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Fidelity Total Bond ETF
FBND

Overview Fund Activity

414 hedge funds and large institutions have $5.29B invested in Fidelity Total Bond ETF in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 210 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+68
Holders Change %
+19.65%
% of All Funds
6.07%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.19%
New
95
Increased
210
Reduced
92
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$527M
2
Morgan Stanley
2
Morgan Stanley
New York
$177M
3
Bank of America
3
Bank of America
North Carolina
$331M
4
HG
4
Harbor Group
New Hampshire
$34.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$70.8M

Top Sellers

1
BAAM
1
Baker Avenue Asset Management
California
$6.31M
2
RA
2
RFG Advisory
Alabama
$114M
3
CTB
3
Country Trust Bank
Illinois
$202M
4
HNB
4
Huntington National Bank
Ohio
$25.3M
5
SL
5
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAAG
51
Wealth Alliance Advisory Group
Kansas
$22.7M +$1.31M +28,528 +6%
DA
52
Drake & Associates
Wisconsin
$22.2M +$849K +18,431 +4%
NL
53
Navalign LLC
California
$21.1M +$986K +21,408 +5%
GC
54
Gratus Capital
Georgia
$20.8M +$5.88M +127,713 +39%
CFC
55
Coyle Financial Counsel
Illinois
$20.4M -$185K -4,027 -0.9%
TA
56
TruWealth Advisors
Louisiana
$19.8M +$19.8M +431,058 New
OWA
57
Octavia Wealth Advisors
Ohio
$19.7M +$2.13M +46,020 +12%
RPGK
58
Retirement Planning Group (Kansas)
Kansas
$19.5M +$2.36M +51,166 +14%
AFG
59
AFS Financial Group
Maryland
$19.1M +$18.4M +400,022 +2,668%
MWM
60
Mascoma Wealth Management
New Hampshire
$19.1M +$2.52M +54,692 +15%
WAM
61
Weatherly Asset Management
California
$18.8M +$7.23M +156,378 +63%
AWS
62
Atria Wealth Solutions
New York
$18.4M +$1.79M +38,833 +11%
VNA
63
Valley National Advisers
Pennsylvania
$18.4M -$19.2K -418 -0.1%
CIA
64
Compass Ion Advisors
Pennsylvania
$18.3M +$2.32M +50,313 +15%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$18.2M -$299K -6,493 -2%
FFS
66
Founders Financial Securities
Maryland
$17.9M +$1.55M +33,708 +9%
VFPI
67
Vantage Financial Partners (Illinois)
Illinois
$17.8M +$13.9M +302,672 +358%
Corient Private Wealth
68
Corient Private Wealth
Florida
$17.4M +$17M +368,602 +3,826%
HIP
69
HUB Investment Partners
Texas
$17.2M +$17.2M +374,080 New
HI
70
Horizon Investments
North Carolina
$17.2M +$1.23M +26,869 +8%
PWM
71
Power Wealth Management
Georgia
$17.1M +$17.1M +370,876 New
NRI
72
NFP Retirement Inc
California
$17.1M +$1.55M +33,738 +10%
MSFS
73
Main Street Financial Solutions
Pennsylvania
$16.6M -$251K -5,462 -1%
CCWM
74
Correct Capital Wealth Management
Missouri
$16.1M +$16.1M +350,710 New
WA
75
WBH Advisory
Maryland
$16.1M +$1.63M +35,382 +11%
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