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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 %
SIA
176
Soltis Investment Advisors
Utah
$3.77M +$158K +3,421 +4%
S
177
Sachetta
Massachusetts
$3.68M +$3.68M +79,922 New
MG
178
Mather Group
Illinois
$3.67M +$2.56M +55,497 +228%
FCM
179
Family Capital Management
Michigan
$3.65M -$2.43M -52,767 -40%
PA
180
PFG Advisors
Arizona
$3.58M +$75.7K +1,644 +2%
SFG
181
StrategIQ Financial Group
Indiana
$3.55M +$829K +18,001 +30%
ASN
182
Advisory Services Network
Georgia
$3.51M +$826K +17,951 +31%
KPWS
183
Kestra Private Wealth Services
Texas
$3.51M +$1.84M +39,898 +110%
FHA
184
Flagship Harbor Advisors
Massachusetts
$3.5M -$47.8K -1,038 -1%
ACA
185
Anchor Capital Advisors
Massachusetts
$3.4M -$79.4K -1,725 -2%
Creative Planning
186
Creative Planning
Kansas
$3.37M -$606K -13,162 -15%
EA
187
Eudaimonia Advisors
Tennessee
$3.33M +$70.8K +1,538 +2%
FPAS
188
Focus Partners Advisor Solutions
Missouri
$3.31M -$388K -8,422 -10%
SF
189
Slagle Financial
Illinois
$3.27M +$1.83M +79,666 +127%
CIC
190
Carnegie Investment Counsel
Ohio
$3.26M -$65.6K -1,425 -2%
EH
191
Equitable Holdings
New York
$3.24M +$2.39M +51,903 +281%
FGAM
192
Financial Gravity Asset Management
Texas
$3.18M +$48K +3,723 +2%
CAG
193
Csenge Advisory Group
Florida
$3.15M +$626K +13,605 +25%
SAG
194
SageView Advisory Group
California
$3.08M -$2.59M -59,470 Closed
MWP
195
Madison Wealth Partners
Wisconsin
$3.07M +$1.19M +25,888 +63%
LS
196
Leelyn Smith
Illinois
$3.01M -$414K -8,996 -12%
FFWA
197
Forthright Family Wealth Advisory
Texas
$2.93M +$2.93M +63,746 New
CA
198
Crumly & Associates
Illinois
$2.91M +$308K +6,694 +12%
CAM
199
Cozad Asset Management
Illinois
$2.79M -$21.2K -460 -0.8%
LWM
200
LongView Wealth Management
Georgia
$2.66M +$2.66M +58,291 New
6 7
8
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