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Fidelity Total Bond ETF
FBND

Overview Fund Activity

473 hedge funds and large institutions have $7.7B invested in Fidelity Total Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 282 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+8
Holders Change %
+1.72%
% of All Funds
6.88%
Holding in Top 10
96
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.09%
% of All Funds
1.4%
New
57
Increased
282
Reduced
97
Closed
37
Calls
$139K
Puts
$243K
Net Calls
-$104K
Net Calls Change
-$109K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$928M
2
UBS Group
UBS Group
Switzerland
+$62.7M
3
SFS
Summit Financial Strategies
Ohio
+$56.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$56M
5
DWM
Dynasty Wealth Management
Florida
+$49.2M

Top Sellers

1
SFA
Sequoia Financial Advisors
Ohio
-$83.9M
2
Jane Street
Jane Street
New York
-$27.7M
3
HNB
Huntington National Bank
Ohio
-$26.3M
4
FTA
Financial & Tax Architects
Missouri
-$16.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
126
Summit X LLC
Missouri
$10.6M +$427K +9,495 +4%
IWC
127
Integrated Wealth Concepts
Massachusetts
$10.4M +$2.96M +65,787 +40%
PWA
128
Physician Wealth Advisors
Utah
$10.4M +$813K +17,800 +8%
SC
129
Steph & Co
Wisconsin
$10.3M +$1.22M +27,232 +13%
WIP
130
WealthCare Investment Partners
Rhode Island
$10.3M +$372K +8,269 +4%
LA
131
LPF Advisors
Florida
$10.2M +$333K +7,408 +3%
AF
132
Allworth Financial
California
$10.2M -$668K -14,689 -6%
MA
133
MJP Associates
Connecticut
$10.1M +$442K +9,833 +5%
TI
134
tru Independence
Oregon
$9.66M +$1.28M +28,443 +15%
BFA
135
Buttonwood Financial Advisors
Maryland
$9.62M +$1.21M +26,988 +14%
IPA
136
Investment Planning Advisors
Georgia
$9.51M +$9.51M +211,747 New
MW
137
Members Wealth
Pennsylvania
$9.46M +$9.46M +208,418 New
Truist Financial
138
Truist Financial
North Carolina
$9.25M -$2.65M -58,948 -22%
SFA
139
Souders Financial Advisors
Ohio
$9.22M +$552K +12,285 +6%
AFG
140
Allegheny Financial Group
Pennsylvania
$9.17M +$683K +15,196 +8%
CGH
141
CMG Global Holdings
Texas
$9.08M +$1.61M +35,867 +22%
PA
142
PFG Advisors
Arizona
$8.72M +$4.74M +105,600 +119%
GFG
143
Goldstone Financial Group
Illinois
$8.48M -$1.65M -36,810 -16%
KPWG
144
KFA Private Wealth Group
Virginia
$8.45M +$6.89M +153,322 +441%
PAG
145
Private Advisor Group
New Jersey
$8.43M +$3.84M +85,545 +84%
KWS
146
Keystone Wealth Services
California
$8.37M +$193K +4,288 +2%
CF
147
Centaurus Financial
California
$8.23M +$657K +14,615 +9%
OWM
148
Opes Wealth Management
California
$8.19M +$257K +5,725 +3%
UWM
149
USAdvisors Wealth Management
Minnesota
$8.16M +$327K +7,281 +4%
FIA
150
Foundations Investment Advisors
Arizona
$8.12M +$2.32M +51,532 +40%
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