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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 %
VNA
76
Valley National Advisers
Pennsylvania
$20.2M +$278K +6,178 +1%
NRI
77
NFP Retirement Inc
California
$20.1M +$919K +20,451 +5%
WA
78
WBH Advisory
Maryland
$19.9M +$949K +21,120 +5%
MSFS
79
Main Street Financial Solutions
Pennsylvania
$19.9M +$1.51M +33,550 +8%
AAS
80
Avantax Advisory Services
Texas
$19.9M +$2.73M +60,685 +16%
KIM
81
Kestra Investment Management
Texas
$19.6M +$19.6M +436,111 New
BWG
82
Beta Wealth Group
California
$19.3M +$1.13M +25,040 +6%
Jane Street
83
Jane Street
New York
$19.3M -$27.7M -616,393 -59%
CIA
84
Compass Ion Advisors
Pennsylvania
$18.9M +$142K +3,133 +0.8%
SWA
85
Sax Wealth Advisors
New Jersey
$18.7M +$16.1M +359,104 +637%
WMR
86
Wealth Management Resources
Rhode Island
$18.4M +$3.34M +74,310 +22%
RWA
87
Rooted Wealth Advisors
Illinois
$17.6M +$1.48M +32,488 +9%
BBNB
88
Baker Boyer National Bank
Washington
$17.6M +$884K +19,674 +5%
DC
89
DeDora Capital
California
$17.5M +$1M +22,266 +6%
NA
90
NewEdge Advisors
Louisiana
$17.5M +$11.7M +259,711 +201%
AL
91
Aspiriant LLC
California
$17.2M +$1.83M +40,659 +12%
MCWS
92
McKinley Carter Wealth Services
West Virginia
$17.1M +$17.1M +380,195 New
TWP
93
Triad Wealth Partners
Kansas
$17.1M +$2.3M +51,165 +16%
AT
94
Arden Trust
Delaware
$17M +$306K +6,809 +2%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$17M -$3.93M -87,532 -19%
GRP
96
Global Retirement Partners
California
$16.8M +$3.58M +79,608 +27%
Corient Private Wealth
97
Corient Private Wealth
Florida
$16.6M +$67.9K +1,502 +0.4%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$16.6M -$503K -11,190 -3%
GAM
99
Gotham Asset Management
New York
$16.2M +$14M +310,700 +621%
EFP
100
EnRich Financial Partners
Wisconsin
$16M +$871K +19,391 +6%
2 3
4
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