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Fidelity Total Bond ETF
FBND

Overview Fund Activity

414 hedge funds and large institutions have $5.29B invested in Fidelity Total Bond ETF in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 210 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+68
Holders Change %
+19.65%
% of All Funds
6.07%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.19%
New
95
Increased
210
Reduced
92
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$527M
2
Morgan Stanley
2
Morgan Stanley
New York
$177M
3
Bank of America
3
Bank of America
North Carolina
$331M
4
HG
4
Harbor Group
New Hampshire
$34.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$70.8M

Top Sellers

1
BAAM
1
Baker Avenue Asset Management
California
$6.31M
2
RA
2
RFG Advisory
Alabama
$114M
3
CTB
3
Country Trust Bank
Illinois
$202M
4
HNB
4
Huntington National Bank
Ohio
$25.3M
5
SL
5
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWG
76
Beta Wealth Group
California
$16.1M +$2.27M +49,305 +16%
BBNB
77
Baker Boyer National Bank
Washington
$15.8M +$2.55M +55,296 +19%
OAM
78
Occidental Asset Management
California
$15.6M -$300K -6,525 -2%
BCM
79
Brookstone Capital Management
Illinois
$15.5M -$5.3M -115,038 -25%
AAS
80
Avantax Advisory Services
Texas
$15.4M +$4.4M +95,672 +40%
EDRIA
81
Edmonds Duncan Registered Investment Advisors
Kansas
$15.3M +$13.2M +287,574 +655%
EFP
82
EnRich Financial Partners
Wisconsin
$14.9M +$14.9M +323,963 New
DC
83
DeDora Capital
California
$14.9M +$790K +17,168 +6%
AL
84
Aspiriant LLC
California
$14.7M +$7.43M +161,424 +103%
WMR
85
Wealth Management Resources
Rhode Island
$14.5M +$300K +6,509 +2%
RWA
86
Rooted Wealth Advisors
Illinois
$14.3M +$2.39M +52,537 +20%
JWBC
87
John W. Brooker & Co
California
$13.9M +$2.51M +54,431 +22%
FTA
88
Financial & Tax Architects
Missouri
$13.7M +$13.7M +296,876 New
GW
89
GW & Wade
Massachusetts
$13.4M +$13.4M +290,986 New
SXL
90
Summit X LLC
Missouri
$13.4M -$1.9M -41,215 -12%
RWMH
91
Riverpoint Wealth Management Holdings
Illinois
$12.8M +$500K +10,861 +4%
AF
92
Allworth Financial
California
$12.6M +$3.19M +69,195 +34%
IA
93
IAM Advisory
Pennsylvania
$12.5M +$118K +2,558 +1%
BEAM
94
Baker Ellis Asset Management
Washington
$11.7M +$1.28M +27,777 +12%
AAS
95
Ameritas Advisory Services
Nebraska
$11.6M -$1.86M -40,481 -14%
KV
96
Kickstand Ventures
New York
$11.5M +$11.2M +242,676 +3,706%
CA
97
Cetera Advisors
Colorado
$11.3M +$432K +9,382 +4%
CWM
98
Capital Wealth Management
Rhode Island
$11.2M +$1.09M +23,591 +11%
RWS
99
Resolute Wealth Strategies
Mississippi
$11.2M +$1.18M +25,582 +12%
OC
100
Oppenheimer & Co
New York
$11.2M +$11.2M +242,755 New
2 3
4
5 6