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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 %
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$57.9M +$36.2M +805,000 +167%
RJA
27
Raymond James & Associates
Florida
$53.4M +$14.1M +313,872 +36%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$52.4M +$8.34M +185,577 +19%
TA
29
TruWealth Advisors
Louisiana
$51.9M +$31.4M +698,206 +153%
DWM
30
Dynasty Wealth Management
Florida
$49.2M +$49.2M +1,094,805 New
FWP
31
Falcon Wealth Planning
California
$46M +$37.9M +842,929 +466%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$45M +$3.38M +75,244 +8%
QWP
33
Quotient Wealth Partners
Texas
$44.3M +$44.3M +985,763 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$42M +$28.9M +642,707 +220%
DAS
35
Dynamic Advisor Solutions
Arizona
$41.6M +$7.64M +170,153 +23%
SFG
36
Sunburst Financial Group
Alabama
$39.6M -$611K -13,610 -2%
HG
37
Harbor Group
New Hampshire
$37.4M +$1.58M +35,082 +4%
HIP
38
HUB Investment Partners
Texas
$37M +$4.36M +97,129 +13%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$36.3M +$1.83M +40,626 +5%
MSWM
40
McGlone Suttner Wealth Management
Wisconsin
$35.2M -$1.35M -29,253 -4%
SHFA
41
Sherrill & Hutchins Financial Advisory
Georgia
$35.2M +$1.69M +37,713 +5%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$34.9M +$753K +16,765 +2%
CFD
43
Creative Financial Designs
Indiana
$34.4M +$2.62M +58,289 +8%
EDRIA
44
Edmonds Duncan Registered Investment Advisors
Kansas
$31.3M +$15.4M +342,190 +96%
VC
45
Vicus Capital
Pennsylvania
$30.4M -$853K -18,982 -3%
PCA
46
Pallas Capital Advisors
Massachusetts
$29.8M +$628K +13,796 +2%
HighTower Advisors
47
HighTower Advisors
Illinois
$28.6M +$1.1M +24,401 +4%
SCP
48
Shorepoint Capital Partners
Massachusetts
$28.5M +$1.09M +24,292 +4%
HNB
49
Huntington National Bank
Ohio
$28.2M -$26.3M – –
WFA
50
WestHill Financial Advisors
California
$28.2M +$327K +7,282 +1%
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