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Fidelity Total Bond ETF
FBND

Overview Fund Activity

346 hedge funds and large institutions have $3.84B invested in Fidelity Total Bond ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 69 reducing their positions, and 29 closing their positions.

Holders
346
Holders Change
+24
Holders Change %
+7.45%
% of All Funds
5.52%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.04%
New
57
Increased
199
Reduced
69
Closed
29
Calls
$274K
Puts
–
Net Calls
+$274K
Net Calls Change
-$12K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$131M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$121M
3
BCP
3
Blue Chip Partners
Michigan
$93.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$90.9M
5
RWM
5
Ritholtz Wealth Management
New York
$71M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$21.6M
2
PCM
2
Presidio Capital Management
California
$21.8M
3
AWM
3
Axxcess Wealth Management
California
$22.7M
4
RT
4
Rockland Trust
Massachusetts
$1.39M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$29.2M +$5.4M +123,898 +23%
VC
27
Vicus Capital
Pennsylvania
$28.1M +$243K +5,580 +0.9%
SWM
28
Spire Wealth Management
Virginia
$26.7M +$452K +10,371 +2%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$26.5M +$6.57M +150,815 +33%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$25.1M +$5.2M +119,397 +26%
DAS
31
Dynamic Advisor Solutions
Arizona
$25.1M +$4.82M +110,645 +24%
WFA
32
WestHill Financial Advisors
California
$25M +$1.31M +30,151 +6%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$24.8M +$2.07M +47,494 +9%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$24.2M +$2.98M +68,359 +14%
GIA
35
Goodwin Investment Advisory
Georgia
$22.8M +$395K +9,067 +2%
AWM
36
Axxcess Wealth Management
California
$22.7M -$6.15M -141,177 -21%
HighTower Advisors
37
HighTower Advisors
Illinois
$22.4M +$1.53M +35,159 +7%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$22.2M +$9.69M +222,460 +77%
PCM
39
Presidio Capital Management
California
$21.8M -$6.92M -158,914 -24%
RW
40
Regimen Wealth
Georgia
$21.7M +$2.3M +52,766 +12%
HNB
41
Huntington National Bank
Ohio
$21.6M -$19.1M – –
CAM
42
CPA Asset Management
Florida
$21.4M +$742K +17,029 +4%
SWM
43
Shakespeare Wealth Management
Wisconsin
$21.3M +$585K +13,423 +3%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$20.6M +$10.4M +238,808 +102%
WAAG
45
Wealth Alliance Advisory Group
Kansas
$20.2M +$20.2M +464,151 New
DA
46
Drake & Associates
Wisconsin
$20.2M +$459K +10,529 +2%
CFD
47
Creative Financial Designs
Indiana
$20.1M +$696K +15,974 +4%
SL
48
Systelligence LLC
Minnesota
$19.9M +$404K +9,272 +2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$19.4M +$6.34M +145,570 +48%
CFC
50
Coyle Financial Counsel
Illinois
$19.4M +$19.4M +446,230 New
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