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Fidelity Total Bond ETF
FBND

Overview Fund Activity

473 hedge funds and large institutions have $7.7B invested in Fidelity Total Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 282 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+8
Holders Change %
+1.72%
% of All Funds
6.88%
Holding in Top 10
96
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.09%
% of All Funds
1.4%
New
57
Increased
282
Reduced
97
Closed
37
Calls
$139K
Puts
$243K
Net Calls
-$104K
Net Calls Change
-$109K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$928M
2
UBS Group
UBS Group
Switzerland
+$62.7M
3
SFS
Summit Financial Strategies
Ohio
+$56.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$56M
5
DWM
Dynasty Wealth Management
Florida
+$49.2M

Top Sellers

1
SFA
Sequoia Financial Advisors
Ohio
-$83.9M
2
Jane Street
Jane Street
New York
-$27.7M
3
HNB
Huntington National Bank
Ohio
-$26.3M
4
FTA
Financial & Tax Architects
Missouri
-$16.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
51
Goodwin Investment Advisory
Georgia
$27.9M +$2.61M +58,129 +10%
BCM
52
Brookstone Capital Management
Illinois
$27.4M +$2.23M +48,726 +9%
NL
53
Navalign LLC
California
$27.3M +$2.29M +50,940 +9%
MWM
54
Mascoma Wealth Management
New Hampshire
$26.9M +$1.98M +44,055 +8%
WC
55
Whitney & Co
New York
$26.4M +$892K +19,862 +3%
SWM
56
Spire Wealth Management
Virginia
$26.1M -$844K -18,844 -3%
CCWM
57
Correct Capital Wealth Management
Missouri
$25.8M +$7.45M +165,712 +41%
SWM
58
Shakespeare Wealth Management
Wisconsin
$25.8M +$1.55M +34,417 +6%
SFA
59
Sequoia Financial Advisors
Ohio
$25.6M -$83.9M -1,867,448 -77%
CAM
60
CPA Asset Management
Florida
$25.1M +$544K +12,112 +2%
AAS
61
Ameritas Advisory Services
Nebraska
$25M +$4.96M +110,497 +25%
WAAG
62
Wealth Alliance Advisory Group
Kansas
$24.8M +$862K +19,180 +4%
PWM
63
Power Wealth Management
Georgia
$24.8M +$5.25M +116,820 +27%
WAM
64
Weatherly Asset Management
California
$24.6M +$3.19M +70,661 +15%
DA
65
Drake & Associates
Wisconsin
$24M +$927K +20,629 +4%
RW
66
Regimen Wealth
Georgia
$24M +$356K +7,914 +2%
PCM
67
Presidio Capital Management
California
$23.9M +$1.18M +26,329 +5%
RCAG
68
Rehmann Capital Advisory Group
Michigan
$23.5M +$22.8M +508,446 +3,422%
NAS
69
Nicolet Advisory Services
Wisconsin
$22.8M +$22.8M +503,130 New
VFPI
70
Vantage Financial Partners (Illinois)
Illinois
$22.4M +$1.13M +25,122 +5%
GC
71
Gratus Capital
Georgia
$22.2M +$537K +11,943 +2%
SWMG
72
Sard Wealth Management Group
Georgia
$21.7M +$16.2M +359,658 +291%
LWA
73
Lineweaver Wealth Advisors
Ohio
$21.6M +$14.7M +327,797 +215%
RPGK
74
Retirement Planning Group (Kansas)
Kansas
$20.9M +$1.11M +24,722 +6%
CFC
75
Coyle Financial Counsel
Illinois
$20.9M – – –
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