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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 %
AI
151
Atria Investments
North Carolina
$7.98M +$339K +7,546 +4%
WG
152
Watchman Group
Texas
$7.81M +$327K +7,276 +4%
VA
153
Valmark Advisers
Ohio
$7.79M -$974K -21,684 -11%
MAG
154
Mayfair Advisory Group
Alabama
$7.74M +$213K +4,677 +3%
LW
155
Linscomb Wealth
Texas
$7.63M +$419K +9,316 +6%
PPW
156
Parcion Private Wealth
Washington
$7.26M +$456K +10,157 +7%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$7.18M -$596K -13,275 -8%
NIWA
158
New Insight Wealth Advisors
California
$7.14M +$1.24M +27,564 +21%
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$7.1M +$903K +20,093 +15%
IWP
160
Insight Wealth Partners
Texas
$6.97M +$174K +3,875 +3%
CWM
161
Cornerstone Wealth Management
Missouri
$6.92M +$229K +5,087 +3%
DWM
162
Diversify Wealth Management
Utah
$6.82M +$6.82M +147,084 New
WIA
163
World Investment Advisors
California
$6.73M +$754K +16,779 +13%
S
164
Sachetta
Massachusetts
$6.67M +$3.03M +66,487 +83%
BAAM
165
Baker Avenue Asset Management
California
$6.63M +$420K +9,352 +7%
KPWS
166
Kestra Private Wealth Services
Texas
$6.47M +$1.92M +42,765 +42%
CC
167
Courier Capital
New York
$6.47M +$4.89M +108,787 +310%
VFG
168
Valley Financial Group
Pennsylvania
$6.31M +$300K +6,674 +5%
SPC
169
Sigma Planning Corp
Michigan
$6.3M -$51K -1,136 -0.8%
PWA
170
Primoris Wealth Advisors
Florida
$6.29M +$86.4K +1,923 +1%
PA
171
Parallel Advisors
California
$6.18M +$5.89M +131,011 +2,021%
SDWMA
172
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.09M +$6.09M +135,652 New
PJSIMP
173
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.02M +$606K +13,482 +11%
OBWG
174
Onyx Bridge Wealth Group
New York
$5.68M +$1.93M +42,950 +51%
CWM
175
CMH Wealth Management
New Hampshire
$5.59M -$71.1K -1,576 -1%
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