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Fidelity Total Bond ETF
FBND

Overview Fund Activity

414 hedge funds and large institutions have $5.29B invested in Fidelity Total Bond ETF in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 210 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+68
Holders Change %
+19.65%
% of All Funds
6.07%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.19%
New
95
Increased
210
Reduced
92
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$527M
2
Morgan Stanley
2
Morgan Stanley
New York
$177M
3
Bank of America
3
Bank of America
North Carolina
$331M
4
HG
4
Harbor Group
New Hampshire
$34.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$70.8M

Top Sellers

1
BAAM
1
Baker Avenue Asset Management
California
$6.31M
2
RA
2
RFG Advisory
Alabama
$114M
3
CTB
3
Country Trust Bank
Illinois
$202M
4
HNB
4
Huntington National Bank
Ohio
$25.3M
5
SL
5
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWM
26
McGlone Suttner Wealth Management
Wisconsin
$35.2M +$1.42M +30,856 +4%
HG
27
Harbor Group
New Hampshire
$34.8M +$34.5M +748,550 +9,429%
SHFA
28
Sherrill & Hutchins Financial Advisory
Georgia
$33.5M +$33.5M +727,755 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$31.5M +$3.51M +76,251 +13%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$31.3M +$5.72M +124,162 +22%
CFD
31
Creative Financial Designs
Indiana
$30.8M +$9.49M +206,223 +45%
DAS
32
Dynamic Advisor Solutions
Arizona
$30.5M +$4.37M +96,074 +17%
VC
33
Vicus Capital
Pennsylvania
$30.5M +$779K +16,914 +3%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$29.8M +$3.55M +77,054 +14%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$29.4M +$29.4M +639,096 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$28.9M +$2.38M +51,693 +9%
SWM
37
Spire Wealth Management
Virginia
$26.8M -$1.05M -23,118 -4%
WFA
38
WestHill Financial Advisors
California
$26.6M +$151K +3,290 +0.6%
HNB
39
Huntington National Bank
Ohio
$25.3M -$21.6M – –
WC
40
Whitney & Co
New York
$24.8M +$24.8M +539,480 New
Baird Financial Group
41
Baird Financial Group
Wisconsin
$24.8M +$11.8M +255,969 +90%
GIA
42
Goodwin Investment Advisory
Georgia
$24.7M +$660K +14,326 +3%
CAM
43
CPA Asset Management
Florida
$24.2M +$1.55M +33,562 +7%
AWM
44
Axxcess Wealth Management
California
$23.9M -$79.4K -1,724 -0.3%
HighTower Advisors
45
HighTower Advisors
Illinois
$23.9M +$229K +4,981 +1%
RW
46
Regimen Wealth
Georgia
$23.4M +$329K +7,099 +1%
PCM
47
Presidio Capital Management
California
$23.1M +$69.2K +1,502 +0.3%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$22.9M +$1.11M +24,101 +5%
SWM
49
Shakespeare Wealth Management
Wisconsin
$22.9M +$417K +9,059 +2%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$22.9M -$619K -13,435 -3%
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