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Fidelity Total Bond ETF
FBND

Overview Fund Activity

346 hedge funds and large institutions have $3.84B invested in Fidelity Total Bond ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+24
Holders Change %
+7.45%
% of All Funds
5.52%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.04%
New
57
Increased
199
Reduced
69
Closed
29
Calls
$274K
Puts
–
Net Calls
+$274K
Net Calls Change
-$12K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$131M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$121M
3
BCP
3
Blue Chip Partners
Michigan
$93.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$90.9M
5
RWM
5
Ritholtz Wealth Management
New York
$71M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$21.6M
2
PCM
2
Presidio Capital Management
California
$21.8M
3
AWM
3
Axxcess Wealth Management
California
$22.7M
4
RT
4
Rockland Trust
Massachusetts
$1.39M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
51
Brookstone Capital Management
Illinois
$19.2M +$1.22M +28,763 +7%
NL
52
Navalign LLC
California
$19M -$8.97K -206 -0%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$17.5M -$74.7K -1,716 -0.4%
VNA
54
Valley National Advisers
Pennsylvania
$17.4M +$1.45M +33,331 +9%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$16.8M +$4.43M +101,793 +36%
OWA
56
Octavia Wealth Advisors
Ohio
$16.6M +$581K +13,295 +4%
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$16.2M +$862K +19,791 +6%
MSFS
58
Main Street Financial Solutions
Pennsylvania
$15.9M +$324K +7,447 +2%
AWS
59
Atria Wealth Solutions
New York
$15.7M +$2.62M +59,906 +20%
MWM
60
Mascoma Wealth Management
New Hampshire
$15.7M +$1.25M +28,647 +9%
FFS
61
Founders Financial Securities
Maryland
$15.5M +$1.19M +27,408 +8%
CIA
62
Compass Ion Advisors
Pennsylvania
$15.1M +$15.1M +346,940 New
HI
63
Horizon Investments
North Carolina
$15.1M +$998K +23,004 +7%
OAM
64
Occidental Asset Management
California
$15.1M +$1.54M +35,291 +11%
NRI
65
NFP Retirement Inc
California
$14.7M -$502K -11,532 -3%
WWM
66
Windsor Wealth Management
Indiana
$14.5M +$2.05M +47,126 +16%
SXL
67
Summit X LLC
Missouri
$14.5M -$1.15M -26,289 -7%
GC
68
Gratus Capital
Georgia
$14.1M -$191K -4,381 -1%
WA
69
WBH Advisory
Maryland
$13.7M -$435K -9,982 -3%
PWP
70
Principle Wealth Partners
Connecticut
$13.6M -$227K -5,203 -2%
WMR
71
Wealth Management Resources
Rhode Island
$13.5M +$896K +20,535 +7%
DC
72
DeDora Capital
California
$13.3M +$707K +16,222 +6%
BWG
73
Beta Wealth Group
California
$13.1M +$1.66M +38,038 +15%
AAS
74
Ameritas Advisory Services
Nebraska
$12.7M +$11.9M +272,901 +1,384%
AWA
75
Amplius Wealth Advisors
Pennsylvania
$12.7M +$3.34M +76,559 +36%
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3
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