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Fidelity Total Bond ETF
FBND

Overview Fund Activity

465 hedge funds and large institutions have $6.13B invested in Fidelity Total Bond ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 268 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+51
Holders Change %
+12.32%
% of All Funds
6.74%
Holding in Top 10
88
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.64%
% of All Funds
1.28%
New
77
Increased
268
Reduced
86
Closed
22
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$397M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$61.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$573M
4
RA
RFG Advisory
Alabama
$162M
5
CTB
Country Trust Bank
Illinois
$240M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$127M
2
Jane Street
Jane Street
New York
$47.4M
3
HNB
Huntington National Bank
Ohio
$26.3M
4
AWM
Axxcess Wealth Management
California
$1.89M
5
AFG
AFS Financial Group
Maryland
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
51
CPA Asset Management
Florida
$24.8M +$969K +21,376 +4%
SWM
52
Shakespeare Wealth Management
Wisconsin
$24.5M +$1.9M +42,009 +8%
WAAG
53
Wealth Alliance Advisory Group
Kansas
$24.2M +$1.86M +41,146 +8%
RW
54
Regimen Wealth
Georgia
$23.8M +$926K +20,435 +4%
DA
55
Drake & Associates
Wisconsin
$23.3M +$1.46M +32,120 +7%
PCM
56
Presidio Capital Management
California
$22.9M +$141K +3,117 +0.6%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$21.9M -$7.08M -156,204 -24%
GC
58
Gratus Capital
Georgia
$21.8M +$1.35M +29,848 +7%
WAM
59
Weatherly Asset Management
California
$21.6M +$3.1M +68,156 +17%
VFPI
60
Vantage Financial Partners (Illinois)
Illinois
$21.5M +$3.91M +86,325 +22%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$21M +$3.14M +69,445 +18%
CFC
62
Coyle Financial Counsel
Illinois
$20.9M +$842K +18,586 +4%
TA
63
TruWealth Advisors
Louisiana
$20.7M +$1.15M +25,274 +6%
FA
64
Fermata Advisors
California
$20.5M +$20M +440,497 +4,003%
VNA
65
Valley National Advisers
Pennsylvania
$20.1M +$1.96M +43,256 +11%
AAS
66
Ameritas Advisory Services
Nebraska
$20.1M +$8.7M +193,043 +77%
RPGK
67
Retirement Planning Group (Kansas)
Kansas
$20M +$783K +17,283 +4%
PWM
68
Power Wealth Management
Georgia
$19.8M +$2.95M +65,057 +18%
NRI
69
NFP Retirement Inc
California
$19.4M +$2.57M +56,771 +15%
WA
70
WBH Advisory
Maryland
$19.1M +$3.3M +72,776 +21%
CIA
71
Compass Ion Advisors
Pennsylvania
$18.8M +$757K +16,705 +4%
AWS
72
Atria Wealth Solutions
New York
$18.6M +$442K +9,739 +2%
MSFS
73
Main Street Financial Solutions
Pennsylvania
$18.5M +$2.2M +48,648 +14%
CCWM
74
Correct Capital Wealth Management
Missouri
$18.5M +$2.62M +57,737 +16%
BWG
75
Beta Wealth Group
California
$18.4M +$2.54M +55,973 +16%
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