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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 %
CFS
101
CGC Financial Services
Oregon
$10.9M +$10.9M +237,099 New
CAN
102
Cetera Advisor Networks
California
$10.8M +$8.39M +182,134 +345%
LFAS
103
Level Four Advisory Services
Texas
$10.8M +$602K +13,079 +6%
SPA
104
Sentinel Pension Advisors
Massachusetts
$10.7M +$515K +11,187 +5%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$10.5M -$10.1M -218,943 -49%
DC
106
Destiny Capital
Colorado
$10.4M +$10.4M +226,208 New
PPW
107
Pasadena Private Wealth
California
$10.4M -$220K -4,773 -2%
LA
108
LPF Advisors
Florida
$9.86M +$9.86M +214,128 New
GFG
109
Goldstone Financial Group
Illinois
$9.58M +$9.58M +208,028 New
SC
110
Steph & Co
Wisconsin
$9.19M +$3.04M +66,073 +50%
VA
111
Valmark Advisers
Ohio
$8.84M +$2.14M +46,501 +32%
AWM
112
AE Wealth Management
Kansas
$8.45M -$4.57M -100,342 -35%
Mariner
113
Mariner
Kansas
$8.43M +$5.4M +117,246 +178%
LIG
114
Lokken Investment Group
Delaware
$8.4M +$512K +11,121 +6%
LWL
115
Leo Wealth LLC
Texas
$8.34M +$8.34M +183,034 New
GPWA
116
Great Point Wealth Advisors
Massachusetts
$8.26M -$321K -6,963 -4%
WIP
117
WealthCare Investment Partners
Rhode Island
$8.1M -$165K -3,617 -2%
AFG
118
Allegheny Financial Group
Pennsylvania
$8.06M +$944K +20,510 +13%
UWM
119
USAdvisors Wealth Management
Minnesota
$8.03M +$1.96M +42,602 +32%
HAIM
120
Hunter Associates Investment Management
Pennsylvania
$7.94M +$1.4M +30,431 +21%
PWA
121
Physician Wealth Advisors
Utah
$7.86M +$1.09M +24,011 +16%
OWM
122
Opes Wealth Management
California
$7.79M +$196K +4,260 +3%
WG
123
Watchman Group
Texas
$7.62M +$4.65M +100,902 +156%
AI
124
Atria Investments
North Carolina
$7.47M +$3.52M +76,355 +89%
AO
125
Advisor OS
Illinois
$7.17M +$690K +14,985 +11%
3 4
5
6 7