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Fidelity Total Bond ETF
FBND

Overview Fund Activity

521 hedge funds and large institutions have $9.46B invested in Fidelity Total Bond ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 309 increasing their positions, 100 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+48
Holders Change %
+10.15%
% of All Funds
7.54%
Holding in Top 10
111
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.63%
% of All Funds
1.61%
New
79
Increased
309
Reduced
100
Closed
20
Calls
$206K
Puts
$70K
Net Calls
+$136K
Net Calls Change
+$240K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.31B
2
MG
2
Mather Group
Illinois
$166M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$209M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$98M
5
CA
5
Crane Advisory
California
$50.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
HNB
2
Huntington National Bank
Ohio
$29.3M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$32.5M
4
SFA
4
Sequoia Financial Advisors
Ohio
$11.7M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
51
Vicus Capital
Pennsylvania
$33.4M +$1.76M +37,746 +6%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$32.5M -$27.7M -591,603 -46%
CCWM
53
Correct Capital Wealth Management
Missouri
$32.5M +$5.65M +120,929 +21%
HighTower Advisors
54
HighTower Advisors
Illinois
$32.5M +$2.73M +58,405 +9%
AAS
55
Ameritas Advisory Services
Nebraska
$31.9M +$5.96M +127,614 +23%
WFA
56
WestHill Financial Advisors
California
$31M +$1.64M +35,194 +6%
MSWM
57
McGlone Suttner Wealth Management
Wisconsin
$30.3M -$5.43M -116,169 -15%
SCP
58
Shorepoint Capital Partners
Massachusetts
$30.2M +$556K +11,895 +2%
GIA
59
Goodwin Investment Advisory
Georgia
$29.9M +$945K +20,198 +3%
PWM
60
Power Wealth Management
Georgia
$29.7M +$3.85M +82,377 +15%
BCM
61
Brookstone Capital Management
Illinois
$29.6M +$1.58M +33,769 +6%
NL
62
Navalign LLC
California
$29.6M +$1.12M +23,940 +4%
WAM
63
Weatherly Asset Management
California
$29.4M +$3.8M +81,090 +15%
HNB
64
Huntington National Bank
Ohio
$29.3M -$28.2M – –
MWM
65
Mascoma Wealth Management
New Hampshire
$29.3M +$1.34M +28,602 +5%
SWM
66
Shakespeare Wealth Management
Wisconsin
$28.7M +$1.82M +39,044 +7%
WC
67
Whitney & Co
New York
$28.5M +$958K +20,500 +3%
RCAG
68
Rehmann Capital Advisory Group
Michigan
$28.4M +$3.95M +84,556 +16%
SWM
69
Spire Wealth Management
Virginia
$27.3M +$89.4K +1,913 +0.3%
WAAG
70
Wealth Alliance Advisory Group
Kansas
$26.8M +$952K +20,368 +4%
CAM
71
CPA Asset Management
Florida
$26.5M +$347K +7,426 +1%
NA
72
NewEdge Advisors
Louisiana
$25.8M +$7.59M +162,389 +42%
DA
73
Drake & Associates
Wisconsin
$25.8M +$779K +16,671 +3%
RW
74
Regimen Wealth
Georgia
$25.5M +$538K +11,503 +2%
NAS
75
Nicolet Advisory Services
Wisconsin
$24.9M +$1.51M +32,344 +6%
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