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Fidelity Total Bond ETF
FBND

Overview Fund Activity

596 hedge funds and large institutions have $14.8B invested in Fidelity Total Bond ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 321 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+75
Holders Change %
+14.4%
% of All Funds
7.94%
Holding in Top 10
128
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.32%
% of All Funds
1.7%
New
117
Increased
321
Reduced
123
Closed
29
Calls
$552K
Puts
$206K
Net Calls
+$346K
Net Calls Change
+$210K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$3.29B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.58B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$323M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$78.9M
5
DWM
5
Dynasty Wealth Management
Florida
$132M

Top Sellers

1
Jane Street
1
Jane Street
New York
$695K
2
HNB
2
Huntington National Bank
Ohio
$30.2M
3
PCA
3
Pallas Capital Advisors
Massachusetts
$27.4M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$850M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Modern Wealth Management
Kansas
$41.1M +$41.1M +916,117 New
MSWM
52
McGlone Suttner Wealth Management
Wisconsin
$40.2M +$11.1M +247,922 +38%
SHFA
53
Sherrill & Hutchins Financial Advisory
Georgia
$37M +$1.4M +31,301 +4%
Creative Planning
54
Creative Planning
Kansas
$36.9M +$33.8M +754,299 +1,114%
CFD
55
Creative Financial Designs
Indiana
$34.8M +$836K +18,622 +2%
OFP
56
OLIO Financial Planning
Virginia
$34.4M +$29.3M +653,991 +584%
PWM
57
Power Wealth Management
Georgia
$33.4M +$4.92M +109,722 +17%
CCWM
58
Correct Capital Wealth Management
Missouri
$32.8M +$1.66M +36,894 +5%
DA
59
Drake & Associates
Wisconsin
$32.4M +$7.44M +164,569 +30%
GIA
60
Goodwin Investment Advisory
Georgia
$31.9M +$3.19M +70,980 +11%
WAM
61
Weatherly Asset Management
California
$31.6M +$3.41M +75,572 +12%
VC
62
Vicus Capital
Pennsylvania
$31.6M -$383K -8,540 -1%
BCM
63
Brookstone Capital Management
Illinois
$31.2M +$2.77M +61,756 +10%
WFA
64
WestHill Financial Advisors
California
$30.6M +$915K +20,403 +3%
SCP
65
Shorepoint Capital Partners
Massachusetts
$30.5M +$1.5M +33,497 +5%
HNB
66
Huntington National Bank
Ohio
$30.2M -$29.3M – –
NL
67
Navalign LLC
California
$29.9M +$1.52M +33,936 +5%
MWM
68
Mascoma Wealth Management
New Hampshire
$29.3M +$1.19M +26,557 +4%
AAS
69
Avantax Advisory Services
Texas
$29M +$5.64M +125,613 +24%
WC
70
Whitney & Co
New York
$28.5M +$1.16M +25,835 +4%
SWM
71
Shakespeare Wealth Management
Wisconsin
$28.2M +$722K +16,101 +3%
PCA
72
Pallas Capital Advisors
Massachusetts
$27.4M -$25.8M -574,098 -48%
WMR
73
Wealth Management Resources
Rhode Island
$27.3M +$7.22M +160,861 +36%
RCAG
74
Rehmann Capital Advisory Group
Michigan
$26.6M -$718K -15,993 -3%
RW
75
Regimen Wealth
Georgia
$26.5M +$2.07M +46,048 +8%
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