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Fidelity Total Bond ETF
FBND

Overview Fund Activity

610 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, 331 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
8.28%
Holding in Top 10
144
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.5%
% of All Funds
1.96%
New
71
Increased
331
Reduced
169
Closed
44
Calls
$1.61M
Puts
$78K
Net Calls
+$1.53M
Net Calls Change
+$1.19M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$355M
2
Creative Planning
Creative Planning
Kansas
+$175M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$139M
4
DWM
Dynasty Wealth Management
Florida
+$138M
5
QWP
Quotient Wealth Partners
Texas
+$97.3M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$67.1M
2
HNB
Huntington National Bank
Ohio
-$30.2M
3
MML Investors Services
MML Investors Services
Massachusetts
-$28.5M
4
FA
Fermata Advisors
California
-$27.2M
5
EP
Essential Planning
New Hampshire
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
26
Capital Analysts LLC
Pennsylvania
$101M +$11.3M +247,042 +13%
RWM
27
Ritholtz Wealth Management
New York
$100M +$15.7M +343,156 +18%
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$89.7M +$16.8M +367,028 +23%
MCWS
29
McKinley Carter Wealth Services
West Virginia
$87M +$16.2M +355,124 +23%
SFS
30
Summit Financial Strategies
Ohio
$86.4M +$7.04M +154,221 +9%
SWA
31
Sax Wealth Advisors
New Jersey
$85.4M +$21.7M +475,648 +34%
TA
32
TruWealth Advisors
Louisiana
$83M +$3.61M +79,018 +5%
HighTower Advisors
33
HighTower Advisors
Illinois
$79.2M +$1.26M +27,606 +2%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$75.8M +$2.13M +46,710 +3%
Wells Fargo
35
Wells Fargo
California
$73.3M +$70.7M +1,549,405 +2,802%
OWA
36
Octavia Wealth Advisors
Ohio
$67.5M +$461K +10,067 +0.7%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$67.4M +$2.75M +60,287 +4%
MWM
38
Modern Wealth Management
Kansas
$59.5M +$17.7M +387,058 +42%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$58M -$8.71M -190,720 -13%
Jane Street
40
Jane Street
New York
$57.5M +$56.8M +1,244,998 +8,037%
VFA
41
Valeo Financial Advisors
Indiana
$55M +$15.9M +383,877 +41%
MML Investors Services
42
MML Investors Services
Massachusetts
$53.5M -$28.5M -624,130 -35%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$52.4M +$3.16M +69,118 +6%
FWP
44
Falcon Wealth Planning
California
$52.1M +$1.43M +31,375 +3%
ACA
45
Aptus Capital Advisors
Alabama
$50.1M +$2.46M +53,951 +5%
HIP
46
HUB Investment Partners
Texas
$50.1M +$3.67M +80,385 +8%
AAS
47
Ameritas Advisory Services
Nebraska
$48.3M +$1.54M +33,881 +3%
SFG
48
Sunburst Financial Group
Alabama
$47.1M +$2.06M +45,167 +5%
DAS
49
Dynamic Advisor Solutions
Arizona
$46.7M +$1.44M +31,495 +3%
HG
50
Harbor Group
New Hampshire
$43M +$1.08M +23,553 +3%
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