FBND icon

Fidelity Total Bond ETF

465 hedge funds and large institutions have $6.13B invested in Fidelity Total Bond ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 268 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+51
Holders Change %
+12.32%
% of All Funds
6.74%
Holding in Top 10
88
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.64%
% of All Funds
1.28%
New
77
Increased
268
Reduced
86
Closed
22
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
101
Cetera Advisor Networks
California
$12.6M +$1.93M +42,685 +18%
KV
102
Kickstand Ventures
New York
$12.2M +$938K +20,709 +8%
IA
103
IAM Advisory
Pennsylvania
$12.2M -$114K -2,525 -0.9%
CWM
104
Capital Wealth Management
Rhode Island
$12M +$1,000K +22,063 +9%
Truist Financial
105
Truist Financial
North Carolina
$12M +$5.06M +111,579 +73%
RWS
106
Resolute Wealth Strategies
Mississippi
$11.9M +$929K +20,514 +8%
BEAM
107
Baker Ellis Asset Management
Washington
$11.7M +$176K +3,890 +2%
OC
108
Oppenheimer & Co
New York
$11.7M +$655K +14,463 +6%
CAC
109
Certified Advisory Corp
Florida
$11.6M +$11.3M +248,826 +3,572%
DC
110
Destiny Capital
Colorado
$11.4M +$1.17M +25,832 +11%
LFAS
111
Level Four Advisory Services
Texas
$11.1M +$322K +6,990 +3%
AF
112
Allworth Financial
California
$10.8M -$1.58M -34,895 -13%
Mariner
113
Mariner
Kansas
$10.7M +$2.39M +52,834 +29%
PPW
114
Pasadena Private Wealth
California
$10.6M +$345K +7,625 +3%
HI
115
Harbour Investments
Wisconsin
$10.6M +$4.9M +108,203 +87%
SXL
116
Summit X LLC
Missouri
$10.3M -$2.92M -64,552 -22%
GFG
117
Goldstone Financial Group
Illinois
$10.2M +$793K +17,498 +8%
WIP
118
WealthCare Investment Partners
Rhode Island
$9.98M +$1.94M +42,730 +24%
LA
119
LPF Advisors
Florida
$9.94M +$239K +5,276 +2%
HAIM
120
Hunter Associates Investment Management
Pennsylvania
$9.78M +$1.97M +43,374 +25%
MA
121
MJP Associates
Connecticut
$9.74M +$7.2M +159,013 +284%
PWA
122
Physician Wealth Advisors
Utah
$9.25M +$1.64M +37,225 +22%
SC
123
Steph & Co
Wisconsin
$9.14M +$104K +2,294 +1%
LWL
124
Leo Wealth LLC
Texas
$9.07M +$839K +18,660 +10%
BAG
125
Bridgewealth Advisory Group
California
$8.98M +$7.53M +166,291 +522%