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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.

New
Increased
Maintained
Reduced
Closed
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 %
OWM
101
Opes Wealth Management
California
$7.19M +$943K +21,654 +15%
LOIP
102
Live Oak Investment Partners
Texas
$7.07M -$3.69M – –
KWS
103
Keystone Wealth Services
California
$6.91M +$6.59M +151,274 +2,046%
AL
104
Aspiriant LLC
California
$6.86M +$545K +12,502 +9%
TFA
105
Teamwork Financial Advisors
Texas
$6.79M +$333K +7,637 +5%
AFG
106
Allegheny Financial Group
Pennsylvania
$6.74M +$2.33M +53,516 +53%
PWA
107
Physician Wealth Advisors
Utah
$6.46M +$665K +15,313 +11%
VA
108
Valmark Advisers
Ohio
$6.34M +$876K +20,116 +16%
HAIM
109
Hunter Associates Investment Management
Pennsylvania
$6.19M +$1.61M +36,983 +35%
AO
110
Advisor OS
Illinois
$6.13M +$4.71M +108,223 +333%
Truist Financial
111
Truist Financial
North Carolina
$6.13M +$916K +21,021 +18%
SC
112
Steph & Co
Wisconsin
$5.81M +$464K +10,652 +9%
FCM
113
Family Capital Management
Michigan
$5.76M +$476K +10,917 +9%
UWM
114
USAdvisors Wealth Management
Minnesota
$5.74M +$920K +21,126 +19%
CWM
115
Cornerstone Wealth Management
Missouri
$5.66M +$162K +3,716 +3%
PWA
116
Primoris Wealth Advisors
Florida
$5.6M +$3.86M +88,521 +221%
IWP
117
Insight Wealth Partners
Texas
$5.27M +$169K +3,871 +3%
HA
118
Hofer & Associates
California
$4.9M +$36.1K +829 +0.7%
SPC
119
Sigma Planning Corp
Michigan
$4.82M +$418K +9,586 +9%
LWMNY
120
Landmark Wealth Management (New York)
New York
$4.45M +$4.45M +102,198 New
MTWM
121
Masso Torrence Wealth Management
New Jersey
$4.39M +$326K +7,478 +8%
OFP
122
OLIO Financial Planning
Virginia
$4.34M +$385K +8,846 +10%
CWMU
123
Caliber Wealth Management (Utah)
Utah
$4.31M -$54.9K -1,261 -1%
SI
124
Saxon Interests
Texas
$4.31M +$4.31M +98,978 New
HI
125
Harbour Investments
Wisconsin
$4.28M +$421K +9,665 +11%
3 4
5
6 7