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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
1
JPMorgan Chase & Co
New York
$131M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$121M
3
BCP
3
Blue Chip Partners
Michigan
$93.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$90.9M
5
RWM
5
Ritholtz Wealth Management
New York
$71M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$21.6M
2
PCM
2
Presidio Capital Management
California
$21.8M
3
AWM
3
Axxcess Wealth Management
California
$22.7M
4
RT
4
Rockland Trust
Massachusetts
$1.39M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
151
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.98M +$101K +2,374 +4%
Mariner
152
Mariner
Kansas
$2.87M +$31.2K +717 +1%
WG
153
Watchman Group
Texas
$2.81M +$2.81M +64,601 New
SF
154
Slagle Financial
Illinois
$2.73M +$34K +781 +1%
CAM
155
Cozad Asset Management
Illinois
$2.66M +$41.2K +945 +2%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$2.63M +$1.31M +30,144 +100%
SAG
157
SageView Advisory Group
California
$2.59M -$453K -10,401 -15%
SFG
158
StrategIQ Financial Group
Indiana
$2.57M +$459K +10,543 +22%
EWMCB
159
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.54M +$2.32M +53,184 +1,018%
ASN
160
Advisory Services Network
Georgia
$2.54M +$1.42M +32,685 +127%
CA
161
Crumly & Associates
Illinois
$2.47M +$156K +3,589 +7%
CAG
162
Csenge Advisory Group
Florida
$2.38M +$2.38M +54,712 New
MA
163
MJP Associates
Connecticut
$2.34M +$577K +13,245 +33%
VAS
164
Vestmark Advisory Solutions
Massachusetts
$2.34M +$268K +6,160 +13%
CAN
165
Cetera Advisor Networks
California
$2.3M -$1.36M -31,254 -37%
Brown Advisory
166
Brown Advisory
Maryland
$2.28M – – –
DADC
167
D.A. Davidson & Co
Montana
$2.25M +$138K +3,176 +7%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$2.2M +$1.31M +29,959 +145%
IF
169
IRON Financial
Illinois
$2.11M -$59.7K -1,370 -3%
CG
170
Colony Group
Massachusetts
$2.09M +$74.4K +1,708 +4%
AP
171
Agilis Partners
Massachusetts
$2.08M – – –
BSB
172
Bangor Savings Bank
Maine
$2.08M – – –
APWM
173
Atlas Private Wealth Management
New York
$2.06M +$348K +7,986 +20%
RFN
174
RDA Financial Network
Iowa
$2.04M -$73.1K -1,679 -3%
CSWM
175
Cassady Schiller Wealth Management
Ohio
$1.98M +$153K +3,519 +8%
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