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Fidelity Total Bond ETF
FBND

Overview Fund Activity

596 hedge funds and large institutions have $14.8B invested in Fidelity Total Bond ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 321 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+75
Holders Change %
+14.4%
% of All Funds
7.94%
Holding in Top 10
128
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.32%
% of All Funds
1.7%
New
117
Increased
321
Reduced
123
Closed
29
Calls
$552K
Puts
$206K
Net Calls
+$346K
Net Calls Change
+$210K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$3.29B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.58B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$323M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$78.9M
5
DWM
5
Dynasty Wealth Management
Florida
$132M

Top Sellers

1
Jane Street
1
Jane Street
New York
$695K
2
HNB
2
Huntington National Bank
Ohio
$30.2M
3
PCA
3
Pallas Capital Advisors
Massachusetts
$27.4M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$850M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
26
Ritholtz Wealth Management
New York
$83.2M +$4.27M +95,073 +5%
MML Investors Services
27
MML Investors Services
Massachusetts
$80.6M +$2.7M +60,098 +3%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$78.9M +$78.9M +1,758,308 New
TA
29
TruWealth Advisors
Louisiana
$78.1M +$24.1M +536,547 +45%
SFS
30
Summit Financial Strategies
Ohio
$78M +$6.62M +147,437 +9%
HighTower Advisors
31
HighTower Advisors
Illinois
$76.6M +$45.4M +1,011,341 +145%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$72.4M +$41.2M +917,568 +132%
RPGK
33
Retirement Planning Group (Kansas)
Kansas
$71.7M +$29.5M +656,841 +70%
MCWS
34
McKinley Carter Wealth Services
West Virginia
$69.6M +$8.74M +194,687 +14%
OWA
35
Octavia Wealth Advisors
Ohio
$66M +$3.68M +81,526 +6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$65.6M +$25.2M +561,876 +62%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$63.6M +$6.43M +143,288 +11%
SWA
38
Sax Wealth Advisors
New Jersey
$62.6M +$30.3M +675,795 +94%
FWP
39
Falcon Wealth Planning
California
$49.8M +$1.01M +22,470 +2%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$48.4M +$2.42M +53,921 +5%
QWP
41
Quotient Wealth Partners
Texas
$47.1M +$1.11M +24,811 +2%
CA
42
Crane Advisory
California
$47.1M -$1.8M -40,029 -4%
ACA
43
Aptus Capital Advisors
Alabama
$47M +$7.76M +172,160 +20%
AAS
44
Ameritas Advisory Services
Nebraska
$46.2M +$15.5M +345,964 +51%
HIP
45
HUB Investment Partners
Texas
$45.6M +$4.59M +102,233 +11%
DAS
46
Dynamic Advisor Solutions
Arizona
$44.5M +$1.56M +34,818 +4%
SFG
47
Sunburst Financial Group
Alabama
$44.3M +$5.22M +116,425 +13%
FA
48
Fermata Advisors
California
$43.3M -$3.69M -82,216 -8%
VFA
49
Valeo Financial Advisors
Indiana
$42.3M +$32.3M +719,592 +323%
HG
50
Harbor Group
New Hampshire
$41.2M +$1.56M +34,771 +4%
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