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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 %
DBRC
401
D.B. Root & Company
Pennsylvania
$259K -$7.28K -162 -3%
CFG
402
Cooper Financial Group
California
$247K +$247K +5,493 New
FCA
403
FinTrust Capital Advisors
South Carolina
$245K -$9.75K -217 -4%
TA
404
TFB Advisors
Kansas
$245K +$245K +5,449 New
GVAG
405
Great Valley Advisor Group
Delaware
$243K +$243K +5,402 New
SFM
406
Signet Financial Management
New Jersey
$243K – – –
SI
407
Saxon Interests
Texas
$235K +$6.92K +154 +3%
JWA
408
JFS Wealth Advisors
Pennsylvania
$230K +$2.74K +61 +1%
KP
409
Keel Point
Alabama
$230K -$166K -3,578 -42%
EWA
410
EverSource Wealth Advisors
Alabama
$229K +$26.1K +570 +13%
CIP
411
Capital Insight Partners
Arizona
$227K +$135 +3 +0.1%
SAM
412
Seelaus Asset Management
New Jersey
$224K +$224K +4,980 New
AF
413
Aviso Financial
Ontario, Canada
$222K +$222K +4,950 New
PMG
414
Private Management Group
California
$218K +$218K +4,850 New
JJBC
415
James J. Burns & Company
New York
$216K -$31.2K -694 -13%
SWP
416
Stratos Wealth Partners
Ohio
$210K +$210K +4,681 New
WP
417
WealthShield Partners
North Carolina
$208K -$55.3K -1,225 -21%
RRA
418
Round Rock Advisors
Connecticut
$208K -$177K -3,947 -46%
9WM
419
9258 Wealth Management
Ohio
$205K – – –
IWP
420
IAG Wealth Partners
Wisconsin
$177K +$177K +3,950 New
GJIA
421
Glass Jacobson Investment Advisors
Maryland
$174K -$49.6K -1,105 -22%
FGAM
422
Financial Gravity Asset Management
Texas
$144K -$151K -3,355 -51%
OP
423
ORG Partners
Indiana
$134K +$134K +3,000 New
FFL
424
Financial Freedom LLC
Ohio
$128K +$899 +20 +0.7%
BFEC
425
Benjamin F. Edwards & Company
Missouri
$118K – – –
15 16
17
18 19