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Fidelity Total Bond ETF
FBND

Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
$397M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$61.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$573M
4
RA
RFG Advisory
Alabama
$162M
5
CTB
Country Trust Bank
Illinois
$240M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$127M
2
Jane Street
Jane Street
New York
$47.4M
3
HNB
Huntington National Bank
Ohio
$26.3M
4
AWM
Axxcess Wealth Management
California
$1.89M
5
AFG
AFS Financial Group
Maryland
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
126
Valmark Advisers
Ohio
$8.84M +$137K +3,028 +2%
SFA
127
Souders Financial Advisors
Ohio
$8.74M +$8.74M +192,999 New
VAS
128
Vestmark Advisory Solutions
Massachusetts
$8.69M +$2M +44,207 +30%
AFG
129
Allegheny Financial Group
Pennsylvania
$8.56M +$623K +13,743 +8%
BFA
130
Buttonwood Financial Advisors
Maryland
$8.47M +$1.87M +41,324 +28%
TI
131
tru Independence
Oregon
$8.45M +$8.45M +186,540 New
KWS
132
Keystone Wealth Services
California
$8.25M +$1.27M +28,001 +18%
FWP
133
Falcon Wealth Planning
California
$8.19M +$8.19M +180,750 New
OWM
134
Opes Wealth Management
California
$8M +$328K +7,246 +4%
UWM
135
USAdvisors Wealth Management
Minnesota
$7.91M -$499 -11 -0%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$7.84M -$14.7M -323,384 -65%
AI
137
Atria Investments
North Carolina
$7.7M +$345K +7,623 +5%
CF
138
Centaurus Financial
California
$7.64M +$719K +15,875 +10%
WG
139
Watchman Group
Texas
$7.54M +$43.8K +966 +0.6%
CGH
140
CMG Global Holdings
Texas
$7.53M +$794K +17,526 +12%
IWC
141
Integrated Wealth Concepts
Massachusetts
$7.53M +$3.66M +80,737 +95%
MAG
142
Mayfair Advisory Group
Alabama
$7.47M +$2.16M +47,719 +41%
LW
143
Linscomb Wealth
Texas
$7.28M +$303K +6,698 +4%
LWA
144
Lineweaver Wealth Advisors
Ohio
$6.91M +$257K +5,682 +4%
PPW
145
Parcion Private Wealth
Washington
$6.86M +$217K +4,779 +3%
IWP
146
Insight Wealth Partners
Texas
$6.85M +$1.21M +26,697 +21%
OFS
147
OneAscent Financial Services
Alabama
$6.83M +$5.6M +123,042 +454%
CWM
148
Cornerstone Wealth Management
Missouri
$6.74M +$354K +7,818 +6%
HSA
149
HBK Sorce Advisory
Pennsylvania
$6.65M +$391K +8,640 +6%
SPC
150
Sigma Planning Corp
Michigan
$6.4M +$3.82M +84,343 +148%
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