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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
Fidelity Investments
Massachusetts
$527M
2
Morgan Stanley
Morgan Stanley
New York
$177M
3
Bank of America
Bank of America
North Carolina
$331M
4
HG
Harbor Group
New Hampshire
$34.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$70.8M

Top Sellers

1
BAAM
Baker Avenue Asset Management
California
$6.31M
2
RA
RFG Advisory
Alabama
$114M
3
CTB
Country Trust Bank
Illinois
$202M
4
HNB
Huntington National Bank
Ohio
$25.3M
5
SL
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
126
Keystone Wealth Services
California
$7.09M -$212K -4,611 -3%
LW
127
Linscomb Wealth
Texas
$7.08M -$2.25M -48,853 -24%
Truist Financial
128
Truist Financial
North Carolina
$7.05M +$578K +12,547 +9%
CF
129
Centaurus Financial
California
$7.03M +$3.05M +66,319 +77%
NA
130
NewEdge Advisors
Louisiana
$6.97M +$5.4M +118,441 +343%
VAS
131
Vestmark Advisory Solutions
Massachusetts
$6.79M +$4.32M +93,869 +175%
LWA
132
Lineweaver Wealth Advisors
Ohio
$6.76M +$6.76M +146,840 New
PPW
133
Parcion Private Wealth
Washington
$6.75M +$6.75M +146,634 New
CGH
134
CMG Global Holdings
Texas
$6.72M +$6.72M +148,741 New
BFA
135
Buttonwood Financial Advisors
Maryland
$6.71M +$5.4M +117,343 +414%
CG
136
CFO4Life Group
Texas
$6.7M +$6.7M +145,507 New
CWM
137
Cornerstone Wealth Management
Missouri
$6.49M +$508K +11,026 +8%
HSA
138
HBK Sorce Advisory
Pennsylvania
$6.36M +$6.36M +138,091 New
BAAM
139
Baker Avenue Asset Management
California
$6.31M -$79M -1,715,659 -93%
ACG
140
Allen Capital Group
Nebraska
$5.95M -$5.4M -117,239 -48%
PWA
141
Primoris Wealth Advisors
Florida
$5.94M +$25.6K +556 +0.4%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$5.82M +$4.93M +107,076 +554%
HI
143
Harbour Investments
Wisconsin
$5.75M +$1.23M +26,625 +27%
IWP
144
Insight Wealth Partners
Texas
$5.73M +$166K +3,614 +3%
NIWA
145
New Insight Wealth Advisors
California
$5.51M +$5.51M +119,611 New
SOS
146
Silver Oak Securities
Tennessee
$5.46M +$5.27M +114,426 +2,753%
CWM
147
CMH Wealth Management
New Hampshire
$5.45M -$2.37M -51,560 -30%
MAG
148
Mayfair Advisory Group
Alabama
$5.37M +$1M +21,882 +23%
SFS
149
Sowell Financial Services
Arkansas
$5.37M +$4.17M +90,157 +348%
OFP
150
OLIO Financial Planning
Virginia
$5.35M +$750K +16,259 +16%
4 5
6
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