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

Top Sellers

1
Jane Street
Jane Street
New York
$695K
2
HNB
Huntington National Bank
Ohio
$30.2M
3
PCA
Pallas Capital Advisors
Massachusetts
$27.4M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$850M
5
Corient Private Wealth
Corient Private Wealth
Florida
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
501
CGC Financial Services
Oregon
$289K -$142K -3,159 -33%
NEPWA
502
New England Private Wealth Advisors
Massachusetts
$287K +$287K +6,389 New
Cerity Partners
503
Cerity Partners
New York
$282K +$282K +6,279 New
WS
504
Wedbush Securities
California
$274K +$71.3K +1,592 +35%
CWM
505
Congress Wealth Management
Massachusetts
$273K -$11.1K -248 -4%
IDA
506
Intelligence Driven Advisers
California
$269K -$86.3K -1,923 -24%
EWA
507
EP Wealth Advisors
California
$267K +$267K +5,948 New
AG
508
Ascent Group
Virginia
$267K +$267K +5,940 New
CFB
509
Cullen/Frost Bankers
Texas
$253K +$88.4K +1,970 +54%
RFN
510
Redwood Financial Network
Ohio
$247K -$56.7K -1,263 -19%
SI
511
Saxon Interests
Texas
$245K -$115K -2,568 -32%
AWM
512
AE Wealth Management
Kansas
$242K -$188K -4,180 -44%
DWP
513
Daymark Wealth Partners
Ohio
$238K -$17.7K -394 -7%
AT
514
American Trust
Kentucky
$235K +$235K +5,233 New
Fisher Asset Management
515
Fisher Asset Management
Washington
$231K +$231K +5,145 New
LWM
516
Liberty Wealth Management
California
$228K -$170K -2,150 -43%
CIP
517
Capital Insight Partners
Arizona
$227K – – –
MGIA
518
Moneta Group Investment Advisors
Missouri
$224K +$16.9K +377 +8%
WP
519
WealthShield Partners
North Carolina
$217K -$5.19K -115 -2%
PWP
520
Precedent Wealth Partners
Texas
$217K -$20.3K -452 -9%
JSL
521
JT Stratford LLC
Georgia
$217K +$217K +4,827 New
DBRC
522
D.B. Root & Company
Pennsylvania
$216K -$35K -779 -14%
CIA
523
Capital Investment Advisors
Georgia
$214K +$214K +4,775 New
GC
524
Grimes & Company
Massachusetts
$213K +$2.06K +46 +1%
PWP
525
Perfromance Wealth Partners
Illinois
$204K – – –
19 20
21
22 23