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

Top Sellers

1
HNB
Huntington National Bank
Ohio
$21.6M
2
PCM
Presidio Capital Management
California
$21.8M
3
AWM
Axxcess Wealth Management
California
$22.7M
4
RT
Rockland Trust
Massachusetts
$1.39M
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
176
Horizon Investment Services
Indiana
$1.96M -$41.6K -954 -2%
AA
177
Ancora Advisors
Ohio
$1.93M +$11.7K +268 +0.6%
EDRIA
178
Edmonds Duncan Registered Investment Advisors
Kansas
$1.91M +$1.91M +43,892 New
CPCM
179
Cardinal Point Capital Management
Ontario, Canada
$1.9M +$552K +12,615 +41%
CP
180
Capital Planning
Washington
$1.86M -$114K -2,612 -6%
DP
181
Denver PWM
Colorado
$1.85M +$64.8K +1,497 +4%
CWM
182
Comprehensive Wealth Management
Washington
$1.83M -$98.4K -2,260 -5%
BMCM
183
Burns Matteson Capital Management
New York
$1.78M +$776K +17,826 +77%
MWP
184
Madison Wealth Partners
Wisconsin
$1.78M +$1.54M +35,447 +664%
BCI
185
Brinker Capital Investments
Pennsylvania
$1.7M -$443K -10,167 -21%
OPS
186
Orion Portfolio Solutions
Nebraska
$1.7M -$443K -10,167 -21%
EPWM
187
Essex Private Wealth Management
Massachusetts
$1.68M +$494K +11,334 +42%
PWA
188
Peterson Wealth Advisors
Utah
$1.67M +$203K +4,660 +14%
FW
189
FirstPurpose Wealth
Utah
$1.64M +$106K +2,443 +7%
KPWS
190
Kestra Private Wealth Services
Texas
$1.58M +$1.58M +36,360 New
GIA
191
Gladstone Institutional Advisory
Florida
$1.53M -$64.4K -1,478 -4%
WIA
192
World Investment Advisors
California
$1.52M +$1.15M +26,324 +307%
NA
193
NewEdge Advisors
Louisiana
$1.5M +$283K +6,507 +23%
FWM
194
Fortress Wealth Management
California
$1.48M +$10.5K +242 +0.7%
OWA
195
Opal Wealth Advisors
New York
$1.47M +$1.47M +33,810 New
LSAG
196
Lake Street Advisors Group
New Hampshire
$1.45M +$2.4K +55 +0.2%
RT
197
Rockland Trust
Massachusetts
$1.39M -$5.51M -126,453 -80%
KWMG
198
King Wealth Management Group
Florida
$1.38M -$153K -3,516 -10%
FUBT
199
First United Bank & Trust
Maryland
$1.38M +$509K +11,685 +59%
HPM
200
Hoxton Planning & Management
West Virginia
$1.37M -$47K -1,078 -3%
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