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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 %
BAAM
151
Baker Avenue Asset Management
California
$6.27M +$57.8K +1,276 +0.9%
PWA
152
Primoris Wealth Advisors
Florida
$6.26M +$407K +8,983 +7%
Envestnet Portfolio Solutions
153
Envestnet Portfolio Solutions
Illinois
$6.24M +$1.77M +39,004 +39%
VFG
154
Valley Financial Group
Pennsylvania
$6.06M +$847K +18,688 +16%
WIA
155
World Investment Advisors
California
$6.02M +$1.15M +25,282 +23%
NIWA
156
New Insight Wealth Advisors
California
$5.95M +$531K +11,719 +10%
ACG
157
Allen Capital Group
Nebraska
$5.89M +$31.2K +689 +0.5%
NA
158
NewEdge Advisors
Louisiana
$5.86M -$1.07M -23,606 -15%
FIA
159
Foundations Investment Advisors
Arizona
$5.85M +$1.38M +30,443 +31%
CWM
160
CMH Wealth Management
New Hampshire
$5.71M +$325K +7,147 +6%
AWA
161
Arete Wealth Advisors
Illinois
$5.7M +$5.7M +125,728 New
SWMG
162
Sard Wealth Management Group
Georgia
$5.61M +$1.85M +40,858 +49%
SFS
163
Sowell Financial Services
Arkansas
$5.49M +$212K +4,671 +4%
PJSIMP
164
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.46M +$826K +18,234 +18%
HA
165
Hofer & Associates
California
$5.4M +$389K +8,592 +8%
LNC
166
Lincoln National Corp
Pennsylvania
$5.23M +$872K +19,242 +20%
OFP
167
OLIO Financial Planning
Virginia
$5.16M -$189K -4,103 -4%
LWMNY
168
Landmark Wealth Management (New York)
New York
$5M +$222K +4,898 +5%
MTWM
169
Masso Torrence Wealth Management
New Jersey
$4.99M +$338K +7,450 +7%
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$4.94M +$1.09M +23,987 +28%
ST
171
Spinnaker Trust
Maine
$4.9M +$664K +14,664 +16%
TWC
172
TD Waterhouse Canada
Ontario, Canada
$4.76M +$288K +6,339 +6%
PAG
173
Private Advisor Group
New Jersey
$4.63M -$65.7K -1,450 -1%
LIG
174
Lokken Investment Group
Delaware
$4.62M -$3.64M -80,439 -44%
KPWS
175
Kestra Private Wealth Services
Texas
$4.59M +$1.13M +25,005 +33%
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