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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
JPMorgan Chase & Co
New York
$131M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$121M
3
BCP
Blue Chip Partners
Michigan
$93.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$90.9M
5
RWM
Ritholtz Wealth Management
New York
$71M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$21.6M
2
PCM
Presidio Capital Management
California
$21.8M
3
AWM
Axxcess Wealth Management
California
$22.7M
4
RT
Rockland Trust
Massachusetts
$1.39M
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
126
Private Advisor Group
New Jersey
$4.16M +$155K +3,560 +4%
MAG
127
Mayfair Advisory Group
Alabama
$4.14M +$1.4M +32,301 +51%
TWC
128
TD Waterhouse Canada
Ontario, Canada
$4.11M -$29.4K -659 -0.7%
PA
129
Paragon Advisors
Texas
$4.09M +$879K +20,186 +27%
PIA
130
Powell Investment Advisors
Florida
$3.95M -$363K -8,295 -8%
ST
131
Spinnaker Trust
Maine
$3.9M +$156K +3,592 +4%
Creative Planning
132
Creative Planning
Kansas
$3.76M -$1.04M -23,892 -22%
CF
133
Centaurus Financial
California
$3.76M +$136K +3,131 +4%
AI
134
Atria Investments
North Carolina
$3.75M +$1.67M +38,225 +80%
VFPI
135
Vantage Financial Partners (Illinois)
Illinois
$3.68M +$3.68M +84,533 New
LCC
136
Lincoln Capital Corp
Rhode Island
$3.63M +$113K +2,586 +3%
VWA
137
Visionary Wealth Advisors
Illinois
$3.57M +$72.3K +1,659 +2%
FPAS
138
Focus Partners Advisor Solutions
Missouri
$3.49M +$410K +9,413 +13%
OFG
139
OmniStar Financial Group
North Carolina
$3.44M +$65.6K +1,502 +2%
SIA
140
Soltis Investment Advisors
Utah
$3.42M +$5.45K +125 +0.2%
IWC
141
Integrated Wealth Concepts
Massachusetts
$3.4M +$171K +3,931 +5%
FHA
142
Flagship Harbor Advisors
Massachusetts
$3.36M -$101K -2,309 -3%
SPA
143
Shore Point Advisors
New Jersey
$3.35M +$127K +2,911 +4%
PA
144
PFG Advisors
Arizona
$3.32M +$691K +15,866 +26%
ACA
145
Anchor Capital Advisors
Massachusetts
$3.29M -$3.49K -80 -0.1%
LS
146
Leelyn Smith
Illinois
$3.24M +$3.24M +74,472 New
EP
147
Eudaimonia Partners
Tennessee
$3.22M +$53.2K +1,222 +2%
CIC
148
Carnegie Investment Counsel
Ohio
$3.15M +$32.8K +753 +1%
EA
149
Eudaimonia Advisors
Tennessee
$3.08M +$65K +1,493 +2%
FGAM
150
Financial Gravity Asset Management
Texas
$3M +$2.72M +219,966 +973%
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