
Capital Insight Partners
Arizona
$229K +$229K +5,049 New
IF
402
Integrity Financial
Wyoming
$226K +$226K +4,994 New
GJIA
403
Glass Jacobson Investment Advisors
Maryland
$226K – – –
National Bank of Canada
404
National Bank of Canada
Quebec, Canada
$223K – – –
WT
405
Washington Trust
Rhode Island
$218K +$218K +4,816 New
IDA
406
Intelligence Driven Advisers
California
$208K -$138K -3,047 -40%
9WM
407
9258 Wealth Management
Ohio
$207K +$207K +4,565 New
SAI
408
Savvy Advisors Inc
New York
$204K +$204K +4,499 New
BAM
409
Belpointe Asset Management
Nevada
$202K +$202K +4,456 New
FWA
410
FSM Wealth Advisors
Ohio
$202K – – –
SPG
411
Strategic Planning Group
Utah
$201K +$201K +4,446 New
MFG
412
Mosaic Financial Group
Illinois
$201K +$201K +4,429 New
EWA
413
EverSource Wealth Advisors
Alabama
$195K +$61.9K +1,405 +47%
RFA
414
Register Financial Advisors
Georgia
$185K +$185K +4,085 New
GBT
415
Grove Bank & Trust
Florida
$134K +$134K +2,966 New
FFL
416
Financial Freedom LLC
Ohio
$129K +$906 +20 +0.7%
BFEC
417
Benjamin F. Edwards & Company
Missouri
$119K -$2.31K -51 -2%
IGWM
418
ICA Group Wealth Management
Colorado
$118K +$30.7K +678 +35%
GWM
419
Geneos Wealth Management
Colorado
$95.8K +$17.9K +394 +23%
PO
420
Private Ocean
California
$94.5K – – –
CIBC Private Wealth Group
421
CIBC Private Wealth Group
Georgia
$90.6K +$90.6K +2,015 New
FIM
422
Fernwood Investment Management
Massachusetts
$84.3K +$84.3K +1,860 New
GWA
423
GGM Wealth Advisors
Maryland
$80.3K +$80.3K +32,566 New
PTC
424
Private Trust Company
Ohio
$75.4K +$2.18K +48 +3%
HGERS
425
Householder Group Estate & Retirement Specialist
Arizona
$72K +$36.1K +797 +101%
15 16
17
18 19