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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
1
Fidelity Investments
Massachusetts
$527M
2
Morgan Stanley
2
Morgan Stanley
New York
$177M
3
Bank of America
3
Bank of America
North Carolina
$331M
4
HG
4
Harbor Group
New Hampshire
$34.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$70.8M

Top Sellers

1
BAAM
1
Baker Avenue Asset Management
California
$6.31M
2
RA
2
RFG Advisory
Alabama
$114M
3
CTB
3
Country Trust Bank
Illinois
$202M
4
HNB
4
Huntington National Bank
Ohio
$25.3M
5
SL
5
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFG
151
Valley Financial Group
Pennsylvania
$5.3M +$5.3M +115,129 New
HA
152
Hofer & Associates
California
$5.09M -$84.7K -1,839 -2%
WIA
153
World Investment Advisors
California
$4.98M +$3.36M +72,781 +209%
QCG
154
Quadrant Capital Group
Ohio
$4.92M +$4.92M +106,946 New
LWMNY
155
Landmark Wealth Management (New York)
New York
$4.86M +$151K +3,285 +3%
PAG
156
Private Advisor Group
New Jersey
$4.77M +$375K +8,137 +9%
PA
157
Paragon Advisors
Texas
$4.74M +$417K +9,055 +10%
MTWM
158
Masso Torrence Wealth Management
New Jersey
$4.73M +$87.9K +1,909 +2%
PJSIMP
159
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.66M +$1.47M +32,217 +46%
TWC
160
TD Waterhouse Canada
Ontario, Canada
$4.62M +$295K +6,298 +7%
CWMU
161
Caliber Wealth Management (Utah)
Utah
$4.59M +$31.8K +691 +0.7%
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$4.55M +$3.92M +85,106 +620%
FIA
163
Foundations Investment Advisors
Arizona
$4.54M +$4.54M +98,721 New
LNC
164
Lincoln National Corp
Pennsylvania
$4.43M +$3.74M +81,291 +548%
ST
165
Spinnaker Trust
Maine
$4.31M +$182K +3,944 +4%
LCC
166
Lincoln Capital Corp
Rhode Island
$4.27M +$425K +9,235 +11%
FFN
167
Focus Financial Network
Minnesota
$4.22M +$3.56M +77,102 +547%
EP
168
Eudaimonia Partners
Tennessee
$4.14M +$733K +15,916 +22%
PIA
169
Powell Investment Advisors
Florida
$4.08M -$106K -2,288 -3%
VWA
170
Visionary Wealth Advisors
Illinois
$3.97M +$196K +4,258 +5%
IWC
171
Integrated Wealth Concepts
Massachusetts
$3.93M +$333K +7,228 +9%
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$3.92M +$2.7M +58,703 +222%
SPA
173
Shore Point Advisors
New Jersey
$3.9M +$357K +7,748 +10%
RWP
174
RWA Wealth Partners
Massachusetts
$3.83M -$4.44M -96,347 -54%
SWMG
175
Sard Wealth Management Group
Georgia
$3.81M +$3.81M +82,853 New
5 6
7
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