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Fidelity Total Bond ETF
FBND

Overview Fund Activity

346 hedge funds and large institutions have $3.84B invested in Fidelity Total Bond ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 69 reducing their positions, and 29 closing their positions.

Holders
346
Holders Change
+24
Holders Change %
+7.45%
% of All Funds
5.52%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.04%
New
57
Increased
199
Reduced
69
Closed
29
Calls
$274K
Puts
–
Net Calls
+$274K
Net Calls Change
-$12K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$131M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$121M
3
BCP
3
Blue Chip Partners
Michigan
$93.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$90.9M
5
RWM
5
Ritholtz Wealth Management
New York
$71M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$21.6M
2
PCM
2
Presidio Capital Management
California
$21.8M
3
AWM
3
Axxcess Wealth Management
California
$22.7M
4
RT
4
Rockland Trust
Massachusetts
$1.39M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNB
76
Baker Boyer National Bank
Washington
$12.6M -$261K -5,995 -2%
AWM
77
AE Wealth Management
Kansas
$12.5M +$2.62M +60,247 +27%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$12.3M +$668K +15,339 +6%
IA
79
IAM Advisory
Pennsylvania
$11.7M +$171K +3,937 +1%
RWMH
80
Riverpoint Wealth Management Holdings
Illinois
$11.6M +$167K +3,825 +1%
RWA
81
Rooted Wealth Advisors
Illinois
$11.5M +$2.51M +56,835 +28%
MA
82
Mutual Advisors
Nebraska
$10.9M +$2.8M +64,361 +34%
WAM
83
Weatherly Asset Management
California
$10.9M +$4.11M +94,135 +60%
JWBC
84
John W. Brooker & Co
California
$10.8M +$10.8M +246,980 New
ACG
85
Allen Capital Group
Nebraska
$10.7M -$211K -4,873 -2%
AAS
86
Avantax Advisory Services
Texas
$10.4M +$8.37M +192,214 +414%
CA
87
Cetera Advisors
Colorado
$10.3M -$259K -5,946 -2%
PPW
88
Pasadena Private Wealth
California
$10.1M +$1.37M +31,514 +16%
BEAM
89
Baker Ellis Asset Management
Washington
$9.9M +$936K +21,491 +10%
LFAS
90
Level Four Advisory Services
Texas
$9.62M +$312K +7,165 +3%
SPA
91
Sentinel Pension Advisors
Massachusetts
$9.61M +$454K +10,415 +5%
CWM
92
Capital Wealth Management
Rhode Island
$9.58M +$1.1M +25,188 +13%
RWS
93
Resolute Wealth Strategies
Mississippi
$9.46M +$9.46M +217,201 New
AF
94
Allworth Financial
California
$8.88M -$53K -1,216 -0.6%
LW
95
Linscomb Wealth
Texas
$8.83M +$66.8K +1,533 +0.8%
GPWA
96
Great Point Wealth Advisors
Massachusetts
$8.11M -$134K -3,072 -2%
WIP
97
WealthCare Investment Partners
Rhode Island
$7.84M +$797K +18,417 +11%
RWP
98
RWA Wealth Partners
Massachusetts
$7.82M -$764K -17,544 -9%
LIG
99
Lokken Investment Group
Delaware
$7.46M +$595K +13,649 +9%
CWM
100
CMH Wealth Management
New Hampshire
$7.43M +$483K +11,057 +7%
2 3
4
5 6