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Fidelity Total Bond ETF
FBND

Overview Fund Activity

596 hedge funds and large institutions have $14.8B invested in Fidelity Total Bond ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 321 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+75
Holders Change %
+14.4%
% of All Funds
7.94%
Holding in Top 10
128
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.32%
% of All Funds
1.7%
New
117
Increased
321
Reduced
123
Closed
29
Calls
$552K
Puts
$206K
Net Calls
+$346K
Net Calls Change
+$210K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.29B
2
Morgan Stanley
Morgan Stanley
New York
$1.58B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$323M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$78.9M
5
DWM
Dynasty Wealth Management
Florida
$132M

Top Sellers

1
Jane Street
Jane Street
New York
$695K
2
HNB
Huntington National Bank
Ohio
$30.2M
3
PCA
Pallas Capital Advisors
Massachusetts
$27.4M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$850M
5
Corient Private Wealth
Corient Private Wealth
Florida
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPW
151
Genesis Private Wealth
Virginia
$11.8M +$11.8M +263,732 New
CC
152
Courier Capital
New York
$11.6M +$4.91M +109,413 +73%
BFA
153
Buttonwood Financial Advisors
Maryland
$11.5M +$1.13M +25,113 +11%
LA
154
LPF Advisors
Florida
$11.3M +$609K +13,570 +6%
SXL
155
Summit X LLC
Missouri
$11.2M +$983K +21,897 +10%
NIWA
156
New Insight Wealth Advisors
California
$11.1M +$2.59M +57,827 +30%
WN
157
Williams & Novak
California
$11.1M +$2.39M +53,375 +27%
VAS
158
Vestmark Advisory Solutions
Massachusetts
$11M -$1.38M -30,783 -11%
Corient Private Wealth
159
Corient Private Wealth
Florida
$10.8M -$9.47M -211,041 -47%
PWA
160
Physician Wealth Advisors
Utah
$10.5M -$956K -21,299 -8%
RWS
161
Resolute Wealth Strategies
Mississippi
$10.5M -$8.86M -197,474 -46%
WIA
162
World Investment Advisors
California
$10.2M +$1.91M +42,583 +23%
MIA
163
Milestone Investment Advisors
Wisconsin
$10.1M +$9.7M +216,085 +2,193%
IPA
164
Investment Planning Advisors
Georgia
$10.1M +$606K +13,498 +6%
UWM
165
USAdvisors Wealth Management
Minnesota
$9.96M +$1.71M +38,054 +21%
CWM
166
Cornerstone Wealth Management
Missouri
$9.89M +$2.89M +64,388 +41%
LFG
167
Larson Financial Group
Missouri
$9.7M +$4.07M +90,736 +72%
SC
168
Steph & Co
Wisconsin
$9.51M -$1.42M -31,710 -13%
VA
169
Valmark Advisers
Ohio
$9.47M +$2.03M +45,167 +27%
AFG
170
Allegheny Financial Group
Pennsylvania
$9.44M +$18.1K +404 +0.2%
AI
171
Atria Investments
North Carolina
$9.3M +$1.48M +32,926 +19%
SFA
172
Sequoia Financial Advisors
Ohio
$9.27M -$2M -44,623 -18%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$9.25M +$1.22M +27,243 +15%
LW
174
Linscomb Wealth
Texas
$9.18M +$939K +20,936 +11%
AWM
175
Apex Wealth Management
New Hampshire
$9.08M +$9.08M +202,327 New
5 6
7
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