FBND icon

Fidelity Total Bond ETF

612 hedge funds and large institutions have $15.7B invested in Fidelity Total Bond ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 332 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
144
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.61M
Puts
$78K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
26
Capital Analysts LLC
Pennsylvania
$101M
RWM
27
Ritholtz Wealth Management
New York
$100M
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$89.7M
MCWS
29
McKinley Carter Wealth Services
West Virginia
$87M
SFS
30
Summit Financial Strategies
Ohio
$86.4M
SWA
31
Sax Wealth Advisors
New Jersey
$85.4M
TA
32
TruWealth Advisors
Louisiana
$83M
HighTower Advisors
33
HighTower Advisors
Illinois
$79.2M
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$75.8M
Wells Fargo
35
Wells Fargo
California
$73.3M
OWA
36
Octavia Wealth Advisors
Ohio
$67.5M
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$67.4M
MWM
38
Modern Wealth Management
Kansas
$59.5M
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$58M
Jane Street
40
Jane Street
New York
$57.5M
VFA
41
Valeo Financial Advisors
Indiana
$55M
MML Investors Services
42
MML Investors Services
Massachusetts
$53.5M
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$52.4M
FWP
44
Falcon Wealth Planning
California
$52.1M
ACA
45
Aptus Capital Advisors
Alabama
$50.1M
HIP
46
HUB Investment Partners
Texas
$50.1M
AAS
47
Ameritas Advisory Services
Nebraska
$48.3M
SFG
48
Sunburst Financial Group
Alabama
$47.1M
DAS
49
Dynamic Advisor Solutions
Arizona
$46.7M
HG
50
Harbor Group
New Hampshire
$43M